Ferguson-johnson Wealth Management, Inc.

Ferguson-Johnson Wealth Management, Inc. is a registered investment adviser established in 1978, located in Potomac, Maryland. The firm offers continuous investment management and financial planning services to clients, with a focus on personalized investment strategies based on risk levels and client objectives. Clients may engage in investment management or financial planning separately or as a combined service. The firm may recommend third-party sub-advisers who are registered investment advisers. Ferguson-Johnson Wealth Management is a fee-only advisor, with fees based on a percentage of assets under management, typically 1% annually. Financial planning services are available at an hourly rate of $350. The firm operates under a fiduciary duty, acting in the best interests of clients, and does not charge performance-based fees. Clients have investment discretion, with accounts managed on a discretionary basis. The firm does not vote proxies on behalf of clients and does not have custody of client assets. Ferguson-Johnson Wealth Management has no disciplinary events and maintains a Code of Ethics emphasizing client interests, integrity, and compliance with regulations. As of December 31, 2024, the firm had $261,402,106 of assets under management on a discretionary basis.