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).
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Total Assets Under Management345MILLION
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Total Number of Accounts667ACCOUNTS
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Average Account Value$517,509
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses

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