Rebecca Lyman
Johnson Lyman Wealth Advisors · Los Altos, California
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.
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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 | $202.1M across 57 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7609189 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | jlwealth.com |
How Rebecca's firm compares
- Johnson Lyman Wealth Advisors's average account is about $3.5 million, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Rebecca
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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.
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