Kyler
Johnson

Practice Financial Group

CRD#7674296
Investment Advisor
in Bolton, MA

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About this Advisor

Kyler Johnson is a financial advisor based in Bolton, Massachusetts, working with Practice Financial Group. Kyler has previously held positions at Pfg Investments, LLC, Spectrum Cpa Group, Llp, Wsrp, LLC, University Of Utah, and Practice Financial Group, LLC. Kyler is registered to provide services in Massachusetts and Texas. Currently, Kyler is part of Practice Financial Group, which operates out of Bolton, Massachusetts. The firm has 3 offices and 22 employees. The firm manages assets totaling $295.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Practice Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bolton, MA

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Practice Financial Group Brokerage Details

Total Assets Under Management

$295,419,248

MA Average: $1,120,203,312
Total Number of Employees

22

MA Average: 50
Total Number of Accounts

1,450

MA Average: 1,309
Average Account Size

$203,737

MA Average: $855,770

Investment Advisory Services

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

Kyler Johnson Work History

2019 - Present (5 years)

Pfg Investments, LLC

2019 - Present (5 years)

Practice Financial Group, LLC

2017 - 2019 (2 years)

Spectrum Cpa Group, Llp

2015 - 2017 (2 years)

Wsrp, LLC

2014 - 2015 (1 year)

University Of Utah

Disclosures

Please visit the SEC profile of Kyler 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 Practice Financial Group

Kyler Johnson
Bolton, MA
Ryan Fiegi
Jacksonville, OR
Ryan Millar
Washington, UT
Ekaterina Kostenko
Jacksonville, OR
Nathan Williams
Jacksonville, OR

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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