Evan Moog
Wills Financial Group · Richmond, Virginia
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.
Request an introduction to Evan →
Specialties
Facts
| Firm | Wills Financial Group |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $385.7M across 753 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 5901206 |
| Exams passed | Series 66 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | willsfg.com |
| Profile |
How Evan's firm compares
- Wills Financial Group's average account is about $512,000, from its Form ADV (assets managed divided by 753 accounts).
Request an introduction to Evan
Tell Evan a little about what you're looking for. Evan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Evan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Wills Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.