Wills Financial Group, LLC fees and pricing
Financial planner in Richmond, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Wills Financial Group, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In addition, in limited instances, WFG may determine to engage a client for standalone Financial Planning and Consulting Services, which services will be provided for a $300 hourly fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wills Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is adjusted on a prorated basis for any account deposits or withdrawals made during the fee period.”
How Wills Financial Group, LLC’s fees compare
- Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
- 6 of the 15 other planners in Richmond that publish an hourly rate charge less.
About Wills Financial Group, LLC
“Investment Advisory Services WFG provides customized portfolio management for individuals, families, retirement plans, trusts, estates and foundations.”
- Principal: Janet Wills
- Firm size: 5 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 254
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $385,729,154
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334431
- Phone
- (804) 330-3100
Can advise clients in 9 states: Connecticut, Florida, North Carolina, New Jersey, New York, Pennsylvania, Tennessee, Texas, Virginia
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.