SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Willis Johnson Wealth
Houston, TX
Willis Johnson Wealth, Inc., CRD 119759
Firm filing updated August 20, 2026 ·
- $1.9BAssets
- 21Advisory staff
- 2,742Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals486
- High net worth individuals92
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 486 | $1.1 billion |
| High net worth individuals | 92 | $723.5 million |
| Charitable organizations | Fewer than 5 clients | $1.9 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $3.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$1.9 billion
- Accounts2,742
- Discretionary$1.8 billion · 2,551 accounts
- Non-discretionary$88.2 million · 191 accounts
People
- Employees41
- Advisory staff21
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
17 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Willis Johnson Wealth, Inc. SEC-registered investment advisor. CRD 119759, SEC file 801-66191.
- Registered with the SEC as an investment advisor (status date on record: February 9, 2006).
Is Willis Johnson Wealth a fiduciary?
Short answer: Willis Johnson Wealth is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.