Corey Johnson
Shorebird · Newport Beach, California
Corey Johnson is a fee-only financial advisor at Shorebird in Newport Beach, California. Shorebird reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shorebird |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.8M across 4 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6861573 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.shorebird.co |
How Corey's firm compares
- Shorebird's average account is about $456,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Corey
Is Corey Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Shorebird reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey's firm, Shorebird, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Corey Johnson based?
Corey Johnson is based in Newport Beach, California.
Is Corey Johnson registered with the SEC?
Yes. Corey Johnson is registered as an investment adviser representative in CA (CRD 6861573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shorebird manage?
Shorebird reports $1.8M across 4 accounts in assets under management.
How do I contact Corey Johnson?
Through Corey's website, www.shorebird.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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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