Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Rockville, MD
Rockville Financial Advisors
Ferguson-Johnson Wealth Management, Inc.
51 Monroe Street, Suite PE-25
Rockville, MD 20850
(301) 670-0994
“Fee-Only Wealth Management and Investment Advice”
Advisor Profile
Derek Johnson
Name:  Derek Johnson
Phone Number:  (301) 670-0994
Website:  Visit Website

About Ferguson-Johnson Wealth Management, Inc.

Ferguson-Johnson Wealth Management, Inc. is an independent wealth
management firm and a registered investment advisor. The firm
was founded in 1978. Clients include families and individuals,
privately owned businesses and retirement accounts. Our primary
goal is to incorporate our clients' individual objectives with
venerable, prudent investing using modern portfolio management
and sound wealth management techniques. As fee-only
advisors, we take no commissions and have no hidden charges. We
are committed to respond to your needs with integrity and total
confidentiality.
 

General Information

Gender:    Male
CRD#:    109232
Firm CRD#:    109232
SEC File#:    801-56625
Insurance License#:    N/A
Name of Broker/Dealer:    N/A
Name of Custodial Firm:    Fidelity Investments
States Licensed in:    MD, VA, DC, NY
States Willing to do Business in:    All
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    17
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
John graduated from the University of Kentucky with a major in Agricultural Economics. He has pursued advanced studies at Washington University, St. Louis University Law School, The Ben Franklin School of Accounting, and the Masters of Taxation Program at Southeastern University.
 

Services

Investment Types:    Alternative Investments, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At your home, At your office, Via phone, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 65
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Paladin Registry
 

Firm Information

Firm's Number of Clients:    100+
Firm's Number of Planning Clients:    100+
Assets Managed by Firm:    $100M +
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1% or less
Additional Details on Charges:    Fee-only based on assets under management.
Percentage determined by account value.
 
 
 
Prepared By: Derek Johnson

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.