Eric Johanson
Scope Wealth Management · Santa Monica, California
Eric Johanson is a fee-only financial advisor at Scope Wealth Management in Santa Monica, California, who holds the CFA credential. Scope Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Early-career professionals
- Executives
- Retirees
Facts
| Firm | Scope Wealth Management |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.0M across 23 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO · CRD 6475604 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.scopewealth.com |
| Profile |
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Questions about Eric
Is Eric Johanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Scope Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Scope Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Johanson based?
Eric Johanson is based in Santa Monica, California.
What credentials does Eric Johanson hold?
Eric Johanson holds the CFA credential.
Is Eric Johanson registered with the SEC?
Yes. Eric Johanson is registered as an investment adviser representative in CA and CO (CRD 6475604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Scope Wealth Management manage?
Scope Wealth Management reports $7.0M across 23 accounts in assets under management.
How do I contact Eric Johanson?
Through Eric's website, www.scopewealth.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
- Scope Wealth Management 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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