Daniel Johnson
Windfall Advisors · Santa Monica, California
Daniel Johnson is a fee-only financial advisor at Windfall Advisors in Santa Monica, California. Daniel focuses on founders (pre-exit), divorce financial planning and estate & legacy planning. Windfall Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Divorced individuals
Facts
| Firm | Windfall Advisors |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70M across 42 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 5819978 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.windfalladvisors.com |
| Profile |
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Questions about Daniel
Is Daniel Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Windfall Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Windfall Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Johnson based?
Daniel Johnson is based in Santa Monica, California.
What does Daniel specialize in?
Daniel's specialties include founders (pre-exit), divorce financial planning, estate & legacy planning and tax planning. Daniel works with founders and divorced individuals.
Is Daniel Johnson registered with the SEC?
Yes. Daniel Johnson is registered as an investment adviser representative in CA and NY (CRD 5819978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windfall Advisors manage?
Windfall Advisors reports $70M across 42 accounts in assets under management.
How do I contact Daniel Johnson?
Through Daniel's website, www.windfalladvisors.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
- Windfall Advisors 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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