Tiarra
Johnson

Asset Planning, Inc

CRD#7364101
Investment Advisor
in Cypress, CA

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About this Advisor

Tiarra Johnson is a financial advisor working in Cypress, California with a total of 2 years of industry experience. Johnson is an advisor for Asset Planning, Inc. Johnson has gained experience at Zeiders Enterprises, Inc, Serco, Daymar College, Department Of The Army and Asset Planning, Inc. Johnson maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in California. Asset Planning, Inc is a registered investment business that has its headquarters in Cypress, CA. It manages $394 million in assets among its 387 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 387 client accounts, 61% are associated with high-net-worth individuals who have at least $1 million in assets. Asset Planning, Inc offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely are based on the type of services offered. However, fee types charged by Asset Planning, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10833 Valley View Street Suite 470
Cypress, CA 90630

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Asset Planning, Inc Brokerage Details

Total Assets Under Management

$394,378,447

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

387

CA Average: 3,727
Average Account Size

$1,019,066

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Tiarra Johnson Work History

Tiarra has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Asset Planning, Inc

2017 - 2021 (4 years)

Zeiders Enterprises, Inc

2015 - 2016 (1 year)

Serco

2014 - 2015 (1 year)

Daymar College

2012 - 2014 (2 years)

Department Of The Army

*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 Tiarra 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 Asset Planning, Inc

Tiarra Johnson
Cypress, CA
Melani List
Cypress, CA
Erin Nelsen
Cypress, CA
Carol Somoano
Cypress, CA
Hsing Ju Liu
Cypress, CA
Sandra Field
Cypress, CA

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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