# Greg Will

> Greg Will is a fee-only financial advisor at Bestgate Wealth Advisors in Frederick, Maryland, who holds the CFP, CIMA and CPA credentials. Bestgate Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/greg-will/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bestgate Wealth Advisors
- **Based in:** Frederick, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $162.4M across 118 accounts
- **Credentials:** CFP, CIMA, CPA, MST, PFS, Retirement Management Advisor
- **CRD:** 7065990 (https://adviserinfo.sec.gov/individual/summary/7065990)
- **SEC registration:** Investment adviser representative in MD
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://bestgatewealth.com

## Frequently asked questions

### Is Greg Will a fee-only financial advisor?

Yes. Greg Will is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.

### How does Greg charge for financial advice?

Greg's firm, Bestgate Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Greg Will based?

Greg Will is based in Frederick, Maryland.

### What credentials does Greg Will hold?

Greg Will holds the CFP, CIMA, CPA, MST, PFS and Retirement Management Advisor credentials.

### Is Greg Will registered with the SEC?

Yes. Greg Will is registered as an investment adviser representative in MD (CRD 7065990), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bestgate Wealth Advisors manage?

Bestgate Wealth Advisors reports $162.4M across 118 accounts in assets under management.

### How do I contact Greg Will?

Through Greg's website, bestgatewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45416): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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