JOHNSON FINANCIAL ADVISORS

Overview

Johnson Financial Advisors is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm is owner-operated and uses a fee model that blends percentage-of-assets and fixed fees. Its advisory activity is concentrated on traditional wealth management services rather than institutional consulting or pension work, and the firm does not identify as an active ESG investor. Investment activity centers on publicly traded pooled vehicles rather than direct-stock concentrated strategies or running a private capital program. The firm reports a high level of discretionary management, which indicates advisors make portfolio allocation and security-selection decisions on behalf of clients. With a client base of high-net-worth individuals and families, Johnson Financial Advisors appears to favor diversified, liquid solutions that scale across many household-sized relationships rather than bespoke private placements or direct alternative operating investments.

Assets & Accounts

Investments & Alternatives

Location & Offices