Greg Will
Bestgate Wealth Advisors · Frederick, Maryland
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.
Request an introduction to Greg →
Facts
| Firm | Bestgate Wealth Advisors |
|---|---|
| Based in | Frederick, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $162.4M across 118 accounts |
| Credentials | CFP · CIMA · CPA · MST · PFS · Retirement Management Advisor |
| SEC registration | Investment adviser representative in MD · CRD 7065990 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | bestgatewealth.com |
| Profile |
How Greg's firm compares
- Bestgate Wealth Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 118 accounts).
Request an introduction to Greg
Tell Greg a little about what you're looking for. Greg 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 Greg
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frederick
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.