Martin Johnson
361 Financial Planning · Walnut Creek, California
Martin Johnson is a fee-only financial advisor at 361 Financial Planning in Walnut Creek, California. 361 Financial Planning reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 361 Financial Planning |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.2M across 34 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2496863 |
| Exams passed | Series 63 (2014) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Martin's firm compares
- 361 Financial Planning's average account is about $153,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Martin
Is Martin Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and 361 Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, 361 Financial Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Martin Johnson based?
Martin Johnson is based in Walnut Creek, California.
Is Martin Johnson registered with the SEC?
Yes. Martin Johnson is registered as an investment adviser representative in TX (CRD 2496863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 361 Financial Planning manage?
361 Financial Planning reports $5.2M across 34 accounts in assets under management.
How do I contact Martin Johnson?
Contact details aren't on file yet. Search for 361 Financial Planning.
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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