# Daniel Johnson

> Daniel Johnson is a fee-only financial advisor at The Wealth Conservatory in Winston Salem, North Carolina, who holds the CFP credential. The Wealth Conservatory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-johnson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Wealth Conservatory
- **Based in:** Winston Salem, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $138.4M across 359 accounts
- **Credentials:** CFP
- **CRD:** 5898101 (https://adviserinfo.sec.gov/individual/summary/5898101)
- **SEC registration:** Investment adviser representative in MO, NC, NH, TX
- **Exams passed:** Series 63 (2011), Series 65 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthconservatory.com

## Frequently asked questions

### Is Daniel Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and The Wealth Conservatory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, The Wealth Conservatory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Johnson based?

Daniel Johnson is based in Winston Salem, North Carolina.

### What credentials does Daniel Johnson hold?

Daniel Johnson holds the CFP credential.

### Is Daniel Johnson registered with the SEC?

Yes. Daniel Johnson is registered as an investment adviser representative in MO, NC, NH and TX (CRD 5898101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Wealth Conservatory manage?

The Wealth Conservatory reports $138.4M across 359 accounts in assets under management.

### How do I contact Daniel Johnson?

Through Daniel's website, www.wealthconservatory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5898101): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.