John Hollie
Avion Wealth · Shenandoah, Texas
John Hollie is a fee-only financial advisor at Avion Wealth in Shenandoah, Texas. John focuses on founders (pre-exit), pension planning and retirement planning. Avion Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to John →
Specialties
Who they serve
- Executives
- Founders
- Tech employees
Facts
| Firm | Avion Wealth |
|---|---|
| Based in | Shenandoah, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $984.6M across 1,702 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7923224 |
| Exams passed | Series 65 (2024) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | avionwealth.com |
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Hollie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Avion Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Avion Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Hollie based?
John Hollie is based in Shenandoah, Texas.
What does John specialize in?
John's specialties include founders (pre-exit), pension planning, retirement planning, estate & legacy planning and small business owners. John works with executives, founders and tech employees.
Is John Hollie registered with the SEC?
Yes. John Hollie is registered as an investment adviser representative in TX (CRD 7923224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avion Wealth manage?
Avion Wealth reports $984.6M across 1,702 accounts in assets under management.
How do I contact John Hollie?
Through John's website, avionwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Avion Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.