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HJ
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Hugh Johnson

Strategic Advisers LLC
20 Years of Experience
Friendswood, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Hugh Johnson is a registered investment advisor at Strategic Advisers LLC, based in Friendswood, TX, with 20 years of industry experience. Hugh is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18710 Gulf Freeway, Baybrook Mall, Friendswood, TX, 77546-2716

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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
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
May 2023 - Present · 3 yrs 5 mos
Fidelity Brokerage Services LLC
May 2023 - Present · 3 yrs 5 mos
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 Advisors, LLC
November 2015 - April 2018 · 2 yrs 5 mos
Capital One Investing, LLCBroker
November 2015 - April 2018 · 2 yrs 5 mos
Scottrade, INC.Broker
July 2014 - November 2015 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - July 2014 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
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May 2011 - September 2011 · 4 mos
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March 2007 - January 2011 · 3 yrs 10 mos
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March 2007 - January 2011 · 3 yrs 10 mos
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August 2004 - June 2005 · 10 mos
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American Municipal Securities, INC.Broker
May 2003 - January 2004 · 8 mos
State Registrations10 states
ARCOFLGALAMDMENMPATX
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.
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