# Willis Johnson & Associates

Willis Johnson & Associates is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** wjohnsonassociates.com

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1996, Willis Johnson & Associates operates as a registered investment advisor in Houston, serving corporate executives and energy-sector professionals. The firm designs financial plans and portfolio strategies around the specific deferred-compensation, pension, and equity-award structures of major oil-and-gas employers — a niche it has cultivated for decades. The firm’s strategy integrates investment advisory, tax planning, and employee-benefits analysis into a single service model. Rather than building a multi-asset institutional platform, Willis Johnson focuses on the household balance sheet — managing discretionary and non-discretionary assets, optimizing executive equity vesting schedules, and modeling pension drawdowns. The client base concentrates in the energy corridor, with deep familiarity concerning the human-resources architecture inside Shell, BP, and Chevron. Financial Advisor Magazine ranked Willis Johnson #211 among RIAs in the United States for 2025, a designation it has held each year since 2017. The firm’s recent activity centers on integrating tax-services capabilities to pair real-time tax-loss harvesting and compensation-event planning with its existing advisory workflows. What distinguishes the practice is its memory — an institutional knowledge of energy-company benefit formulas that substitutes for a generalist’s software prompt. That embedded operational intelligence lowers the switching cost for career executives who would otherwise need to re-educate a new advisor on plan-specific rules every time they change firms.

## Sectors

- Energy Transition & Renewables

## Questions

### How does Willis Johnson & Associates source its clients?

The firm concentrates on corporate executives and professionals inside the energy and Fortune 500 ecosystem, specifically naming Shell, BP, and Chevron employees as its core demographic. Its sourcing relies on word-of-mouth within those companies and a decades-long track record of interpreting complex energy-company benefit formulas. The narrow focus functions as a moat that generalist wealth managers cannot easily replicate.

### How does the firm structure its investment offering — is it a discretionary manager or an advisor?

Willis Johnson operates as a registered investment advisor and provides both discretionary and non-discretionary asset management, per its regulatory filings. The firm couples portfolio management with integrated tax planning and financial planning, positioning itself as a full-service household-CFO for energy executives rather than a pure asset-gatherer.

### Does the firm disclose its assets under management?

No. Willis Johnson & Associates does not publish a specific AUM figure, though the firm was ranked #211 on Financial Advisor Magazine’s 2025 Top RIAs list — a ranking that uses prior-year AUM data supplied by firms through questionnaires. The precise AUM remains undisclosed to the public.

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Last updated: 2026-06-03T20:00:00.000Z

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