# Patricia Johnson

> Patricia Johnson is a fee-only financial advisor at Raise Financial Advisors in Oakland, California, who holds the CFP and MBA credentials. Patricia charges a percentage of assets, an ongoing planning fee, a one-time planning fee, hourly fees and a flat fee or retainer (ongoing planning from $4,200 a year and one-time plans from $600).

Page: https://find.wellspent.co/advisors/patricia-johnson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Raise Financial Advisors
- **Based in:** Oakland, California
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $4,200 a year; one-time plans from $600; $325 an hour; 0.7%–1% a year of assets managed
- **Assets under management (firm):** $18.1M across 171 accounts
- **Credentials:** CFP, MBA
- **CRD:** 7313931 (https://adviserinfo.sec.gov/individual/summary/7313931)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://raisefinancialadvisors.com

## Frequently asked questions

### Is Patricia Johnson a fee-only financial advisor?

Yes. Patricia Johnson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patricia's firm.

### How does Patricia charge for financial advice?

Patricia charges a percentage of assets, an ongoing planning fee, a one-time planning fee, hourly fees and a flat fee or retainer.

### How much does Patricia charge?

According to Raise Financial Advisors's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $600; $325 an hour; 0.7%–1% a year of assets managed.

### Where is Patricia Johnson based?

Patricia Johnson is based in Oakland, California.

### What credentials does Patricia Johnson hold?

Patricia Johnson holds the CFP and MBA credentials.

### Is Patricia Johnson registered with the SEC?

Yes. Patricia Johnson is registered as an investment adviser representative in CA and TX (CRD 7313931), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Raise Financial Advisors manage?

Raise Financial Advisors reports $18.1M across 171 accounts in assets under management.

### How do I contact Patricia Johnson?

Through Patricia's website, raisefinancialadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46662): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://raisefinancialadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.