Rubicon Investment Management & Analytics
38yrs
Top advisor by experience in Wimberley
14yrs
Based in Wimberley, Texas, Patrick Johnson is a fiduciary financial advisor with 14 years of industry experience. Patrick joined LPL Financial in 2023, after seven years at Kestra Advisory Services and two years at Strategic Advisers. Patrick holds the CFP® designation.
One of 16 advisors with offices in Wimberley, and one of 14 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors in Texas
OfficeWimberley, TX
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2016 – 2023Kestra Advisory Services, LLCPreviously
- 2013 – 2015Strategic Advisers LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call LPL Financial at (704) 733-3300 and ask for Patrick Johnson. Patrick works from the Wimberley, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2012, about 14 years. More experience than 52% of advisors in Texas.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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