RJ
RJ

Ricky Johnson

Dallas, TX
3 DisclosuresBroker

Ricky Johnson is a registered investment advisor at Mwa Financial Services, INC., based in Dallas, TX. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning, Special Needs Planning. Their firm serves 2,298 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
179 advisors
Number of Clients
2,298 clients
Average Client Portfolio
$164K average
Assets Under Management
$376.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

MWA Financial Services offers adviser managed and third-party managed accounts. Fees for these accounts range from 0.25% to 1.50% of the value of your portfolio each year, charged quarterly. More information can be found in the MWAFS Managed Account Brochure.

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Location

3010 LBJ Fwy., Suite 1200, Dallas, TX, 75234

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History

Regulatory History (3)
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Financial
July 2025
Pending
Financial
June 2025
Pending
Financial
March 2025
Pending
Employment History
Current Registrations
Mwa Financial Services, INC.
January 2026 - Present · 4 mos
Mwa Financial Services INC.Broker
October 2025 - Present · 7 mos
State Registrations2 states
NETX
AdvisorBrokerBoth

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.