Heather Johnson
Shadowridge Asset Management · Austin, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Shadowridge Asset Management |
|---|---|
| Based in | Austin, Texas |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $126.7M across 870 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8104707 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | shadowridgeinvest.com |
How Heather's firm compares
- Shadowridge Asset Management's average account is about $146,000, from its Form ADV (assets managed divided by 870 accounts).
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Questions about Heather
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.
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
- Shadowridge Asset 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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