# Whitney Johnson

> Whitney Johnson is a fee-only financial advisor at Baseline Investments in San Francisco, California. Baseline Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/whitney-johnson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Baseline Investments
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $9M across 78 accounts
- **CRD:** 6473722 (https://adviserinfo.sec.gov/individual/summary/6473722)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.baselinefin.com

## Frequently asked questions

### Is Whitney Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Whitney holds no broker registration, and Baseline Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Whitney charge for financial advice?

Whitney's firm, Baseline Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is Whitney Johnson based?

Whitney Johnson is based in San Francisco, California.

### Is Whitney Johnson registered with the SEC?

Yes. Whitney Johnson is registered as an investment adviser representative in CA (CRD 6473722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Baseline Investments manage?

Baseline Investments reports $9M across 78 accounts in assets under management.

### How do I contact Whitney Johnson?

Through Whitney's website, www.baselinefin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6473722): 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
- The firm's website (https://baselinefin.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.