Tyler L. Johnson, CFP^®

StillWater Financial Advisors

Remote
Charlotte, NC 28278-0038

FINANCIAL ADVISOR'S WEBSITE

www.stillwaterfa.com

(704) 248-5553 CONNECT WITH Tyler

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

For wealth management clients, we charge a percentage of assets managed (0.5%-1.25%). For planning clients we can do flat fee or monthly subscription pricing.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$50,000

My Links

Company Website

General

Tyler Johnson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at StillWater Financial Advisors in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

I'm the owner of StillWater Financial Advisors based out of Charlotte NC. I left Vanguard after more than a decade in order to be more involved in my community and to provide more comprehensive and personalized financial advise. I help clients determine and execute investment strategies, understand their goals and progress, budget and manage cash, get affordable rates on necessary insurance, and a wide array of other financial topics. I believe that in order for financial advice to be its most valuable, it needs to be comprehensive and personalized.

Financial Advisor Experience

I was with Vanguard for over 11 years. I have both my CFP and CTFA designations. I'm also life insurance licensed in NC and SC and have insurance partners that can work with life, P&C, and long term care insurance across a wider number of states. I focus on doing comprehensive, in-depth financial planning and wealth management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CTFA

Insurance Licenses

Life insurance: NC, SC
Property/casualty
Variable annuities: All

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities are offered through LPL Financial, Member FINRA/SIPC. StillWater Financial Advisors is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Disaster Recovery, Employee Benefits, Mutual Funds, Identity Theft, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Personal Taxes

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

For wealth management clients, we charge a percentage of assets managed (0.5%-1.25%). For planning clients we can do flat fee or monthly subscription pricing.