Whitney Johnson
Baseline Investments · San Francisco, California
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.
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Facts
| Firm | Baseline Investments |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $9M across 78 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6473722 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.baselinefin.com |
| Profile |
How Whitney's firm compares
- Baseline Investments's average account is about $115,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Whitney
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.
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
- Baseline Investments 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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