Kristopher
Johnson

Stone Island Financial Planning

CRD#4066339
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kristopher Johnson is a financial advisor based in Scottsdale, Arizona, working with Stone Island Financial Planning. Kristopher has previously held positions at South Georgia Capital, LLC, Raintree Capital Management, LLC, and Timothy Financial Counsel, Inc. Kristopher has passed the Series 63 regulatory exam and is registered to provide services in Arizona, Illinois, and Texas. Currently, Kristopher is part of Stone Island Financial Planning, which operates out of Scottsdale, Arizona. The firm has 1 office and 6 employees. The firm manages assets totaling $135.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Stone Island Financial Planning includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

9835 E. Bell Road, Suite 110
Scottsdale, AZ 85260

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Stone Island Financial Planning Brokerage Details

Total Assets Under Management

$135,101,245

AZ Average: $6,674,516,078
Total Number of Employees

6

AZ Average: 44
Total Number of Accounts

259

AZ Average: 2,564
Average Account Size

$521,626

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kristopher Johnson Work History

2018 - Present (6 years)

South Georgia Capital, LLC

2018 - Present (6 years)

Raintree Capital Management, LLC

2002 - 2018 (16 years)

Timothy Financial Counsel, Inc

Disclosures

Please visit the SEC profile of Kristopher Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stone Island Financial Planning

Adam Oliver
Scottsdale, AZ
Michael Mcalister
Naperville, IL
Kristopher Johnson
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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