Advisor at PWJohnson Wealth & Legacy, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PWJohnson Wealth & Legacy, LLC
Location
Los Altos, CA 94024-6913
Credentials
Series 63
Industry experience
35 years
Peter Johnson is a financial advisor with PWJohnson Wealth & Legacy, LLC, holding a Series 63 designation and over 35 years of industry experience. He has worked at PWJohnson Wealth Management and OneAscent Financial Services LLC before joining his current firm in 2020. Outside of advising, Mr. Johnson serves as President of AdvisorPress, Inc., a publisher focused on personal financial planning information and public financial literacy events. PWJohnson Wealth & Legacy provides personalized, fee-only financial planning and investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified, adaptive investment approach grounded in Modern Portfolio Theory and behavioral finance, operating mainly on a non-discretionary basis with an emphasis on tailored, ongoing planning and family legacy facilitation.
Based on PWJohnson Wealth & Legacy, LLC
Based on PWJohnson Wealth & Legacy, LLC
Fixed retainer fee ranging from $2,500 to $20,000 per year
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$325 per hour
Account minimum: $1,000,000 Minimum fee: $6,250 annual minimum fee Fee-only: Firm is strictly fee-only; no commissions or product sales
2051 Grant Road, Suite 240
Los Altos, CA 94024-6913
California
PWJohnson Wealth and Legacy, LLC
2020 - Present (6 years)
OneAscent Financial Services LLC
2018 - 2020 (2 years)
PW Johnson Wealth Management
1990 - 2018 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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