From Complexity to Confidence: A Financial Process Built to Support Your Success
How we guide corporate executives and energy professionals in pursuit of 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 can prepare your returns and coordinate 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: Willis Johnson Wealth is not a CPA firm. Additional fees may apply for tax services.
In Our Clients' Words
We have had an excellent experience with Willis Johnson & Associates. We came to them specifically because we needed help navigating bp’s pension and benefits, and they delivered. Their depth of knowledge on bp’s retirement ecosystem is impressive—covering the bp Employee Savings Plan/401(k), deferred compensation considerations, and how to align bp benefits with the rest of our financial picture.
Matador B|Current WJW Client
I've been a client for over 3 years since I retired from Shell Oil. I'm consistently impressed with the level of service and the performance of my investments vs. what I could do on my on vs. the market indices. The fees are just a little below industry average, but I don't mind them a bit as the overall performance more than makes up for it.
Travis A|Current WJW Client
I have been impressed with WJA knowledge of Shell's retirement plans and how best to maximize our retirement dollars. Really appreciated their responsiveness when we were trying to make a decision on a major house investment.
Jennifer G|Current WJW Client
Nick, John, Bekah, Leah, Bob and Emily provide a full service financial planning, and more importantly, financial execution team. We are able to fully enjoy our retirement knowing that our finances are being efficiently managed.
Gary E|Current WJW Client
WJA has provided expert financial, wealth management, planning and tax advise. I have and will continue to recommend WJA in the future.
Eric|Current WJW Client
Willis Johnson & Associates stands out for its expert advice, exceptional customer service, and genuine commitment to its clients' financial success. I highly recommend its services to anyone looking for reliable and insightful financial advisory services.
Mary G|Current WJW Client
Willis Johnson has the most complete holistic approach to wealth management and financial planning. Nick Johnson and Steven Chambers have provided expert advise from the very beginning.
Mark A|Current WJW Client
We have been with Willis Johnson & Associates for about 10 years now. We have developed a very high level of trust with their personnel and their investment strategies for our situation. I would highly recommend this company for investment advisory assistance.
Al S|Current WJW Client
Have been working with Willis Johnson & Associates since before I retired from Shell. Have been very satisfied with the level of service they provide. Would recommend them should you be interested in an overall financial advisor.
Jasmine E|Current WJW Client
Willis Johnson & Associates has been excellent to work with. They have helped us achieve our goal of early retirement which allows us to do what we want.
Todd M|Current WJW Client
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.
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:
When you partner with Willis Johnson Wealth, you can expect:
Fee-Only Structure:
Trust starts with clear, upfront pricing; We don't charge commissions or receive compensation from product sales. 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 WJW, 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, with the weight 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 WJW's management on the last business day of each quarter or for new accounts on the account's start date. Certain legacy clients may be subject to previously agreed-upon fee schedules as outlined in their advisory agreement. Fees may also be adjusted for net deposits or withdrawals in accordance with the client’s advisory agreement.
