Robert
Lyman
Johnson Lyman Wealth Advisors
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About this Advisor
Robert Lyman is a certified financial planner operating out of Los Altos, California who has 14 years of relevant experience. Lyman is on the advisory team at Johnson Lyman Wealth Advisors. Over the course of their career, Lyman has held roles at Johnson Lyman, Inc. Lyman has a Series 65 license, designating them as an investment advisor representative, and is able to work in California. Johnson Lyman Wealth Advisors is an advisory company based out of Los Altos, CA. It controls $135 million in total assets across its 53 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 53 customer accounts, 72% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Johnson Lyman Wealth Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. However, fees billed by Johnson Lyman Wealth Advisors may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Johnson Lyman Wealth Advisors Brokerage Details
$134,863,797
2
53
$2,544,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Lyman Work History
Robert has been registered as a financial advisor for 14 years.*
Johnson Lyman, Inc
Johnson Lyman, Inc
Johnson Lyman, Inc
*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 Robert Lyman 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 Johnson Lyman Wealth Advisors
Los Altos, CA
Los Altos, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
