Peter Johnson
PWJohnson Wealth and Legacy · Los Altos, California
Peter Johnson is a fee-only financial advisor at PWJohnson Wealth and Legacy in Los Altos, California. Peter charges an ongoing planning fee.
Request an introduction to Peter →
Facts
| Firm | PWJohnson Wealth and Legacy |
|---|---|
| Based in | Los Altos, California |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $62.5M across 54 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1435611 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pwjohnson.com |
| Profile |
How Peter's firm compares
- PWJohnson Wealth and Legacy's average account is about $1.2 million, from its Form ADV (assets managed divided by 54 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Altos
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
- PWJohnson Wealth and Legacy website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.