A complete list of active advisors currently associated with PWJohnson Wealth & Legacy, LLC

Warmer can help you find a great advisor at PWJohnson Wealth & Legacy, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at PWJohnson Wealth & Legacy, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Peter Johnson Jr.	Los Altos, CA	36
Henry Reed	Los Altos, CA	5

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