Bradley Johnston
Fiduciary Benefits Group · San Diego, California
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.
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Specialties
Facts
| Firm | Fiduciary Benefits Group |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $1.07B across 582 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, ID, TX · CRD 6906301 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fiduciarybenefitsgroup.com |
How Bradley's firm compares
- Fiduciary Benefits Group's average account is about $1.8 million, from its Form ADV (assets managed divided by 582 accounts).
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Questions about Bradley
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.
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
- Fiduciary Benefits Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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