Grace Choi
Wills Financial Group · Richmond, Virginia
Grace Choi is a fee-only financial advisor at Wills Financial Group in Richmond, Virginia. Grace 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.
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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 |
| SEC registration | Investment adviser representative in PA, VA · CRD 6635982 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | willsfg.com |
How Grace's firm compares
- Wills Financial Group's average account is about $512,000, from its Form ADV (assets managed divided by 753 accounts).
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Questions about Grace
Is Grace Choi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grace 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 Grace charge for financial advice?
Grace's firm, Wills Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Grace Choi based?
Grace Choi is based in Richmond, Virginia.
What does Grace specialize in?
Grace's specialties include retirement planning, estate & legacy planning and tax planning.
Is Grace Choi registered with the SEC?
Yes. Grace Choi is registered as an investment adviser representative in PA and VA (CRD 6635982), 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 Grace Choi?
Through Grace'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.
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