Patricia Johnson
Raise Financial Advisors · Oakland, California
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).
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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 | $18.1M across 171 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 7313931 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | raisefinancialadvisors.com |
How Patricia's firm compares
- Ongoing planning starts at $4,200 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $600, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $325, in line with the California median of $300 for fee-only firms that publish prices.
- Raise Financial Advisors's average account is about $106,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Patricia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Raise Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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