Chris Johnson
Jacobson & Schmitt Advisors, LLC · Middleton, Wisconsin
Chris Johnson is a fee-only financial advisor at Jacobson & Schmitt Advisors, LLC in Middleton, Wisconsin, who holds the CFP and CPWA credentials. Chris charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (1.25% a year on the first tier of assets managed) and focuses on retirement planning and sustainable & impact investing.
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Specialties
Facts
| Firm | Jacobson & Schmitt Advisors, LLC |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $676.4M across 1,292 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in WI · CRD 6077904 |
| Exams passed | Series 66 (2014) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | jandsadvisors.com |
| Profile |
How Chris's firm compares
- Jacobson & Schmitt Advisors, LLC's average account is about $524,000, from its Form ADV (assets managed divided by 1,292 accounts).
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Questions about Chris
Is Chris Johnson a fee-only financial advisor?
Yes. Chris Johnson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Chris charge?
According to Jacobson & Schmitt Advisors, LLC's website, checked October 28, 2026: 1.25% a year on the first tier of assets managed.
Where is Chris Johnson based?
Chris Johnson is based in Middleton, Wisconsin.
What does Chris specialize in?
Chris's specialties include retirement planning and sustainable & impact investing.
What credentials does Chris Johnson hold?
Chris Johnson holds the CFP and CPWA credentials.
Is Chris Johnson registered with the SEC?
Yes. Chris Johnson is registered as an investment adviser representative in WI (CRD 6077904), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Jacobson & Schmitt Advisors, LLC manage?
Jacobson & Schmitt Advisors, LLC reports $676.4M across 1,292 accounts in assets under management.
How do I contact Chris Johnson?
Through Chris's website, jandsadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Jacobson & Schmitt Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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