# Bridget Johanson

> Bridget Johanson is a fee-only financial advisor at Main Street Research in Greenwich , Connecticut. Bridget charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.

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

## Facts

- **Firm:** Main Street Research
- **Based in:** Greenwich , Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $2.68B across 3,017 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7631966 (https://adviserinfo.sec.gov/individual/summary/7631966)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2023), Series 66 (2023)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.ms-research.com

## Frequently asked questions

### Is Bridget Johanson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bridget holds no broker registration, and Main Street Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bridget charge for financial advice?

Bridget charges a percentage of assets.

### How much does Bridget charge?

According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Does Bridget work with clients virtually?

Yes. Main Street Research says on its website that it works with clients remotely.

### Where is Bridget Johanson based?

Bridget Johanson is based in Greenwich , Connecticut.

### What does Bridget specialize in?

Bridget's specialties include estate & legacy planning and family wealth transfer. Bridget works with multi-generational families.

### Is Bridget Johanson registered with the SEC?

Yes. Bridget Johanson is registered as an investment adviser representative in CT (CRD 7631966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Main Street Research manage?

Main Street Research reports $2.68B across 3,017 accounts in assets under management.

### How do I contact Bridget Johanson?

Through Bridget's website, www.ms-research.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7631966): 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://ms-research.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.