Daniel Johnson
The Wealth Conservatory · Winston Salem, North Carolina
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.
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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 | $138.4M across 359 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, NC, NH, TX · CRD 5898101 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wealthconservatory.com |
How Daniel's firm compares
- The Wealth Conservatory's average account is about $386,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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