Willis Johnson Wealth fees and pricing

Firm size: 41 employees.
Founded: 1996 (30 years).

Financial planner in Houston, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 20, 2026, Willis Johnson Wealth charges a quarterly fee of $2,063 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $2,063/qtr; “Clients below this threshold will be billed a minimum fee of $2,063 per quarter.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are negotiable based on complexity, specific situations and outside circumstances.”
“For new clients, the initial fee is based on the market value of the assets in the account(s) on the last business day of the quarter in which it’s opened and prorated from the date of activation.”
“If family member’s accounts are householded, they will be billed under the client’s household and the fees will be based on the combined assets of both the client and the family member.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Minimum: $2,063 minimum fee (stated in brochure)
Clients: 578
Employees: 41
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,851,891,503
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 119759
Website: linkedin.com/company/willis-johnson-&-associates (opens in new tab)
Phone: (713) 439-1200

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