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Wills Financial Group
Richmond, Virginia
Wills Financial Group is a small investment advisory firm headquartered in Richmond, VA, with three offices. With a total of six dedicated employees, three of whom specialize in providing investment advisory services, they offer comprehensive financial solutions to their clients. With an average of $101,460,000 in assets under management per investment advisor, Wills Financial Group aligns with the industry average.
Their compensation structure includes various options, such as a percentage of assets under management and hourly charges, ensuring flexibility to meet their clients' needs. Although 401K and individual accounts acco...see more
Assets Under Mgmt
$304.39M
Investment Professionals
3
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Wills Financial Group
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