Robert Lyman is a CFP-designated registered investment advisor at Johnson Lyman Wealth Advisors, based in Los Altos, CA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 57 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.00% |
| $5M+ | 0.60% |
Fee Estimator
Contact
Robert Lyman
Location
4966 El Camino Real, Suite 109, Los Altos, CA, 94022
Get directionsHistory
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 →Employment History
Current Registrations
Johnson Lyman Wealth Advisors
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.
Exams
Additional Information
Rob is a graduate of Princeton University and holds a master's degree in engineering from the University of California, Berkeley. Professionally, he is active in the Silicon Valley chapter of the Financial Planning association (FPA), where he serves on the program committee and the National Association of Personal Financial Advisors (NAPFA), where he has been designated as a NAPFA-Registered Financial Advisor. Rob has trained other fee-only financial planners at several NAPFA conferences, including the 2005 West Region and South Region events. One of Rob's financial planning case studies has been used for the capstone course in financial planning at the University of Georgia. As a member of the National Association of Investor's Corp. (NAIC), Rob developed investor education curriculum and has taught investment classes for the San Francisco chapter. Rob also previously served as a mentor for the Silicon Valley Planned Giving Council's Incubator Program, helping local non-profits develop their planned giving strategies.