John Morrison
Geometric Advisors · Austin, Texas
John Morrison is a fee-only financial advisor at Geometric Advisors in Austin, Texas, who holds the CFA credential. John charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Geometric Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $1.33B across 2,081 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5574272 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
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Questions about John
Is John Morrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Geometric Advisors 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 charges a percentage of assets.
How much does John charge?
According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does John work with clients virtually?
Yes. Geometric Advisors says on its website that it works with clients remotely.
Where is John Morrison based?
John Morrison is based in Austin, Texas.
What does John specialize in?
John's specialties include tax planning and estate & legacy planning. John works with executives and high earners.
What credentials does John Morrison hold?
John Morrison holds the CFA credential.
Is John Morrison registered with the SEC?
Yes. John Morrison is registered as an investment adviser representative in TX (CRD 5574272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Geometric Advisors manage?
Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.
How do I contact John Morrison?
Through John's website, www.geometricadvisors.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
- Geometric Advisors 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.
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