MML Investors Services
44yrs
Top advisor by experience in Newtown Square
8yrs
Patrick Johnson
Financial advisor at Concentus Wealth Advisors
Based in Newtown Square, Pennsylvania, Patrick Johnson is a fiduciary financial advisor with 8 years of industry experience. Patrick has been with Concentus Wealth Advisors since 2021. Patrick’s designations include CFP® and ChFC.
One of 292 advisors with offices in Newtown Square, and one of 225 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3803 West Chester Pike Suite 225, Newtown Square, PA 19073
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$3.1 million
Advisors at the firm9
States licensed ?1 state
Services through Concentus Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowConcentus Wealth AdvisorsCurrent firm
Contact Patrick
(610) 994-9190Concentus Wealth Advisors main office 3803 West Chester Pike Suite 225Newtown Square, PA 19073Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Patrick
How do I contact Patrick?
Call Concentus Wealth Advisors at (610) 994-9190 and ask for Patrick Johnson. Patrick works from the Newtown Square, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Concentus Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick 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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