Wills Financial Group

Wills Financial Group (CRD# 109554) is a financial advisory firm headquartered in Richmond, VA. They manage $252,978,196 in 605 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $418,146
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.

NC, NJ, NY, PA, TX, VA

Financial Advisors at Wills Financial Group
Showing 1 - 6 of 6 top financial advisors.
1
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 4 years of experience in the finance industry.

2
Betty M. Fahed
CRD#: 5107961
704 Libbie Avenue, Richmond, VA 23226

Betty Fahed (CRD# 5107961) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 14 years of experience in the finance industry.

3
John A. Kanehann
CRD#: 6995732
704 Libbie Avenue, Richmond, VA 23226

John Kanehann (CRD# 6995732) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 2 years of experience in the finance industry.

4
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 6 years of experience in the finance industry.

5
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 36 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.

6
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 14 years of experience in the finance industry.

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