# Rebecca Lyman

> Rebecca Lyman is a fee-only financial advisor at Johnson Lyman Wealth Advisors in Los Altos, California, who holds the CFP credential. Johnson Lyman Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rebecca-lyman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Johnson Lyman Wealth Advisors
- **Based in:** Los Altos, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $202.1M across 57 accounts
- **Credentials:** CFP
- **CRD:** 7609189 (https://adviserinfo.sec.gov/individual/summary/7609189)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://jlwealth.com

## Frequently asked questions

### Is Rebecca Lyman a fee-only financial advisor?

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

### How does Rebecca charge for financial advice?

Rebecca's firm, Johnson Lyman Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rebecca Lyman based?

Rebecca Lyman is based in Los Altos, California.

### What credentials does Rebecca Lyman hold?

Rebecca Lyman holds the CFP credential.

### Is Rebecca Lyman registered with the SEC?

Yes. Rebecca Lyman is registered as an investment adviser representative in CA (CRD 7609189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Johnson Lyman Wealth Advisors manage?

Johnson Lyman Wealth Advisors reports $202.1M across 57 accounts in assets under management.

### How do I contact Rebecca Lyman?

Through Rebecca's website, jlwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7609189): 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

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