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BJ
BJ

Barbara Johnson

Capstar Financial Services LLC
6 Years of Experience
Austin, TX
1 Disclosure
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Barbara Johnson is a registered investment advisor at Capstar Financial Services LLC, based in Austin, TX, with 6 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 380 clients with $210M in assets under management.

Capstar Financial Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
380 clients
Average Client Portfolio
$547K average
Assets Under Management
$207.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K+1.75%

Fees are generally negotiable. Multiple accounts are aggregated to lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6500 River Place Suite 200 Building 1, Austin, TX, 78730

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Capstar Financial Services LLC
October 2025 - Present · 1 yr
Previous Registrations
USAA Financial Planning Services
February 2014 - March 2014 · 1 mo
J.P. Morgan Securities LLC
October 2012 - January 2014 · 1 yr 3 mos
Chase Investment Services CORP.
October 2009 - October 2012 · 3 yrs
Uvest Financial Services Group, INC.
December 2008 - March 2009 · 3 mos
Edward Jones
October 2007 - November 2008 · 1 yr 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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