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Sara Robyn Brackett

Johnson & White Wealth Management LLC

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About Sara Robyn Brackett

Sara Robyn Brackett is an investment advisor representative at Johnson & White Wealth Management LLC. Sara is registered with the state of Pennsylvania and has been working in the industry since August 2023. Sara has earned the Series 65 license and specializes in financial planning and portfolio management for individuals.

Firm Information

Sara Brackett is currently registered with Johnson & White Wealth Management LLC. Johnson & White Wealth Management LLC is a registered investment advisor based in York, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. They manage over $364 million in assets and have a team of six investment advisor representatives. The firm also offers a wrap fee program and has a website at johnsonandwhite.com.
Johnson & White Wealth Management LLC

224 ST. CHARLES WAY

YORK, PA 17402

$364.77M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sara Brackett’s Registration & Firm History

PA

07/22/2024 - Present

Johnson & White Wealth Management LLC (YORK PA)

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Licenses & Designations

IA

Issued 07/22/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Robyn Brackett.
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