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Johns & Wilkinson LLC (Austin)


Johns & Wilkinson LLC is a mid-sized advisory firm based in Austin. It manages $25.4 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of New Jersey, New York, and Texas.

Johns & Wilkinson provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Johns & Wilkinson: assets under management

The assets under management (AUM) of Johns & Wilkinson LLC is $25.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Johns & Wilkinson LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Johns & Wilkinson LLC performs its advisory services is located at 3012 Fontana Drive, Austin, TX 78704 6330, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-445-2800 or by fax 646-619-4761. The normal business hours are 9:30 am - 4:30 pm on Other.


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