HJ
HJ

Hugh Johnson

20 Years of Experience
Dickinson, TX
1 DisclosureBroker

Hugh Johnson is a registered investment advisor at Strategic Advisers LLC, based in Dickinson, TX, with 20 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dickinson, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2006
Settled
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 2 mos
Fidelity Brokerage Services LLC
May 2023 - Present · 3 yrs
Fidelity Brokerage Services LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2023 - March 2025 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
May 2019 - April 2023 · 3 yrs 11 mos
Charles Schwab & CO., INC.
May 2019 - April 2023 · 3 yrs 11 mos
LPL Financial LLC
May 2018 - May 2019 · 1 yr
LPL Financial LLCBroker
May 2018 - May 2019 · 1 yr
Capital One Investing, LLCBroker
November 2015 - April 2018 · 2 yrs 5 mos
Capital One Advisors, LLC
November 2015 - April 2018 · 2 yrs 5 mos
Scottrade, INC.Broker
July 2014 - November 2015 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - July 2014 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - July 2014 · 10 mos
Strategic Advisers, INC.
November 2011 - August 2013 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
November 2011 - August 2013 · 1 yr 9 mos
VALIC Financial Advisors, INC.
May 2011 - September 2011 · 4 mos
VALIC Financial Advisors, INC.Broker
May 2011 - September 2011 · 4 mos
TD Ameritrade, INC.
March 2007 - January 2011 · 3 yrs 10 mos
Amerivest Investment Management, LLC
March 2007 - January 2011 · 3 yrs 10 mos
TD Ameritrade, INC.Broker
March 2007 - January 2011 · 3 yrs 10 mos
Guaranty Brokerage Services, INC.Broker
February 2006 - March 2006 · 1 mo
American Express Financial Advisors, INC.
August 2004 - June 2005 · 10 mos
American Express Financial Advisors INC.Broker
May 2004 - June 2005 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
May 2004 - June 2005 · 1 yr 1 mo
American Municipal Securities, INC.Broker
May 2003 - January 2004 · 8 mos
State Registrations9 states
ARCOFLGALAMDMENMTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Hugh Johnson - Financial Advisor | TrueAdvisor