R Wes Johnson (CFP®)
R Wes Johnson focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Wes Johnson has been serving the personal financial analysis and risk management needs of senior executives for more than 20 years.
In the credit union movement Wes specializes in analyzing and integrating (but never selling) split-dollar plans, 457(b), 457(f), 401(k) and retention bonuses. In the for-profit world, Wes specializes in the analysis and integration of incentive comp structures such as ISO's, RSUs, restricted stock, ESPP, 10b-5, and section 16 insiders.
Wes worked with CUNA Mutual for 8 years as an employee advisor. Then, in 2013, he left to cofound ACT Advisors, a fee-only Registered Investment Advisor (RIA).
ACT Advisors® focuses on enabling clients to pursue their dreams through excellence in investment management, world-class financial planning, and compassionate engagement.
Please visit https://act-advisors.com/fit/ to explore if we are a fit for you.
Additional Information
Wes is a past President and currently serves on the Board of Directors for the South Carolina chapter of the Financial Planning Association. In his current role, he serves to promote public education of financial planning principles.
Wes grew up in Gastonia, NC and earned his bachelor’s in Business Administration from the University of North Carolina at Chapel Hill. He has lived in the Charleston area for over 15 years. Wes and his wife Juliana have two young children. Wes coaches his children’s basketball and volleyball teams. In their free time, the Johnson Family enjoys coupon clipping and yelling at the TV during UNC basketball games.
Please visit https://act-advisors.com/fit/ to explore if we are a fit for you.
NAPFA Start Date
April 01, 2024
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