# Peter Johnson

> Peter Johnson is a fee-only financial advisor at PWJohnson Wealth and Legacy in Los Altos, California. Peter charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/peter-johnson-1435611/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** PWJohnson Wealth and Legacy
- **Based in:** Los Altos, California
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.5M across 54 accounts
- **CRD:** 1435611 (https://adviserinfo.sec.gov/individual/summary/1435611)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1987)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.pwjohnson.com

## Frequently asked questions

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

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

### How does Peter charge for financial advice?

Peter charges an ongoing planning fee.

### Where is Peter Johnson based?

Peter Johnson is based in Los Altos, California.

### Is Peter Johnson registered with the SEC?

Yes. Peter Johnson is registered as an investment adviser representative in CA (CRD 1435611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PWJohnson Wealth and Legacy manage?

PWJohnson Wealth and Legacy reports $62.5M across 54 accounts in assets under management.

### How do I contact Peter Johnson?

Through Peter's website, www.pwjohnson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1435611): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pwjohnson.com/): specialties, clients served, and fees, checked October 30, 2026

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