Bernard & Johnson Family Wealth Management fees
Financial planner in Pasadena, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 2, 2026, Bernard & Johnson Family Wealth Management (Pasadena, CA) charges up to $600 an hour for financial planning.
- Website: bernardandjohnson.com (opens in new tab)
- Call (626) 405-2920
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change.
- Hourly rate
- Up to $600/hr
Can go up to $600; the California median is $300.
“Fees for Advisory Services Financial Planning Services Bernard & Johnson offers financial planning services at an hourly rate of up to $600 or on a fixed engagement fee.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
How Bernard & Johnson Family Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- “Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor and will be based on several factors including the size and complexity of the Client relationship, future asset levels and the overall scope of services.”
About Bernard & Johnson Family Wealth Management
- Founded: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 89
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $113 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 2, 2026
- CRD number
- 283871 (opens in new tab)
- Phone
- (626) 405-2920
Registered or notice filed in 3 states: California, Oregon, Texas
Other planners in Pasadena that publish fees
- Myfi FinancialPasadenaHourly $240/hr
- Impact Fiduciary LLCPasadenaFlat $1,000-$10,000, Monthly $400-$3,500/mo
- McDonnell Financial ServicesPasadenaHourly $350/hr, Flat $50,000
- OakGrowth Wealth Management LLCPasadenaFlat $1,000-$3,000, Quarterly $2,000/qtr
- Vera Wealth LLCPasadenaHourly $250/hr, Flat $1,000-$3,000
- Thompson & Thompson Investment Advisors, Inc.PasadenaHourly $250-$600/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.