PWJohnson Wealth & Legacy, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,486,257
Total clients
53
51% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,178,986
About
PWJohnson Wealth & Legacy provides personalized, fee-only financial planning and investment management to individuals, their trusts and estates, charitable organizations, and small business retirement plans. The firm’s client base is concentrated among high-net-worth individuals and is served through a small advisory team offering comprehensive planning, retirement and education planning, tax-aware investment advice, and estate/legacy facilitation.
The firm describes a diversified, adaptive investment approach grounded in Modern Portfolio Theory and informed by behavioral finance, typically implemented with mutual funds, ETFs and third-party managers. PWJohnson operates predominantly on a non-discretionary basis—clients must approve transactions—and reported no discretionary and $63,990,340 in non-discretionary assets under management as of 12/31/2024, a setup that is uncommon among peers.
Compared with many similar-sized advisers, PWJohnson’s two-advisor structure and roughly 60-client roster yield a relatively high asset-per-advisor ratio and a practice oriented toward tailored, ongoing planning and family legacy work, including facilitated family dialogue and occasional educational workshops. The firm is independent and fee-only, does not accept commissions or sell investment products, and typically works with clients who meet or are expected to reach its $1,000,000 account guideline (with waivers possible).
Client services
Expertise
Fee options
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
Main office location
PWJohnson Wealth & Legacy, LLC
2051 Grant Road, Suite 240
Los Altos CA 94024-6913, United States
Number of offices
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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