Henry Reed
PWJohnson Wealth and Legacy · Los Altos, California
Henry Reed is a fee-only financial advisor at PWJohnson Wealth and Legacy in Los Altos, California. Henry charges an ongoing planning fee.
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Facts
| Firm | PWJohnson Wealth and Legacy |
|---|---|
| Based in | Los Altos, California |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $62.5M across 54 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7175369 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pwjohnson.com |
| Profile |
How Henry's firm compares
- PWJohnson Wealth and Legacy's average account is about $1.2 million, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Henry
Is Henry Reed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and PWJohnson Wealth and Legacy reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Henry charge for financial advice?
Henry charges an ongoing planning fee.
Where is Henry Reed based?
Henry Reed is based in Los Altos, California.
Is Henry Reed registered with the SEC?
Yes. Henry Reed is registered as an investment adviser representative in CA (CRD 7175369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PWJohnson Wealth and Legacy manage?
PWJohnson Wealth and Legacy reports $62.5M across 54 accounts in assets under management.
How do I contact Henry Reed?
Through Henry's website, www.pwjohnson.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Altos
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
- PWJohnson Wealth and Legacy 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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