Greg Willsey
Noble Family Wealth · Clearwater, Florida
Greg Willsey is a fee-only financial advisor at Noble Family Wealth in Clearwater, Florida, who holds the CFP credential. Noble Family Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Noble Family Wealth |
|---|---|
| Based in | Clearwater, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $527.5M across 488 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 1789607 |
| Exams passed | Series 63 (1988) · Series 65 (1994) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | noblefamilywealth.com |
How Greg's firm compares
- Noble Family Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 488 accounts).
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Questions about Greg
Is Greg Willsey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and Noble Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Greg charge for financial advice?
Greg's firm, Noble Family Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Greg Willsey based?
Greg Willsey is based in Clearwater, Florida.
What credentials does Greg Willsey hold?
Greg Willsey holds the CFP credential.
Is Greg Willsey registered with the SEC?
Yes. Greg Willsey is registered as an investment adviser representative in FL and TX (CRD 1789607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Noble Family Wealth manage?
Noble Family Wealth reports $527.5M across 488 accounts in assets under management.
How do I contact Greg Willsey?
Through Greg's website, noblefamilywealth.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
- 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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