From Complexity to Confidence: A Financial Process Built for Your Success
How we guide corporate executives and energy professionals to financial independence
Whether you're accumulating wealth or planning your transition to retirement, managing complex compensation alongside a successful career can add unnecessary stress to a busy lifestyle. We simplify your financial picture so you can focus on what matters most.
Your complimentary consultation sets the foundation for everything that follows.
Our consultative approach:
01
Deep Discovery
We start with a one-on-one conversation to learn about you, your family, and your goals. We'll also introduce our firm's specialized approach and determine where we can add the most value.
02
Benefits and Strategy Analysis
Your advisor performs a comprehensive review of your employee benefits, current investments, and tax situation to uncover missed opportunities.
03
Actionable Recommendations
Whether you decide to work with us or not, you'll leave with specific strategies and clear recommendations for improving your financial situation.
What We’ll Cover:
Investment Strategy and Portfolio Review
Investment Strategy and Portfolio Review
Understanding your approach to investing, openness to risk, and current asset allocation can help advisors identify gaps and develop a tailored investment strategy to help you reach your goals.
Tax Planning and Optimization Analysis
Tax Planning and Optimization Analysis
A tailored tax strategy discussion reveals tax planning opportunities, offers clear insight into which tax obstacles you may face, and helps us understand our best next steps together.
Company Benefits and Compensation Assessment
Company Benefits and Compensation Assessment
We’ll walk through your 401(k) portal, executive compensation package, and the various elections available to you by your company to offer optimization recommendations.
What to Expect as a Willis Johnson Wealth Client
Experience a seamless transition to proactive financial management
We aim to provide peace of mind from your very first day as a client:
Comprehensive Planning
We create an integrated financial plan that connects your company benefits, investment strategy, tax planning, and retirement goals. Every piece works together toward your unique objectives.
Implementation & Coordination
Our team handles the details. We coordinate account transfers, optimize benefit elections, implement tax strategies, and ensure nothing falls through the cracks during your transition.
Ongoing Partnership
Once your plan is in place, we monitor everything continuously. Your dedicated team includes your lead advisor, portfolio manager, operations specialist, and in-house tax professional.
As a valued Willis Johnson Wealth client, you can expect:
Proactive Communication
We bring fresh ideas to every interaction, analyzing compensation packages, equity plans, tax law changes, and benefit updates. With deep experience serving corporate leaders in the oil and gas industry, we proactively communicate how these shifts affect your financial plan
Tax Integration
Our in-house CPA team prepares your returns and coordinates year-round tax planning with your wealth management strategy to ensure everything connects seamlessly.
Unlimited Access
Your questions don't need to wait for scheduled meetings. Call, email, or schedule time whenever you need guidance.
Regular Reviews
We regularly conduct comprehensive reviews of your accounts, discuss market activity, and adjust strategies as needed.
*Tax Integration Disclosure: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolores eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
In Our Clients' Words
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Comprehensive Services for Corporate Executives and Energy Professionals
We bring all your financial details together into a tailored plan to help you reach your full potential, offering guidance and expertise across a wide range of services:
Proactive Planning
Corporate Benefits Acumen
Team-Based Approach
Integrated Tax Services
When you partner with Willis Johnson Wealth, you can expect:
Fee-Only Structure:
Trust starts with clear, upfront pricing; no commissions, no product sales, no hidden costs. We're compensated solely for managing your assets and providing objective advice in your best interest.
Third-Party Custodian:
Your assets are held with Fidelity, so you maintain direct access and oversight of your accounts at all times.
Adherence to a Fiduciary Standard:
We built our firm as a fee-only fiduciary so we’re always on the same side of the table as you. That means no sales agendas-just guidance designed with you in mind.
Our Fees:
At WJA, we ensure that our fees are always transparent and correlated to the value we offer our clientele. We use a weighted formula based on a client's assets under management, starting at 1.20%, and decreasing as AUM increases.
Wealth Management Fee Schedule
Household Assets Under Management
First $500,000*
Next $500,000.01 to $3,000,000
Next $3,000,000.01 to $5,000,000
Next $5,000,000.01 to $10,000,000
Next $10,000,000.01 to $20,000,000
Next $20,000,000.01 and up
Annual Fee as % of Assets
1.20%
0.90%
0.85%
0.65%
0.45%
0.40%
*Fees are calculated through a weighted formula using the assets under management (AUM) ranges listed above. Our minimum fee is $2,063 per quarter. Fees are paid quarterly in advance, and a client's effective fee is determined by the assets under WJA's management on the last business day of each quarter or for new accounts on the account's start date.
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