Trish Johnson
Raise Financial Advisors LLC · Oakland, California
Trish Johnson is a fee-only financial advisor at Raise Financial Advisors LLC in Oakland, California, who holds the CFP and MBA credentials. Raise Financial Advisors LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Raise Financial Advisors LLC |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18.1M across 171 accounts |
| Credentials | CFP · MBA |
| Firm size | 1 employee |
| Profile |
How Trish's firm compares
- Raise Financial Advisors LLC's average account is about $106,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Trish
Is Trish Johnson a fee-only financial advisor?
Yes. Trish Johnson is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Trish charge for financial advice?
Trish's firm, Raise Financial Advisors LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trish Johnson based?
Trish Johnson is based in Oakland, California.
What credentials does Trish Johnson hold?
Trish Johnson holds the CFP and MBA credentials.
How much does Raise Financial Advisors LLC manage?
Raise Financial Advisors LLC reports $18.1M across 171 accounts in assets under management.
How do I contact Trish Johnson?
Contact details aren't on file yet. Search for Raise Financial Advisors LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Oakland
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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