Douglas Johnson
Grand Wealth Management · Grand Rapids, Michigan
Douglas Johnson is a fee-only financial advisor at Grand Wealth Management in Grand Rapids, Michigan. Douglas charges an ongoing planning fee and focuses on small business owners, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Grand Wealth Management |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $597.8M across 929 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6307738 |
| Exams passed | Series 65 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.grandwealth.com |
| Profile |
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Questions about Douglas
Is Douglas Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Grand Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas charges an ongoing planning fee.
Where is Douglas Johnson based?
Douglas Johnson is based in Grand Rapids, Michigan.
What does Douglas specialize in?
Douglas's specialties include small business owners, estate & legacy planning, tax planning and family wealth transfer. Douglas works with multi-generational families.
Is Douglas Johnson registered with the SEC?
Yes. Douglas Johnson is registered as an investment adviser representative in MI (CRD 6307738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grand Wealth Management manage?
Grand Wealth Management reports $597.8M across 929 accounts in assets under management.
How do I contact Douglas Johnson?
Through Douglas's website, www.grandwealth.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
- Grand 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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