Willis Johnson Wealth is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed.
Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review the Summary Plan Description(s) before implementing any strategy discussed herein. Registration does not imply a certain level of skill or training. Willis Johnson Wealth is not affiliated with or endorsed by Shell, Chevron, BP, or any other Fortune 500 energy company.
Willis Johnson Wealth is not a CPA firm.
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? |
The types of personal information we collect and share depend on the product or service you have with us.
When you are no longer our client, we continue to share your information as described in this notice. |
| How? | All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information; the reasons Willis Johnson & Associates, Inc. chooses to share; and whether you can limit this sharing. |
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Does Willis Johnson & Associates, Inc. share? | Can you limit this sharing? |
| For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or to report to credit bureaus. |
Yes | No |
| For our marketing purposes to offer our products and services to you. |
Yes | Yes |
| For joint marketing with other financial companies | No | N/A |
| For our affiliates’ everyday business purposes Information about your transactions and experiences | No | N/A |
| For our affiliates to market to you | No | N/A |
| For non-affiliates to market to you | No | N/A |
| Who We Are | |
| Who is providing this notice? | Willis Johnson Wealth |
| What We Do | |
| How does Willis Johnson & Associates, Inc. protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
| How does Willis Johnson & Associates, Inc. collect my personal information? |
We collect your personal information, for example, when you
We may also collect your personal information from other companies. |
| Why can’t I limit all sharing? | Federal law gives you the right to limit only
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| Definitions | |
| Affiliates | Companies related by common ownership or control. They can be financial and non-financial companies. Willis Johnson Wealth has no affiliates. |
| Non-affiliates | Companies not related by common ownership or control. They can be financial and non-financial companies. These include broker/dealers, mutual fund companies, insurance companies, and other financial institutions. |
| Joint Marketing | A formal agreement between non-affiliated financial companies that together market financial products or services to you. Willis Johnson Wealth does not do joint marketing. |
| Questions? | Call 713 - 429 - 1200 |
Willis Johnson Wealth uses a first-party cookie to collect information about visitor website visitors (non-identifiable demographic information) and their behavior on our website. The information is then stored by Google Analytics for use in analyzing this site's visitor demographics and behavior. Information that is collected includes; age, gender, location, the pages you visit, how long you are on the site, how you arrive at the site, and links that you click on. This information is not personally identifiable.
A "cookie" is a small text file that is stored on the user's hard drive or mobile device. Cookies perform a number of functions associated with browsing websites and are used for a variety of different purposes, such as tracing users from page to page on an internet site, thereby enhancing a user's browsing experience. They are generated by web servers when the user enters an internet page, and are passed to the user's computer or mobile device and stored for subsequent future access. If you are not familiar with cookies, you can find more detailed information about them here http://www.aboutcookies.org.
We use our own first-party cookie to collect information about visitor behavior on our website through Google Analytics. A JavaScript tag that is stored within the page code of the website collects information including, (but not limited to), the pages you visit, how long you are on the site, how you arrive at the site, generic demographic information (not personally identifiable) and links that you click on. This information is then stored by Google Analytics for analyzing visitor behavior to our site. The collected data is not tied to any personally identifiable information, and Willis Johnson Wealth does not collect or store personally identifiable information thus cannot use the data to identify you.
We only use cookies in certain areas of this website (the "Willis Johnson Wealth Website") and the purposes for which they are used are detailed below. You are not obliged to accept a cookie and you can modify your browser so that it will not accept cookies. However, if you do so this may affect your browsing experience and certain functions within the website may not work.
Session cookies
Session cookies are used to temporarily store information about logged in users. These cookies do not collect information from the user's computer, and do not identify the user. We use the following session cookies:
Permanent cookies
Permanent cookies are used to enhance a user's browsing experience by "remembering" that user on subsequent visits. These cookies expire one year after the last page was requested.
Acceptance of cookies
We use "CookieAccepted" to record whether a user has accepted the cookie policy. The cookies expire one year after the last page was requested.
Verification cookie
To protect the security of the Willis Johnson Wealth website, we use the "_requestverificationtoken" cookie. This cookie verifies a visitor's identity in order to prevent "Cross-Site Request Forgery" attacks, where unauthorized commands are transmitted from a user that the website trusts.
Social Network Cookies
Willis Johnson Wealth websites may offer the opportunity to "Like", "Follow" or "Share" site content via social networks. These networks almost always use cookies. If you are a member of one or more of the following social networks and do not want the social network cookies to be placed on your system, we suggest that you refrain from using such sharing tools.
Generic Google Analytics cookies
These cookies are used by Google Analytics, which monitors traffic levels, search queries, and visits to our website. Google Analytics stores internet protocol ("IP") addresses on its servers in the US. An IP address is a unique number assigned to each device (such as your computer) that allows it to communicate with other devices on a computer network (such as modems, printers, or other computers). Neither Willis Johnson Wealth nor Google associates your IP address with any information that can identify the user personally.
These cookies enable Google to determine whether you are a return visitor to the site, and to track the pages that you visit during your session. Four types of cookies are used by Google Analytics:
Currently Willis Johnson Wealth operates an 'implied consent' policy which means that by using our website you agree to the Willis Johnson Wealth Cookies Policy and you consent to our use of cookies in accordance with the terms of the policy.
If you do not agree you can do one of the following:
Stop using our website and delete any cookies that may have been stored on your computer on your arrival at our site;
Note that if you block or delete any cookies you may have to manually adjust some preferences every time you visit the site and some services and functionalities may not work. For more information on the types of information we store and how we use information in our system, please read the Willis Johnson Wealth Privacy Policy.
Willis Johnson Wealth is a registered investment advisor. Investments in securities involve risk, including the potential loss of principal invested. Registration does not imply a specific level of expertise. Willis Johnson & Associates conducts business only in jurisdictions where it is registered or exempt from registration.
IMPORTANT: Please contact me at marketing@wjohnsonwealth.com or call 713-439-1200 with any questions. The site may contain links to articles or other information that are contained on a third-party website. Willis Johnson Wealth has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser's services, investment, or client experiences.
At Willis Johnson Wealth, maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Willis Johnson Wealth. Please contact us if you’d like a copy of our Privacy Statement.
Third-party rankings and recognition are no guarantee of future investment success and do not ensure existing or prospective clients will experience a higher level of performance or results. These ratings should not be constructed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Willis Johnson Wealth did not compensate the provider for consideration for any of the awards mentioned below; however, the firm has paid to use some logos to promote the awards. Willis Johnson Wealth has a reasonable belief that the surveys and applications used to determine the award were fair and balanced. Check the awarding party’s website to see full terms and conditions for awards.
Nick Johnson, Alexis Long, and Sarah Sikorski were named to InvestmentNews Top Financial Advisors of 2025 list based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between September 2023 and September 2024). There was no payment from Willis Johnson Wealth or the individuals for the consideration of this award; however, the firm has paid to use the logo to promote the award. Third-party rankings and recognition are no guarantee of future investment success and do not ensure existing or prospective clients will experience a higher level of performance or results. For Nick Johnson's record of Assets Under Management (AUM), the firm's assets were used due to the oversight of the team and firm's investments.
These ratings should not be constructed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Willis Johnson Wealth has a reasonable belief that the surveys and applications used to determine the award were fair and balanced.
You can see the full listing here.
Willis Johnson Wealth was voted as the Houston Chronicle's Best of the Best Financial Planning/Investment Firm for the years 2020, 2021, and 2022 in the three months leading up to the award date. The award is voted upon by the public via a survey provided on the Houston Chronicle website. There was no payment from Willis Johnson Wealth to be considered for this award. You can see the full list of winners and learn more about the award here. Content posted by the Houston Chronicle may be attributable to Willis Johnson Wealth, as information regarding the firm was provided to them for informational or advertising purposes. Willis Johnson Wealth has no reason to believe that the information was materially changed or edited to create a favorable or unfavorable impression.
Forbes' America's Top RIA Firms
Willis Johnson Wealth was ranked #227 on Forbes' ranking of America's Top RIA Firms for 2025. Third-party rankings and recognition are no guarantee of future investment success and do not ensure existing or prospective clients will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Forbes' ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and best practices and approaches to working with clients. Willis Johnson Wealth did not compensate the provider for consideration of this ranking; however, the firm has paid to use the logo to promote the award. Willis Johnson Wealth has a reasonable belief that the surveys and applications used to determine the award were fair and balanced. Check the awarding party’s website to see the full terms and conditions for awards.
Willis Johnson Wealth was ranked #30 on the InvestmentNews' list of the Best Places to Work for Financial Advisors for 2022. Willis Johnson Wealth was also named on the list in 2019, 2020, and 2021. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. For each given award year, the award ranks companies by the information for the 12 months prior to the award date provided to InvestmentNews by firm representatives through questionnaires and anonymized survey responses from the firm's employees. There was no payment from Willis Johnson Wealth to be considered for this award; however, the firm has paid to use the logo to promote the award. You can see the full list of winners and learn more about the award here. Content posted by InvestmentNews may be attributable to Willis Johnson Wealth, as information regarding the firm was provided to them for informational or advertising purposes. Willis Johnson Wealth has no reason to believe that the information was materially changed or edited to create a favorable or unfavorable impression.
Willis Johnson Wealth was ranked #42 on the University of Houston's Cougar 100 list for 2022 and was on the list in 2017, 2018, 2019, 2020, and 2021 as well. For a given year, the Cougar 100 recognizes Cougar-owned and operated businesses by their percentage of compound annual growth in sales or revenues (net of returns) over the three complete fiscal years preceding the award date, and information provided by the firm. There was no payment from Willis Johnson Wealth to be considered for this award; however, the firm has paid to use the logo to promote the award. Willis Johnson Wealth made no payment to be considered for the award. You can see the full list of winners and learn more about the award here.
Willis Johnson Wealth was ranked #211 on Financial Advisors Magazine's ranking of the Top RIAs in the US for 2025, and was on the list for each year from 2017-2024 as well. The award for a given year ranks companies by their assets under management for the year preceding each award date, and information is provided by firm representatives through questionnaires. There was no payment from Willis Johnson Wealth to be considered for this award; however the firm paid for use of the logo and the right to promote their ranking. You can see the full list of winners and learn more about the award here. Content posted by Financial Advisor Magazine may be attributable to Willis Johnson Wealth, as information regarding the firm was provided to them for informational or advertising purposes. Willis Johnson Wealth has no reason to believe that the information was materially changed or edited to create a favorable or unfavorable impression.
Willis Johnson Wealth was ranked #9 on HBJ's List of the Largest Wealth Management Firms in Houston for 2025 and was on the list in 2017, 2018, 2019, 2020, 2021, 2022 and 2023 as well. The award ranks companies by their assets under management for the year preceding each award date and information is provided by firm representatives through questionnaires. The ranking was announced in the December 2025 issue of the Houston Business Journal. Willis Johnson Wealth made no payment to be considered for this award, but paid for promotional use of the logo. You can see the full list of winners and learn more about the award here.
Willis Johnson Wealth was recognized by Houston Business Journal as one of the fastest growing companies in 2025, based on revenue and employee growth from December 31st, 2024 through June 30th, 2025 provided via the firm’s questionnaire responses. No compensation was paid in connection with this recognition; however, the firm has paid to use the logo to promote the award. You can see the full list of winners and learn more about the award on the Houston Business Journal website.
Willis Johnson Wealth was named as one of the Financial Times' Top 300 Registered Investment Advisors for 2020, and was on the list in 2017 and 2019 as well. For a given year, the award evaluates companies on various criteria, including AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility for the year preceding each award date. Information for the award is provided by firm representatives through questionnaires. There was no payment from Willis Johnson Wealth to be considered for this award; however, the firm has paid to use the logo to promote the award. You can see the full list of winners and learn more about the award here.
Flipping the Barrel (FTB) is not a current client of WJW and is being paid a monthly retainer of $5,000 for their endorsements; therefore, they have an incentive to recommend WJW. FTB's comments may not be representative of any other person's experience and do not provide a guarantee of future performance, success, or similar services.
The testimonials throughout our site are provided by current clients only. Clients are not compensated, nor are there material conflicts of interest that would affect the given statements. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success, or similar services. Willis Johnson Wealth displays all written reviews and client testimonials available on Google but excludes those with star ratings only. No other editorial decisions influence which reviews appear.
As a fee-only RIA firm, there is no outside influence, mutual ownership, or funding Willis Johnson Wealth receives from Fidelity as part of our partnership. You should carefully review their privacy statements, disclosures, and other conditions of use before using them as a custodian for your assets.