CRD: 109232
Ferguson-Johnson Wealth Management, Inc.
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-1999
- Office Locations
- 1
Office Locations
About Ferguson-Johnson Wealth Management, Inc.
Ferguson-Johnson Wealth Management is an independent, fee-only fiduciary firm providing holistic financial planning and investment management for pre-retirees, retirees, and government workers near Washington, D.C., including Thrift Savings Plan retirement guidance. Its disciplined, goal-based philosophy is grounded in Nobel Prize-winning research and implemented with evidence-based solutions such as Dimensional funds.
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Owner & Executives
DEREK MATTHEW JOHNSON
Chief Compliance Officer, Insurance Agent, PRINCIPAL
- CRD
- #4598757
- Ownership
- 75% or more
WILLIAM JONATHAN POWELL
Financial Advisor
- CRD
- #5849610
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,574,740 | $535,157 |
| Non-Discretionary | $10,779,793 | $2,694,948 |
| Total | $316,354,533 | $550,182 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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