Rob Lyman
Johnson Lyman Wealth Advisors · Los Altos, California
Rob Lyman is a fee-only financial advisor at Johnson Lyman Wealth Advisors in Los Altos, California, who holds the CFP credential. Rob focuses on equity compensation and retirement planning. Johnson Lyman Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Physicians
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 4697601 |
| Exams passed | Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | jlwealth.com |
How Rob'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 Rob
Is Rob Lyman a fee-only financial advisor?
Yes. Rob Lyman 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 Rob's firm.
How does Rob charge for financial advice?
Rob's firm, Johnson Lyman Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rob Lyman based?
Rob Lyman is based in Los Altos, California.
What does Rob specialize in?
Rob's specialties include equity compensation and retirement planning. Rob works with tech employees and physicians.
What credentials does Rob Lyman hold?
Rob Lyman holds the CFP credential.
Is Rob Lyman registered with the SEC?
Yes. Rob Lyman is registered as an investment adviser representative in CA (CRD 4697601), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Rob Lyman?
Through Rob's website, jlwealth.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
- Johnson Lyman Wealth 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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