# Bradley Johnston

> Bradley Johnston is a fee-only financial advisor at Fiduciary Benefits Group in San Diego, California, who holds the CFP and ChFC credentials. Bradley charges a flat fee or retainer and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/bradley-johnston/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fiduciary Benefits Group
- **Based in:** San Diego, California
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.07B across 582 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6906301 (https://adviserinfo.sec.gov/individual/summary/6906301)
- **SEC registration:** Investment adviser representative in CA, ID, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.fiduciarybenefitsgroup.com

## Frequently asked questions

### Is Bradley Johnston a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Fiduciary Benefits Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bradley charge for financial advice?

Bradley charges a flat fee or retainer.

### Where is Bradley Johnston based?

Bradley Johnston is based in San Diego, California.

### What does Bradley specialize in?

Bradley's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Bradley Johnston hold?

Bradley Johnston holds the CFP and ChFC credentials.

### Is Bradley Johnston registered with the SEC?

Yes. Bradley Johnston is registered as an investment adviser representative in CA, ID and TX (CRD 6906301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fiduciary Benefits Group manage?

Fiduciary Benefits Group reports $1.07B across 582 accounts in assets under management.

### How do I contact Bradley Johnston?

Through Bradley's website, www.fiduciarybenefitsgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6906301): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fiduciarybenefitsgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.