Barbara Johnson
Johnson Private Wealth Management · Bath, Illinois
Barbara Johnson is a fee-only financial advisor at Johnson Private Wealth Management in Bath, Illinois. Johnson Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Johnson Private Wealth Management |
|---|---|
| Based in | Bath, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $37.3M across 146 accounts |
| SEC registration | Investment adviser representative in FL, IL · CRD 5335198 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Barbara's firm compares
- Johnson Private Wealth Management's average account is about $256,000, from its Form ADV (assets managed divided by 146 accounts).
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Questions about Barbara
Is Barbara Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Johnson Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Johnson Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Barbara Johnson based?
Barbara Johnson is based in Bath, Illinois.
Is Barbara Johnson registered with the SEC?
Yes. Barbara Johnson is registered as an investment adviser representative in FL and IL (CRD 5335198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Johnson Private Wealth Management manage?
Johnson Private Wealth Management reports $37.3M across 146 accounts in assets under management.
How do I contact Barbara Johnson?
Contact details aren't on file yet. Search for Johnson Private Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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