Willis Johnson Wealth is a fee-only registered investment advisor based in Houston, Texas, specializing in financial planning for corporate executives and…
Willis Johnson Wealth is a fee-only registered investment advisor based in Houston, Texas, specializing in financial planning for corporate executives and energy industry professionals.
The firm was founded in 1996 by Willis Johnson, CFP, after he left a large insurance company over pressure to sell products that did not serve clients' interests. He began teaching retirement courses at Rice University's Glasscock School of Continuing Studies, where the classes were largely engineers from Houston's oil and gas sector. Many became his first clients, and that technical audience still shapes the practice.
The firm concentrates on the compensation structures those careers produce: stock grants, long-term incentive plans, pensions, deferred compensation and international assignment benefits. Service lines are financial planning, investment management, retirement planning, and an in-house tax team that both files returns and plans year round. Its advisors are Investment Advisor Representatives only and take no commissions or product-sales compensation.
As of 31 December 2025 the firm reported 1.8 billion dollars in assets under management and advisement, more than 550 client families nationwide, and over 19 CFP or CFA certified professionals. It has appeared on Financial Advisor Magazine's Top RIAs list every year from 2017 to 2025, placing 211th in 2025, and on the Houston Business Journal's ranking of top Houston wealth managers.
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Willis Johnson Wealth operates in wealth management and financial planning, is headquartered in Houston, Texas, United States.
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