Scott
Johnson

Decisionpoint Financial, LLC

CRD#2366054
Investment Advisor
in Mesa, AZ

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About this Advisor

Scott Johnson is a certified financial planner who works out of Mesa, Arizona with 5 years of industry experience. Johnson is currently employed by Decisionpoint Financial, LLC. Over the course of their career, they have held roles at Arista Wealth Management, LLC and Decisionpoint Financial, LLC. Johnson holds Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Washington. Decisionpoint Financial, LLC is a registered investment firm that has its headquarters in Mesa, AZ. The company has a total of 10 people on staff. It has $574 million in assets between its 914 client accounts, placing it among the bigger firms in the country by assets under management. Of its 914 customer accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets. Decisionpoint Financial, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on which service is offered. Fee types charged by Decisionpoint Financial, LLC most likely consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2812 North Norwalk Suite 116
Mesa, AZ 85215

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Decisionpoint Financial, LLC Brokerage Details

Total Assets Under Management

$573,924,206

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

914

AZ Average: 1,370
Average Account Size

$627,926

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Scott Johnson Work History

Scott has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Decisionpoint Financial, LLC

2011 - 2018 (7 years)

Arista Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott 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 Decisionpoint Financial, LLC

Devin Miller
Mesa, AZ
Chadd Peachey
Gig Harbor, WA
Curtis Harrison
Mesa, AZ
Brett Adams
Mesa, AZ
Scott Johnson
Mesa, AZ
Matthew Daley
Mesa, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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