# William Johnson

> William Johnson is a fee-only financial advisor at I.M.S. Wealth Management in Erie, Pennsylvania. I.M.S. Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-johnson-1000566/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** I.M.S. Wealth Management
- **Based in:** Erie, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $38.4M across 127 accounts
- **CRD:** 1000566 (https://adviserinfo.sec.gov/individual/summary/1000566)
- **SEC registration:** Investment adviser representative in NY, PA
- **Exams passed:** Series 63 (1981), Series 65 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.imswealthmanagement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and I.M.S. Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, I.M.S. Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Johnson based?

William Johnson is based in Erie, Pennsylvania.

### Is William Johnson registered with the SEC?

Yes. William Johnson is registered as an investment adviser representative in NY and PA (CRD 1000566), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does I.M.S. Wealth Management manage?

I.M.S. Wealth Management reports $38.4M across 127 accounts in assets under management.

### How do I contact William Johnson?

Through William's website, www.imswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1000566): 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

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