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PIECE OF WEALTH PLANNING LLC
Piece of Wealth Planning LLC is a comprehensive small business accounting and fee-only financial planning firm serving small business owners, private...
Overview
Piece of Wealth Planning LLC is a comprehensive small business accounting and fee-only financial planning firm serving small business owners, private practice owners, medical professionals, and independent contractors. Based in Atlanta, Georgia, the firm works with clients virtually around the United States. It provides accounting, tax, and comprehensive financial planning as an all-in-one solution and operates as fee-only fiduciaries.
General information
Firm type
RIA
Location
Country
United States
City
Atlanta
Principals
Jovan Johnson
MBA, CFP®, CPA, PFS — Founder and Co-Owner
Tiffany Johnson
MBA, CFP® — Co-Owner
Sector focus
Frequently asked questions
Where is Piece of Wealth Planning LLC headquartered?
The firm's headquarters location is not publicly available. Family offices often register in states with favorable business laws, but no city or state is confirmed for this entity.
Does Piece of Wealth Planning LLC disclose its AUM?
No. The firm does not publicly disclose its assets under management. This is common among private family offices that prioritize privacy and discretion.
Who founded Piece of Wealth Planning LLC?
The founder or principals of Piece of Wealth Planning LLC are not identified in public records. The firm maintains a low profile, typical of family offices that avoid public recognition.
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