Wes Johnson, CFP

Wes Johnson, CFP is a financial planner in Charleston, SC. He operates as a fee-only fiduciary advisor and co-owner of ACT Advisors, serving clients nationwide from the firm's Mount Pleasant office. With over 15 years of experience, he specializes in investment management, tax-smart planning, and long-term financial coordination for high-achieving professionals and families. His approach focuses on disciplined, evidence-based strategies such as tactical asset allocation, market rotation, and tax-aware portfolio management to manage risk and pursue long-term opportunities. He leads the investment team, overseeing client portfolios and providing guidance on complex financial decisions, including executive benefit strategy and coordinated planning.

ACT Advisors offers three distinct service paths tailored to different client needs. The ACT Strategic Wealth option provides comprehensive investment management with a low-total cost focus, stock and bond rotation strategies, tax loss harvesting, and direct indexing. The ACT On Demand path offers flat-fee planning support for DIY-minded professionals, including strategic plan foundations, tax delta analysis, personal risk protection, and estate alignment. The firm has been an independent registered investment advisor since 2006, with a Charleston office established in 2006 and a transition to a fee-only model in 2023. Wes Johnson serves on the board of the Financial Planning Association of SC, contributing to the professional standards of the field in the state.

The Charleston-area office is located at 1156 Bowman Road, Suite 200, in Mount Pleasant, SC. This location serves clients across the Lowcountry and beyond, bringing the same fiduciary approach to financial planning and investment management as the firm's headquarters in Asheville, NC. Most client interactions are conducted remotely through video meetings and secure portals, allowing individuals in any location to receive the same level of strategic support and ongoing decision-making cadence.

Services:

• Financial Planning
• Investment Strategy
• Tax-Efficient Strategies