E. Roger Financial Group
39yrs
Top advisor by experience in Largo
30yrs
Alan Johnson
Full name on record: Alan Dwayne Johnson
Financial advisor at Financial & Tax Architects
Alan Johnson has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Largo, Maryland. After 14 years at Transamerica Financial Advisors, Alan joined Financial & Tax Architects in 2021, a firm offering financial planning, investment management, and educational workshops. Financial & Tax Architects reports being paid through a percentage of assets and flat fees.
One of 7 advisors with offices in Largo, and one of 5 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 5% by experience at Financial & Tax Architects
Office1400 Mercantile Lane, #214, Largo, MD 20774
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$239,584
Advisors at the firm38
States licensed ?1 state
Services through Financial & Tax Architects
Financial planningInvestment management for individuals and small businessesEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowFinancial & Tax Architects, LLCCurrent firm
- 1998 – 2012Transamerica Financial Advisors, LLCPreviously
Contact Alan
1400 Mercantile Lane, #214Largo, MD 20774Office · Get directions Firm main line(314) 858-1122Headquarters: Financial & Tax Architects · St. Louis, MO
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Questions to ask Alan
Tailored to Alan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alan
How do I contact Alan?
Call Financial & Tax Architects at (314) 858-1122 and ask for Alan Johnson. Alan works from the Largo, MD office.
How long has Alan been a financial advisor?
Alan has been in the industry since 1996, about 30 years. Top 5% by experience at Financial & Tax Architects.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Financial & Tax Architects reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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