Robert Johnson
Linkside Financial · Charlotte, North Carolina
Robert Johnson is a fee-only financial advisor at Linkside Financial in Charlotte, North Carolina. Robert focuses on retirement planning, estate & legacy planning and tax planning. Linkside Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Physicians
- High earners
- Multi-generational families
- Retirees
- Early-career professionals
Facts
| Firm | Linkside Financial |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $10.1M across 14 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7688105 |
| Exams passed | Series 63 (2024) · Series 66 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.linksidefinancial.com |
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Questions about Robert
Is Robert Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Linkside Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Linkside Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Johnson based?
Robert Johnson is based in Charlotte, North Carolina.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Robert works with founders, executives, tech employees, physicians and high earners.
Is Robert Johnson registered with the SEC?
Yes. Robert Johnson is registered as an investment adviser representative in NC (CRD 7688105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Linkside Financial manage?
Linkside Financial reports $10.1M across 14 accounts in assets under management.
How do I contact Robert Johnson?
Through Robert's website, www.linksidefinancial.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
- Linkside Financial 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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