Expert, Unbiased Financial Guidance
Willis Johnson and Associates is a fiduciary, fee-based registered investment advisory (RIA) firm. As a fiduciary, we act in the best interests of our clients not merely because it’s required by law, but also because we believe it’s the right thing to do. We combine your assets, resources and benefits into a single roadmap for your financial future.
Advice You Can Trust
Instead, our primary motivation is your success.
Willis Johnson & Associates is a fiduciary, fee-based registered investment advisory (RIA) firm. The fiduciary duty is the highest standard of care. We take our role in your wealth management journey seriously, and always strive to be the advocate you need and deserve. We’ll recommend what’s right for you and your future even when that option leads to little or no compensation for our firm because we believe in winning together in the long term.
“Broker Dealer Representatives Only” refers to FINRA-registered representatives. “Dual Representatives” refers to FINRA-registered representatives who are also registered as investment adviser representatives. “Investment Adviser Representatives – Only” refers to individuals who are registered only as investment adviser representatives and are overseen by the SEC or state regulators. Individuals are counted only once regardless of how many firms they represent.
Percentages may not total 100% due to rounding. Investment Adviser Representatives who solely deal with customers in New York, or who were solely dealing with customers in Wyoming prior to July 1, 2017, are not captured in the Central Registration Depository (CRD) system. Furthermore, owners of investment advisory firms are exempt from registering as Investment Adviser Representatives. Accordingly, these Investment Adviser Representatives are not included in the above table and charts.
Minimize Your Tax Burden
Make the Most of Your Corporate Benefits
People often approach corporate benefits with a “set it and forget it” mentality. While that may work, it also means you could end up missing opportunities that you never knew existed. We specialize in corporate benefits, so we know when to take action to maximize your bottom line.