Sara Brackett
Johnson & White Wealth Management · York, Pennsylvania
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.
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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 7826126 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | johnsonandwhite.com |
How Sara'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 Sara
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.
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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