Jovan Johnson
Piece of Wealth Planning LLC · Athens, Georgia
Jovan Johnson is a fee-only financial advisor at Piece of Wealth Planning LLC in Athens, Georgia, who holds the CFP, CPA and PFS credentials. Jovan focuses on physicians & residents, tax planning and small business owners. Piece of Wealth Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
Facts
| Firm | Piece of Wealth Planning LLC |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.8M across 29 accounts |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in GA, TX · CRD 7225767 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | pieceofwealthplanning.com |
| Profile |
How Jovan's firm compares
- Piece of Wealth Planning LLC's average account is about $61,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Jovan
Is Jovan Johnson a fee-only financial advisor?
Yes. Jovan Johnson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jovan's firm.
How does Jovan charge for financial advice?
Jovan's firm, Piece of Wealth Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Jovan work with clients virtually?
Yes. Piece of Wealth Planning LLC says on its website that it works with clients remotely.
Where is Jovan Johnson based?
Jovan Johnson is based in Athens, Georgia.
What does Jovan specialize in?
Jovan's specialties include physicians & residents, tax planning, small business owners and retirement planning. Jovan works with physicians and founders.
What credentials does Jovan Johnson hold?
Jovan Johnson holds the CFP, CPA and PFS credentials.
Is Jovan Johnson registered with the SEC?
Yes. Jovan Johnson is registered as an investment adviser representative in GA and TX (CRD 7225767), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Piece of Wealth Planning LLC manage?
Piece of Wealth Planning LLC reports $1.8M across 29 accounts in assets under management.
How do I contact Jovan Johnson?
Through Jovan's website, pieceofwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Piece of Wealth Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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