Matthew Johnson
Mccollum Christoferson Group · Amherst, New York
Matthew Johnson is a fee-only financial advisor at Mccollum Christoferson Group in Amherst, New York, who holds the CFA credential. Mccollum Christoferson Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mccollum Christoferson Group |
|---|---|
| Based in | Amherst, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $415.8M across 815 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 7591625 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mccollum-christoferson.com |
| Profile |
How Matthew's firm compares
- Mccollum Christoferson Group's average account is about $510,000, from its Form ADV (assets managed divided by 815 accounts).
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Questions about Matthew
Is Matthew Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Mccollum Christoferson Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Mccollum Christoferson Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Johnson based?
Matthew Johnson is based in Amherst, New York.
What credentials does Matthew Johnson hold?
Matthew Johnson holds the CFA credential.
Is Matthew Johnson registered with the SEC?
Yes. Matthew Johnson is registered as an investment adviser representative in NY (CRD 7591625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mccollum Christoferson Group manage?
Mccollum Christoferson Group reports $415.8M across 815 accounts in assets under management.
How do I contact Matthew Johnson?
Through Matthew's website, www.mccollum-christoferson.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
- 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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