# Robert Allan

> Robert Allan is a fee-only financial advisor at Johnson & White Wealth Management in York, Pennsylvania. Johnson & White Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Johnson & White Wealth Management
- **Based in:** York, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $484.6M across 1,323 accounts
- **CRD:** 5262146 (https://adviserinfo.sec.gov/individual/summary/5262146)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://johnsonandwhite.com

## Frequently asked questions

### Is Robert Allan a fee-only financial advisor?

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

### How does Robert charge for financial advice?

Robert's firm, Johnson & White Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Allan based?

Robert Allan is based in York, Pennsylvania.

### Is Robert Allan registered with the SEC?

Yes. Robert Allan is registered as an investment adviser representative in PA (CRD 5262146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Johnson & White Wealth Management manage?

Johnson & White Wealth Management reports $484.6M across 1,323 accounts in assets under management.

### How do I contact Robert Allan?

Through Robert's website, johnsonandwhite.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5262146): 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.