Derek Johnson
Ferguson-Johnson Wealth Management, Inc.

Tel: (301) 670-0994
51 Monroe Street
Suite PE-25
Rockville, MD 20850

Fee-Only Wealth Management and Investment Advice

Ferguson-Johnson Wealth Management, Inc. | Financial Advisor in Rockville ,MD

About Ferguson-Johnson Wealth Management, Inc.

Ferguson-Johnson Wealth Management, Inc. is an independent wealth
management firm and a registered investment advisor. The firm
was founded in 1978. Clients include families and individuals,
privately owned businesses and retirement accounts. Our primary
goal is to incorporate our clients' individual objectives with
venerable, prudent investing using modern portfolio management
and sound wealth management techniques. As fee-only
advisors, we take no commissions and have no hidden charges. We
are committed to respond to your needs with integrity and total
confidentiality.

18 Years of Experience


Connect With an Expert Financial Advisor and Get Answers

General Information

Firm Start Year:   1978
No.of Employees:   5-9
Insurance License#:   N/A
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   MD, VA, DC, NY
Number of Years with Current Firm:   17
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via email , Via phone


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA) , Paladin Registry , National Association of Personal Financial Advisors (NAPFA)


Firm Information

Firm's Number of Clients:   100+
Firm's Number of Planning Clients:   100+
Assets Managed by Firm:   $100M +


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets , Flat Fee
Fee % Based on Assets:   1% or less
Additional Details on Charges:   Fee-only based on assets under management.
Percentage determined by account value.


Education

Bachelors of Science - Finance  University of Maryland
-



Faqs

  • Do you have a customer satisfaction or refund policy? If a client is not satisfied with their relationship with our firm, they may terminate the engagement and we will refund fees on a pro-rated basis according to the unearned amount previously billed.
  • What are your qualifications? What is your education background? We have both a Chartered Retirement Planning Counselor (CRPC) and a CERTIFIED FINANCIAL PLANNER (CFP(R)) who collaborate on financial planning topics with clients.
  • What is your approach to financial planning? We thoroughly explore our clients' needs and work with them to put together a goal-based financial plan to assess how on-track they are toward satisfying those needs.
  • What services do you offer? We offer comprehensive wealth management, investment management, financial planning, financial counseling, tax-analysis, risk-management assessment, and estate analysis.
  • How many clients do you currently manage? We work with approximately 160 clients that are individuals, households, or small businesses.
see more
Derek Johnson

Derek Johnson

CRPC®


Derek Johnson, CRPC, serves as a Principal and Director of Ferguson-Johnson Wealth Management. As a Chartered Retirement Planning Counselor and the Head of our Investment Committee, Derek is in touch with leading academics in the areas of portfolio and wealth management. He is also an Investment Advisor Representative.

Derek has been with Ferguson-Johnson Wealth Management since 2000. Over the years Derek has helped clients in all stages of life, and has built a large network of attorneys, accountants, and insurance agents who put their clients? interests first. He holds a Bachelor of Science in finance from the University of Maryland. He has presented research on the benefits of asset class allocation to the American Association of Individual Investors (AAII).

The son of a successful small business owner, Derek appreciates the value of money and what it takes to earn it. Derek mentors students in the Wootton High School Cooperative Education Program and is a big football fan.

My Team


Jon Powell

Jon Powell


CFP(r)

Jon Powell, CFP serves as a financial planner and portfolio manager for Ferguson-Johnson Wealth Management. He organizes, develops, and delivers financial plans to our clients as well as overseeing client portfolios. Jon is also the primary author and curator of the content featured on our website?s blog. He has been with the firm since 2013. Jon graduated with a degree in finance from Virginia Tech?s renowned CFP Certification Education track, a CFP Board-Registered Program. Prior to ...more

John Ferguson

John Ferguson


John Ferguson serves as a Principal and Director of Ferguson-Johnson Wealth Management. He has been in the investment business since 1963 as an analyst, securities broker, investment counselor, and asset manager. He has also served as a regional division manager for a major NYSE member firm, Reynolds Securities. John graduated from the University of Kentucky with a Bachelor of Science in agricultural economics. He has pursued advanced studies at Washington University, The Ben Franklin S ...more

Communities Served

All

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Bank Transfer

Social Networks


tweeter facebook linkedin google plus