Whitney Johnson is a registered investment advisor at Baseline Investments, LLC, based in San Francisco, CA, with 7 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
580 California Street, 12th Floor, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Whitney is the managing member of Greenwood Wealth Management, LLC and a registered investment adviser with the same firm. She is also a managing member of AEIOH, LLC, a real estate company, spending minimal time on this activity.
Employment History
Current Registrations
Baseline Investments, LLC
Greenwood Wealth Management, LLC
Previous Registrations
Npb Financial Group, LLC
Baseline Investments, LLC
State Registrations1 state
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.