Jeff Wills
Forthright Wealth Management · Alpharetta, Georgia
Jeff Wills is a fee-only financial advisor at Forthright Wealth Management in Alpharetta, Georgia. Jeff focuses on retirement planning, small business owners and physicians & residents. Forthright Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | Forthright Wealth Management |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $773.4M across 1,922 accounts |
| SEC registration | Investment adviser representative in GA · CRD 5131854 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.forthrightwealthmanagement.com |
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Questions about Jeff
Is Jeff Wills a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeff holds no broker registration, and Forthright Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeff charge for financial advice?
Jeff's firm, Forthright Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeff Wills based?
Jeff Wills is based in Alpharetta, Georgia.
What does Jeff specialize in?
Jeff's specialties include retirement planning, small business owners and physicians & residents. Jeff works with founders, executives, physicians, retirees and pre-retirees.
Is Jeff Wills registered with the SEC?
Yes. Jeff Wills is registered as an investment adviser representative in GA (CRD 5131854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Forthright Wealth Management manage?
Forthright Wealth Management reports $773.4M across 1,922 accounts in assets under management.
How do I contact Jeff Wills?
Through Jeff's website, www.forthrightwealthmanagement.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
- Forthright Wealth Management 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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