William Johnson
I.M.S. Wealth Management · Erie, Pennsylvania
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.
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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 | $38.4M across 127 accounts |
| SEC registration | Investment adviser representative in NY, PA · CRD 1000566 |
| Exams passed | Series 63 (1981) · Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.imswealthmanagement.com |
How William's firm compares
- I.M.S. Wealth Management's average account is about $302,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about William
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.
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
- 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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