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Tiarra L Johnson

Investment adviser representative at Asset Planning, Inc
11 yearsExperience
1 stateRegistered in
$553.5MFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Asset Planning, IncApr 2021 to now
  2. Zeiders Enterprises, IncJan 2017 to Apr 2021
  3. SercoNov 2015 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (CA).

Asset Planning, Inc

$553.5MAssets managed
373Clients
5Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7364101
Firm CRD
111535
Advisor's SEC record (opens in a new tab)
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