TOM Johnson Investment Management

TOM Johnson Investment Management at a glance

• One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
• 6 advisors are listed here; 4 of 6 hold the CFA.
• Its Form ADV reports 11 employees and 5,437 individual clients, 1,333 of them high net worth.
• Its average account is about $290,000 (assets it manages divided by its 5,631 accounts).

Fee-only advisors in Oklahoma

Facts

TOM Johnson Investment Management fees

TOM Johnson Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Cory Robinson

  CFA

• Douglas Haws

  CFA

• Jeremy Wilcox

  CFP

• Nicholas Pointer

  CFA

• Richard Parry

  CFA

• Virginia Davis