Johnson Lyman Wealth Advisors

Wealth Management Firm in Los Altos, CA

Firm Info
Address: 4966 El Camino Real Suite 109, Los Altos, CA 94022, USA
Phone: (650) 494-2733

Firm Size
Assets Under Management: $146.4 million
# of Advisors: 1
# of Clients: 50
Client to Advisor Ratio: 50:1
Average Account Size: $2.9 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Johnson Lyman Wealth Advisors Overview

JOHNSON LYMAN WEALTH ADVISORS is a registered investment advisory firm specializing in investment advice only. Established in 2009, the firm has its headquarters in Los Altos, CA. With a fee-only arrangement, the firm prioritizes clients' interests by only earning fees for the services provided and not earning commissions from any investment products sold. The firm offers a wide range of services to clients, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. The financial planning services enable clients to lay out a comprehensive strategy to achieve their financial goals. Portfolio management services help clients manage their investment portfolios efficiently. The firm also provides pension consulting services to help businesses navigate the complex pension regulations. In addition to providing quality services to its clients, JOHNSON LYMAN WEALTH ADVISORS offers the selection of other advisors. This service allows the firm's clients to select advisors who can help them with any specialized needs. The firm's commitment to quality services and fee-only arrangement ensures that clients receive transparent and unbiased advice that is in their best interests.

JOHNSON LYMAN WEALTH ADVISORS is a financial advisory firm that caters to a diverse range of clients. The types of clients served by the firm include individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Individuals seeking financial planning services can count on the expertise of the firm's experienced advisors to provide tailored recommendations. For high net worth individuals, JOHNSON LYMAN WEALTH ADVISORS offers specialized services such as estate planning, tax planning, and investment management to ensure their wealth is managed effectively. The firm also works with pension and profit sharing plans, providing advice on plan design and compliance. Charitable organizations can rely on the firm for assistance with charitable giving strategies and investment management. JOHNSON LYMAN WEALTH ADVISORS offers two fee structures depending on the service provided. For clients seeking ongoing investment management services, the firm charges a percentage of assets under management (AUM). This fee structure incentivizes the advisor to achieve a positive return on investment for the client, as it is directly tied to the value of the assets managed. For clients seeking one-time or project-based services such as financial planning or portfolio analysis, JOHNSON LYMAN WEALTH ADVISORS charges a fixed fee. These fees are negotiated on a case-by-case basis depending on the scope of the work. The flexibility in fee structures allows the firm to cater to clients with varying needs and ensures that clients are only paying for the services they require.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Johnson Lyman Wealth Advisors does mention an investment minimum. The note states that "the firm generally requires a minimum investment of $500,000 to establish a new relationship." Therefore, it appears that Johnson Lyman Wealth Advisors requires a minimum investment of $500,000 to work with a new client.

How This Office Can Help Los Altos, CA Residents

Johnson Lyman Wealth Advisors is a well-established financial advisory firm in Los Altos, California that offers customized solutions to clients seeking financial guidance and wealth management. The firm's mission is to help individuals and families make informed decisions about their money and investments so they can pursue their financial goals with confidence. Whether someone is dealing with retirement planning, managing their complex investment portfolio, or simply looking to understand how to accelerate wealth-building, Johnson Lyman Wealth Advisors has the expertise and experience to help. Living in Los Altos comes with its own set of unique financial challenges. The high cost of living, rising property taxes, and volatile stock market can all threaten long-term financial stability. Additionally, the tech-heavy Bay Area job market can be both lucrative and unpredictable. Johnson Lyman Wealth Advisors works closely with clients to develop personalized strategies that address these specific challenges, allowing them to build a solid financial foundation for the future. By offering ongoing financial guidance, education, and support, Johnson Lyman Wealth Advisors helps clients navigate complex financial situations with confidence.

To view the Minimum Investment and Fee Schedule for Johnson Lyman Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Johnson Lyman Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Johnson Lyman Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4966 El Camino Real Suite 109, Los Altos, CA 94022, USA
Phone (650) 494-2733
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Johnson Lyman Wealth Advisors is registered to service clients in the following states:

  • California

Disciplinary History

Johnson Lyman Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

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