Kayla
Johnson

Spire Wealth Management, LLC

CRD#6965342
Investment Advisor
in Wilmington, NC

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About this Advisor

Kayla Johnson is a financial advisor based in Wilmington, North Carolina, working with Spire Wealth Management, LLC. Kayla has previously held positions at New Hanover County Schools, Pathfinder Wealth Consulting, Commonwealth Financial Network, and Corbett Road Wealth Management. Kayla has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Kayla is part of Spire Wealth Management, LLC, which operates out of Wilmington, North Carolina. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion 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, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Wilmington, NC

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,777,743,993

NC Average: $1,835,309,194
Total Number of Employees

165

NC Average: 32
Total Number of Accounts

15,951

NC Average: 1,458
Average Account Size

$299,526

NC Average: $1,258,785

Investment Advisory Services

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

Kayla Johnson Work History

2022 - Present (2 years)

Corbett Road Wealth Management

2018 - 2022 (4 years)

Pathfinder Wealth Consulting

2018 - 2022 (4 years)

Commonwealth Financial Network

2014 - 2018 (4 years)

New Hanover County Schools

Disclosures

Please visit the SEC profile of Kayla 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 Spire Wealth Management, LLC

Nicholas Putnam
Bedminster, NJ
Penny Dokken
Colorado Springs, CO
Tobia Pierce
Xenia, OH
Zachary Joiner
Saint Louis, MO
Christopher Frederick
Knoxville, TN
Conal Saturno-Sanjana
Mc Lean, VA
Carolyn Kitzel
Fort Lauderdale, FL
Kayla Johnson
Wilmington, NC

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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