Wills Financial Group

Wills Financial Group (CRD# 109554) is a financial advisory firm headquartered in Richmond, VA. They manage $175,668,250 in 228 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

704 Libbie Avenue, Richmond, VA 23226

http://willsfg.com/

By the Numbers

Total Assets Under Management

176

MILLION
Total Number of Accounts

228

ACCOUNTS
Average Account Value

$770,475

Compensation Options

A percentage of assets under your management
Hourly charges
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, PA, TX, VA

Financial Advisors at Wills Financial Group

Showing 1 - 6 of 6 top financial advisors.

1

CRD#: 1205716

704 Libbie Avenue, Po Box 18338, Richmond, VA 23226

96

Wealthminder

score

Janet Wills (CRD# 1205716) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 33 years of experience in the finance industry. Janet Wills has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2

CRD#: 5107961

704 Libbie Avenue, Richmond, VA 23226

93

Wealthminder

score

Betty Fahed (CRD# 5107961) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 11 years of experience in the finance industry.

3

Mary Beth Nolan

CRD#: 5469300

704 Libbie Avenue, Richmond, VA 23226

93

Wealthminder

score

Mary Beth Nolan (CRD# 5469300) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 9 years of experience in the finance industry.

4

Richard B. Wills

CRD#: 4370567

704 Libbie Avenue, Richmond, VA 23226

93

Wealthminder

score

Richard Wills (CRD# 4370567) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 11 years of experience in the finance industry.

5

CRD#: 6628161

704 Libbie Avenue, Richmond, VA 23226

90

Wealthminder

score

Bhargav Vattam (CRD# 6628161) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has 1 year of experience in the finance industry.

6

CRD#: 6310159

704 Libbie Avenue, Richmond, VA 23226

89

Wealthminder

score

Adam Mehrer (CRD# 6310159) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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