PlannerFees

Pwjohnson Wealth & Legacy, LLC fees and pricing

Financial planner in Los Altos, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Pwjohnson Wealth & Legacy, LLC charges $325 an hour and an annual fee of $2,500⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$325/hr
“Fees for these services are $325 per hour.”
Annual fee
$2,500⁠-⁠$20,000/yr
“The fee ranges from $2,500 to $20,000 per year.”

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

How Pwjohnson Wealth & Legacy, LLC bills

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

  • “Based on your agreement, fees will be assessed quarterly, in advance, and the portfolio value at the completion of the prior full billing quarter is used as the basis for the fee computation.”
  • “You are billed in six-minute increments, and a partial increment will be treated as a whole.”
  • “The services to be provided to you and their specific fees will be detailed in your engagement agreement.”

How Pwjohnson Wealth & Legacy, LLC’s fees compare

  • Its hourly rate of $325 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 2 other planners in Los Altos that publish an hourly rate charge less.
  • Its annual fee of $2,500-$20,000 spans the California median of $6,250. 72% of the 224 other California planners that publish an annual fee charge less.

About Pwjohnson Wealth & Legacy, LLC

“Offered PWJohnson Wealth & Legacy, LLC provides personalized, confidential financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
Minimum
$6,250 minimum fee (stated in brochure)
Clients
53
Employees
3
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$62,486,257
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
133538
Website
pwjohnson.com (opens in new tab)
Phone
(408) 747-1222

Other planners in Los Altos that publish fees

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