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Willis Johnson & Associates, Inc.

EST. AUM
$1,851,891,503

CONTACTS
12

CLIENT ACCOUNTS
2,742

Firm Details

Metro area Houston
CRD Number 119759
Website wjohnsonassociates.com
Client types

Overview

Willis Johnson & Associates is a Houston-based wealth management and financial planning firm that provides integrated advisory services to individuals, families, and corporate professionals. The firm operates as a fee-only fiduciary advisor and focuses on delivering comprehensive financial planning, investment management, and tax planning services. Its client base primarily includes corporate executives and professionals—particularly those working in large energy companies—who require coordinated advice around investments, tax efficiency, retirement planning, and executive compensation.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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