John Morrison is a CFA-designated registered investment advisor at Geometric Wealth Advisors, LLC, based in Austin, TX, with 8 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 256 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable based on factors such as account size, complexity, and existing relationships. Employee accounts generally do not incur fees.
Fee Estimator
Location
Austin, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John occasionally participates in paid short-term consulting arrangements related to investment management market trends. He also owns and manages a rental property.
Employment History
Current Registrations
Geometric Wealth Advisors, LLC
Secfi Advisory Limited
Previous Registrations
Secfi Securities, LLCBroker
Dfa Securities LLCBroker
State Registrations5 states
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
More Advisors
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Stephen Klein, CFADimensional Fund Advisors LP
- Ryan Donelson, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.
- Nathan Serven, CFP, ChFCEversource Wealth Advisors, LLC