Wills Financial Group

Wills Financial Group (CRD# 109554) is a financial advisory firm headquartered in Richmond, VA. They manage $345,178,384 in 667 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
704 Libbie Avenue, Richmond, VA 23226
https://willsfg.com/
By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $517,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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.

CT, FL, NC, NJ, NY, PA, TN, TX, VA

Financial Advisors at Wills Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Grace Choi, financial advisor Richmond VA
Grace R. Choi
CRD#: 6635982
704 Libbie Avenue, Richmond, VA 23226

Grace Choi (CRD# 6635982) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 5 years of experience in the finance industry.

2
Adam Mehrer, financial advisor Richmond VA
Adam J. Mehrer
CRD#: 6310159
704 Libbie Avenue, Richmond, VA 23226

Adam Mehrer (CRD# 6310159) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 8 years of experience in the finance industry.

3
Janet Wills, financial advisor Richmond VA
Janet H. Wills
CRD#: 1205716
704 Libbie Avenue, Po Box 18338, Richmond, VA 23226

Janet Wills (CRD# 1205716) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 38 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.

4
Richard Wills, financial advisor Richmond VA
Richard B. Wills
CRD#: 4370567
704 Libbie Avenue, Richmond, VA 23226

Richard Wills (CRD# 4370567) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 15 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals