Robert Allan
Johnson & White Wealth Management · York, Pennsylvania
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.
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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 | $484.6M across 1,323 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5262146 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | johnsonandwhite.com |
How Robert's firm compares
- Johnson & White Wealth Management's average account is about $366,000, from its Form ADV (assets managed divided by 1,323 accounts).
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Questions about Robert
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.
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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