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- Custodian
- Great-West Trust ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2021
- Office Locations
- 1
Office Locations
About Differential Planning LLC
Differential Planning is a fee-only, fiduciary RIA providing virtual financial planning and investment planning for early-career physicians, working with clients regardless of location. Led by a CFA charterholder with a physician spouse, the firm pairs goal-based planning (tax, insurance, and estate considerations) with ongoing asset-allocation and portfolio management primarily using publicly offered funds, with custody including Vanguard.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Charles Tucker Johnson
Chief Compliance Officer, Founder, Owner
- CRD
- #7339525
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,516,993 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,516,993 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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