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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2020
- Office Locations
- 1
Office Locations
About Piece OF Wealth Planning LLC
Piece of Wealth Planning is an Atlanta-area, fee-only CPA/CFP firm serving small business owners, private practice owners, medical professionals, and independent contractors. It pairs small business accounting and consulting with tax preparation/planning, comprehensive financial planning, and investment management in one ongoing engagement, delivered high-touch via virtual meetings. Client portfolios are primarily ETF-based and custody is through Schwab.
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Owner & Executives
Jovan Jameel Johnson
Co-Owner, Financial Advisor, General Partner
- CRD
- #7225767
- Ownership
- 50% but less than 75%
Tiffany Yolanda Johnson
Advisor, Co-Owner
- CRD
- #7316525
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,769,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,769,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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