# Roger Johnson

> Roger Johnson is a fee-only financial advisor at ACT Advisors in Asheville, North Carolina, who holds the CFP credential. Roger charges an ongoing planning fee and focuses on equity compensation, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/roger-johnson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ACT Advisors
- **Based in:** Asheville, North Carolina
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $498.9M across 1,089 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Executives, Retirees, Pre-retirees, High earners, Multi-generational families
- **CRD:** 4545355 (https://adviserinfo.sec.gov/individual/summary/4545355)
- **SEC registration:** Investment adviser representative in CA, NC, SC
- **Exams passed:** Series 66 (2002)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.act-advisors.com

## Frequently asked questions

### Is Roger Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and ACT Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Roger charge for financial advice?

Roger charges an ongoing planning fee.

### Does Roger work with clients virtually?

Yes. ACT Advisors says on its website that it works with clients remotely.

### Where is Roger Johnson based?

Roger Johnson is based in Asheville, North Carolina.

### What does Roger specialize in?

Roger's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Roger works with executives, retirees, pre-retirees, high earners and multi-generational families.

### What credentials does Roger Johnson hold?

Roger Johnson holds the CFP credential.

### Is Roger Johnson registered with the SEC?

Yes. Roger Johnson is registered as an investment adviser representative in CA, NC and SC (CRD 4545355), 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 ACT Advisors manage?

ACT Advisors reports $498.9M across 1,089 accounts in assets under management.

### How do I contact Roger Johnson?

Through Roger's website, www.act-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4545355): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://act-advisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.