# Heather Johnson

> Heather Johnson is a fee-only financial advisor at Shadowridge Asset Management in Austin, Texas. Heather charges hourly fees and a one-time planning fee and focuses on retirement planning.

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

## Facts

- **Firm:** Shadowridge Asset Management
- **Based in:** Austin, Texas
- **Fee model:** Hourly; One-time planning fee
- **Assets under management (firm):** $126.7M across 870 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8104707 (https://adviserinfo.sec.gov/individual/summary/8104707)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://shadowridgeinvest.com/

## Frequently asked questions

### Is Heather Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Shadowridge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Heather charge for financial advice?

Heather charges hourly fees and a one-time planning fee.

### Where is Heather Johnson based?

Heather Johnson is based in Austin, Texas.

### What does Heather specialize in?

Heather's specialties include retirement planning. Heather works with retirees and pre-retirees.

### Is Heather Johnson registered with the SEC?

Yes. Heather Johnson is registered as an investment adviser representative in TX (CRD 8104707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Shadowridge Asset Management manage?

Shadowridge Asset Management reports $126.7M across 870 accounts in assets under management.

### How do I contact Heather Johnson?

Through Heather's website, shadowridgeinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8104707): 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://shadowridgeinvest.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.