# Sara Brackett

> Sara Brackett 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/sara-brackett/
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:** 7826126 (https://adviserinfo.sec.gov/individual/summary/7826126)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://johnsonandwhite.com

## Frequently asked questions

### Is Sara Brackett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sara 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 Sara charge for financial advice?

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

### Where is Sara Brackett based?

Sara Brackett is based in York, Pennsylvania.

### Is Sara Brackett registered with the SEC?

Yes. Sara Brackett is registered as an investment adviser representative in PA (CRD 7826126), 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 Sara Brackett?

Through Sara's website, johnsonandwhite.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7826126): 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.