David Johanson
Scope Wealth Management · Denver, Colorado
David Johanson is a fee-only financial advisor at Scope Wealth Management in Denver, Colorado, who holds the CFP credential. Scope Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Early-career professionals
- Executives
- Retirees
Facts
| Firm | Scope Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.0M across 23 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO · CRD 6475607 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.scopewealth.com |
| Profile |
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Questions about David
Is David Johanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Scope Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Scope Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Johanson based?
David Johanson is based in Denver, Colorado.
What credentials does David Johanson hold?
David Johanson holds the CFP credential.
Is David Johanson registered with the SEC?
Yes. David Johanson is registered as an investment adviser representative in CA and CO (CRD 6475607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Scope Wealth Management manage?
Scope Wealth Management reports $7.0M across 23 accounts in assets under management.
How do I contact David Johanson?
Through David's website, www.scopewealth.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
- Scope Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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