Johanna King
King Wealth Advisors · San Mateo, California
Johanna King is a fee-only financial advisor at King Wealth Advisors in San Mateo, California. King Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | King Wealth Advisors |
|---|---|
| Based in | San Mateo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.1M across 170 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5470206 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alignable.com/san-mateo-ca/king-wealth-advisors |
| Profile |
How Johanna's firm compares
- King Wealth Advisors's average account is about $554,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Johanna
Is Johanna King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Johanna holds no broker registration, and King Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Johanna charge for financial advice?
Johanna's firm, King Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Johanna King based?
Johanna King is based in San Mateo, California.
Is Johanna King registered with the SEC?
Yes. Johanna King is registered as an investment adviser representative in CA (CRD 5470206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does King Wealth Advisors manage?
King Wealth Advisors reports $94.1M across 170 accounts in assets under management.
How do I contact Johanna King?
Through Johanna's website, www.alignable.com/san-mateo-ca/king-wealth-advisors.
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
- 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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