Orlando Johnson
Johnson Wealth Management · Palm Coast, Florida
Orlando Johnson is a fee-only financial advisor at Johnson Wealth Management in Palm Coast, Florida. Orlando focuses on retirement planning, small business owners and tax planning. Johnson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Johnson Wealth Management |
|---|---|
| Based in | Palm Coast, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.6M across 12 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6010077 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.johnsonwealthmanager.com |
How Orlando's firm compares
- Johnson Wealth Management's average account is about $132,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Orlando
Is Orlando Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Orlando holds no broker registration, and Johnson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Orlando charge for financial advice?
Orlando's firm, Johnson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Orlando Johnson based?
Orlando Johnson is based in Palm Coast, Florida.
What does Orlando specialize in?
Orlando's specialties include retirement planning, small business owners and tax planning.
Is Orlando Johnson registered with the SEC?
Yes. Orlando Johnson is registered as an investment adviser representative in FL (CRD 6010077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Johnson Wealth Management manage?
Johnson Wealth Management reports $1.6M across 12 accounts in assets under management.
How do I contact Orlando Johnson?
Through Orlando's website, www.johnsonwealthmanager.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
- Johnson 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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