Rob Lyman, CFP^®

President

Johnson Lyman Wealth Advisors

4966 El Camino Real, Suite 109
Los Altos, CA 94022

FINANCIAL ADVISOR'S WEBSITE

https://jlwealth.com

(650) 494-2733 CONNECT WITH Rob

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge for our advisory services based on a percentage of the assets we manage for you. We generally charge a minimum advisory fee of $4,750/quarter which for most new clients amounts to less than 0.95% of managed assets.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,500,000

My Links

Johnson Lyman Wealth Advisors

Brochures

Form CRS - Customer Relationship Summary

General

Rob Lyman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Johnson Lyman Wealth Advisors in Los Altos, CA and the surrounding communities.

Financial Advisor Overview

Rob collaboratively partners with clients to create personal financial strategies that directly support what matters most to them. He is interested in working with anyone that wants to intentionally create their financial future. Johnson Lyman Wealth Advisors offers comprehensive financial planning and investment management services.

Financial Advisor Experience

Rob has over 15 years of experience as a financial planner and co-founded Johnson Lyman Wealth Advisors in 2009. Prior to that he had a long career in the Silicon Valley tech industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CExP(R)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances