Janet Wills
Wills Financial Group · Richmond, Virginia
Janet Wills is a fee-only financial advisor at Wills Financial Group in Richmond, Virginia, who holds the CFP credential. Janet 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX, VA · CRD 1205716 |
| Exams passed | Series 63 (1984) · Series 65 (1990) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | willsfg.com |
How Janet'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 Janet
Is Janet Wills a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janet 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 Janet charge for financial advice?
Janet's firm, Wills Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Janet Wills based?
Janet Wills is based in Richmond, Virginia.
What does Janet specialize in?
Janet's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Janet Wills hold?
Janet Wills holds the CFP credential.
Is Janet Wills registered with the SEC?
Yes. Janet Wills is registered as an investment adviser representative in PA, TX and VA (CRD 1205716), 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 Janet Wills?
Through Janet'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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