PWJohnson Wealth & Legacy, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$59,527,224
Clients
53
Advisors
2
of 3 employees
About
PWJohnson Wealth & Legacy provides fee-only financial planning and investment management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, small businesses, and retirement plans. Services include comprehensive and modular planning (cash flow, tax-aware strategies, retirement, education and estate planning), periodic reviews, and occasional educational workshops; the firm generally expects a $1,000,000 account minimum but may waive it in some circumstances.
The firm’s investment approach is diversified and adaptive, informed by Modern Portfolio Theory, behavioral finance, and macroeconomic analysis, and it typically implements portfolios through mutual funds, ETFs/ETNs and third‑party managers. Notably, the firm operates almost entirely on a non‑discretionary basis — clients must preapprove transactions and the adviser acts under limited authority to place orders and arrange fee deductions — with account reviews conducted at least semiannually.
A distinguishing feature is the predominance of non‑discretionary assets (the firm reports $62,486,257 in non‑discretionary AUM and no discretionary AUM), an uncommon arrangement among supported firms that affects client engagement and trade execution. The adviser also emphasizes legacy and estate coordination (including facilitating family dialogue and engaging collaborative professionals), adheres to a strict fee‑only model without product commissions, and runs as a small, two‑advisor practice that leverages institutional custody support for operational services.
Client services
Expertise
Demographic focus
Fee options
Fixed retainer fees ranging from $2,500 to $20,000 per year
$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$325 per hour
Account minimum: $1,000,000 Minimum fee: $6,250 minimum annual fee Fee-only: Firm is strictly fee-only; no commissions or mark-ups received
Main office
2051 Grant Road, Suite 240
Los Altos CA 94024-6913
Advisors at this office
2
Most active in
California
Also doing business as
Johnson, Jr., Peter William · Peter W. Johnson, Jr · Peter William Johnson, Jr. · Pw Johnson Wealth Management · Pwjohnson Wealth & Legacy, LLC · Pwjohnson Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peter J
Series 63
Los Altos, CA
PWJohnson Wealth & Legacy, LLC
Peter Johnson is a financial advisor with PWJohnson Wealth & Legacy, LLC, holding a Series 63 designation and over 35 years of industry experience. He has worked at PWJohnson Wealth Management and OneAscent Financial Services LLC before joining his current firm in 2020. Outside of advising, Mr. Johnson serves as President of AdvisorPress, Inc., a publisher focused on personal financial planning information and public financial literacy events. PWJohnson Wealth & Legacy provides personalized, fee-only financial planning and investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified, adaptive investment approach grounded in Modern Portfolio Theory and behavioral finance, operating mainly on a non-discretionary basis with an emphasis on tailored, ongoing planning and family legacy facilitation.
Henry R
Series 65
Los Altos, CA
PWJohnson Wealth & Legacy, LLC
Henry Reed is a financial advisor at PWJohnson Wealth & Legacy, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Griffin Black, LLC, Silicon Valley Capital Partners, and AssetMark Financial, Inc. before joining PWJohnson. PWJohnson Wealth & Legacy provides fee-only financial planning and investment management to high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and behavioral finance, operating primarily on a non-discretionary basis with a focus on comprehensive planning and family legacy services.
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