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Wills Financial Group

Headquartered in RICHMOND, VA

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Firm Information

Wills Financial Group is an investment advisor located in Richmond, VA. The firm manages approximately $333,295,200 in assets for 717 clients. Wills Financial Group provides financial planning and portfolio management services to individuals and retirement plans. They have 5 investment advisor representatives.

Wills Financial Group

704 LIBBIE AVENUE

RICHMOND, VA 23226-2622

$333.30M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

WILLS FINANCIAL GROUP has a total of 2 branch locations across the country.
location

RICHMOND, VA

location

NEWTON SQUARE, PA

Advisors at Wills Financial Group

View All 5 Advisors
Unclaimed
Alexander Blaney Harper

RA

RICHMOND, VA

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Unclaimed
Janet Howard Wills

CFP®, RA

RICHMOND, VA

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Grace Rachel Choi

RA

RICHMOND, VA

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Unclaimed
Richard Blackwell Wills

RA

RICHMOND, VA

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Unclaimed
Adam James Mehrer

CFP®, RA

RICHMOND, VA

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Disclosures

There are no public disclosures for Wills Financial Group.

Frequently Asked Questions (6)

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