Alan
Johnson

Financial & Tax Architects, LLC

CRD#2561928
Investment Advisor
in Upper Marlboro, MD

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About this Advisor

Alan Johnson is a financial advisor based in Upper Marlboro, Maryland who has 2 years of relevant experience. Johnson currently works for Financial & Tax Architects, LLC. They have been employed by Financial & Tax Architects, Llc for their entire career. Johnson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Delaware and Maryland. Financial & Tax Architects, LLC is a financial advisory business that has its headquarters in Saint Louis, MO. The company has offices in six locations and a total of 26 advisors. It administers $317 million in assets under management among its 3,059 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 3,059 client accounts, 17% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors typically depend on which service is provided. However, fee types charged by Financial & Tax Architects, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1400 Mercantile Lane, #214
Upper Marlboro, MD 20774

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Financial & Tax Architects, LLC Brokerage Details

Total Assets Under Management

$317,160,000

MD Average: $11,469,110,461
Total Number of Employees

26

MD Average: 458
Total Number of Accounts

3,059

MD Average: 33,415
Average Account Size

$103,681

MD Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Alan Johnson Work History

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

2011 - Present (13 years)

The Professional Group, Inc

*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 Alan 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 Financial & Tax Architects, LLC

Erion Kafazi
Saint Louis, MO
Gordon Haave
Saint Louis, MO
Scott Peterson
Saint Louis, MO
Jason Smitka
Overland Park, KS
Alan Johnson
Upper Marlboro, MD
Mark Kukielski
Saint Louis, MO
William Smith
Saint Louis, MO
Alan Schmidt
Edina, MN

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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