Matt Johnson
Defining Legacy Financial Advisors LLC · Greensboro, North Carolina
Matt Johnson is a fee-only financial advisor at Defining Legacy Financial Advisors LLC in Greensboro, North Carolina, who holds the CFP credential. Matt charges an ongoing planning fee (no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Defining Legacy Financial Advisors LLC |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $13.6M across 184 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, NC, SC · CRD 5484106 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | defininglegacyadvisors.com |
| Profile |
How Matt's firm compares
- Defining Legacy Financial Advisors LLC's average account is about $74,000, from its Form ADV (assets managed divided by 184 accounts).
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Questions about Matt
Is Matt Johnson a fee-only financial advisor?
Yes. Matt 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 Matt's firm.
How does Matt charge for financial advice?
Matt charges an ongoing planning fee.
How much does Matt charge?
According to Defining Legacy Financial Advisors LLC's website, checked October 28, 2026: no asset minimum.
Where is Matt Johnson based?
Matt Johnson is based in Greensboro, North Carolina.
What does Matt specialize in?
Matt's specialties include retirement planning, estate & legacy planning and tax planning. Matt works with retirees.
What credentials does Matt Johnson hold?
Matt Johnson holds the CFP credential.
Is Matt Johnson registered with the SEC?
Yes. Matt Johnson is registered as an investment adviser representative in GA, NC and SC (CRD 5484106), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Defining Legacy Financial Advisors LLC manage?
Defining Legacy Financial Advisors LLC reports $13.6M across 184 accounts in assets under management.
How do I contact Matt Johnson?
Through Matt's website, defininglegacyadvisors.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
- Defining Legacy Financial Advisors 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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