Tracy Johnson
Geometric Advisors · Washington, District of Columbia
Tracy Johnson is a fee-only financial advisor at Geometric Advisors in Washington, District of Columbia, who holds the CFP credential. Tracy charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Geometric Advisors |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $1.33B across 2,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6645859 |
| Exams passed | Series 65 (2021) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
| Profile |
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Questions about Tracy
Is Tracy Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracy holds no broker registration, and Geometric Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracy charge for financial advice?
Tracy charges a percentage of assets.
How much does Tracy charge?
According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does Tracy work with clients virtually?
Yes. Geometric Advisors says on its website that it works with clients remotely.
Where is Tracy Johnson based?
Tracy Johnson is based in Washington, District of Columbia.
What does Tracy specialize in?
Tracy's specialties include tax planning and estate & legacy planning. Tracy works with executives and high earners.
What credentials does Tracy Johnson hold?
Tracy Johnson holds the CFP credential.
Is Tracy Johnson registered with the SEC?
Yes. Tracy Johnson is registered as an investment adviser representative in MN and TX (CRD 6645859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Geometric Advisors manage?
Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.
How do I contact Tracy Johnson?
Through Tracy's website, www.geometricadvisors.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
- Geometric Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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