Kegan
Johnson
Palo Alto Wealth Advisors, LLC
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About this Advisor
Kegan Johnson is a chartered financial analyst based in Palo Alto, California who has 1 year of industry experience. Johnson is on the advisory team at Palo Alto Wealth Advisors, LLC. Their career trajectory has included roles at Palo Alto Wealth Advisors LLC, Consulate General Of Canada, U.S. Department Of State and Syufy Enterprises. Johnson is approved to work in California. Palo Alto Wealth Advisors, LLC is a firm that has its headquarters in Palo Alto, CA. It administers $473 million in total assets across its 667 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 667 customer accounts, 100% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely depend on which service is offered. However, fees billed by Palo Alto Wealth Advisors, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palo Alto Wealth Advisors, LLC Brokerage Details
$472,655,581
5
667
$708,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kegan Johnson Work History
Kegan has been registered as a financial advisor for 1 years.*
Palo Alto Wealth Advisors LLC
Consulate General Of Canada
U.S. Department Of State
Syufy Enterprises
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kegan Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Palo Alto Wealth Advisors, LLC
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
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