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Advisor

John Machonga

Johnson Private Wealth Management · Sarasota, Florida

John Machonga is a fee-only financial advisor at Johnson Private Wealth Management in Sarasota, Florida. Johnson Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmJohnson Private Wealth Management
Based in Sarasota, Florida
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$37.3M across 146 accounts
SEC registration Investment adviser representative in IL · CRD 1144638
Exams passedSeries 63 (1984)
Firm size2 employees
Disclosures None reported

How John's firm compares

  • Johnson Private Wealth Management's average account is about $256,000, from its Form ADV (assets managed divided by 146 accounts).

What fee-only advisors charge in Florida

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Questions about John

Is John Machonga a fee-only financial advisor?

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

How does John charge for financial advice?

John's firm, Johnson Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is John Machonga based?

John Machonga is based in Sarasota, Florida.

Is John Machonga registered with the SEC?

Yes. John Machonga is registered as an investment adviser representative in IL (CRD 1144638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Johnson Private Wealth Management manage?

Johnson Private Wealth Management reports $37.3M across 146 accounts in assets under management.

How do I contact John Machonga?

Contact details aren't on file yet. Search for Johnson Private Wealth Management.

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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