Johnson Brunetti 2026 Survey Summary

The Firm surveyed its clients in 2026. 2,192 clients responded to the survey. The survey
primarily provided statements and requested respondents to indicate if they agreed,
disagreed or strongly agreed or strongly disagreed with the statements presented.
Additionally, respondents were asked to respond to the following question: “Do you have any
additional comments or suggestions for improving our services?” Responses to this
question provided the testimonial statements included in the brochure.

The Firm calculates that of the 2,192 survey respondents, 457 respondents provided a
written response to the survey question. Not all client statements were of a positive nature.
However, most responding clients provided generally positive commentary. Additionally, the
majority of the respondents provided constructive criticisms or suggestions as the question
requested. As a percentage of all survey respondents, the less favorable results account for
approximately 1.82% of all respondents.

As a percentage of all positive and less favorable commentary, greater than 94% were
positive. Less favorable testimonials have been excluded from display due to the
predominantly positive results of the survey question. We do not believe that by including
only positive testimonials a reasonable individual would likely infer that all clients had
positive experiences. The absence of less favorable testimonials is not intended to be
misleading.

We received less than favorable commentary on topics including:

Reassignment of client accounts to new advisor and support staff;
Not enough meetings, or time with the advisor;
Fees too high, more fee transparency;
Investment performance;
Servicing concerns including availability, follow through and communication; and rushed appointments;
Concerns regarding the growth of the business;
Insurance product concerns including commissions, time commitments, and
conflicts of interest; and
Lack of tax & estate planning services.

In response, we remind clients that their advisor and/or the advisor’s support staff may leave
the firm. Our goal is to reassign your account to another advisor so that there is no loss in the
continuity of services provided you. Additionally, advisors may take on different
responsibilities requiring that a portion of their client accounts are transitioned to a new
advisor. If clients are displeased with their advisor assignment, they may contact us and
request a change. Also, clients may contact their advisor to schedule a meeting at any time.
We especially request that clients schedule a meeting when their financial circumstances
or investment objectives change. Regarding the commentary on fees, we believe that our
fees are reasonable based upon the services we offer. We remind clients that fees are
disclosed to them in several documents including the asset management agreement and
the Form ADV 2A which they receive annually. We generally recommend our clients invest in
model portfolios, primarily consisting of ETFs. These model portfolios are periodically
rebalanced based upon market conditions. Clients are invested into the model portfolios
based upon their risk tolerance and their advisor’s recommendation. We encourage clients
to discuss performance of their accounts with their advisors in consideration of their risk
tolerance. Finally, we received commentary that the firm was growing and consequently the
client was concerned with feeling less important. We believe that our growth is beneficial to
our clients and that resultingly we’ll be in a better position to assist our clients with their
investment and retirement needs. Regarding commentary on the lack of tax and estate
planning services, we offer clients a complimentary consultation referral to estate planning
attorneys. We also have tax preparers and CPAs which we can recommend. Finally,
regarding insurance products, our insurance agents strive to ensure that clients purchasing
insurance products understand their value and how they serve within the client’s overall
financial plan. Descriptions of how the agents and how the Firm is compensated are
disclosed in the Firm’s disclosure documents including the PTE 84-24 form signed by clients
when initiating an insurance application.