Firm
PWJohnson Wealth and Legacy
Los Altos, California
Fee-only
PWJohnson Wealth and Legacy at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 53 individual clients, 27 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 54 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Altos, California |
|---|---|
| Website | pwjohnson.com |
| Phone | (408) 747-1222 |
PWJohnson Wealth and Legacy fees
PWJohnson Wealth and Legacy doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $62 million |
| Individual clients | 26 |
| High-net-worth clients | 27 |
| Accounts managed | 54 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-67418) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 133538 |