Johnson & White Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Our hourly charge is $250 to $400 per hour.”

Flat or project fee

$2,000⁠-⁠$15,000

“Fixed fee rates vary from $2,000 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Johnson & White Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and will depend on the anticipated complexity of your plan.”
• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
• “This fixed fee will be payable by the client by check upon receipt of an invoice or can be debited directly from a Client account under JWWM’ management.”

How Johnson & White Wealth Management LLC’s fees compare

• Its hourly rate of $250-$400 is above the Pennsylvania median of $250. 72% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 1 of the 2 other planners in York that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$15,000 spans the Pennsylvania median of $3,650. 79% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in York that publish a flat or project fee charge less.

About Johnson & White Wealth Management LLC

• Firm size: 7 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

466

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$484,628,943

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169795

Website

facebook.com/Johnsonandwhitewealth (opens in new tab)

Phone

(717) 430-0001

Can advise clients in 8 states: California, Florida, Maryland, North Carolina, New Jersey, Pennsylvania, Texas, Virginia

Other planners in York that publish fees

• Integrated Wealth Solutions, LLCYork$1,500⁠-⁠$3,000
• Macro Advisors, Inc.York$150/hr
• Saubel Financial GroupYork$450/hr, $10,000
• The Financial Advisory GroupYork$2,000⁠-⁠$6,000

Compare all 6 planners in York