# Evan Moog

> Evan Moog is a fee-only financial advisor at Wills Financial Group in Richmond, Virginia, who holds the CFA credential. Evan focuses on retirement planning, estate & legacy planning and tax planning. Wills Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/evan-moog/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wills Financial Group
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $385.7M across 753 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5901206 (https://adviserinfo.sec.gov/individual/summary/5901206)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://willsfg.com/

## Frequently asked questions

### Is Evan Moog a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Wills Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Evan charge for financial advice?

Evan's firm, Wills Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Evan Moog based?

Evan Moog is based in Richmond, Virginia.

### What does Evan specialize in?

Evan's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Evan Moog hold?

Evan Moog holds the CFA credential.

### Is Evan Moog registered with the SEC?

Yes. Evan Moog is registered as an investment adviser representative in VA (CRD 5901206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wills Financial Group manage?

Wills Financial Group reports $385.7M across 753 accounts in assets under management.

### How do I contact Evan Moog?

Through Evan's website, willsfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5901206): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.willsfg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.