Kelli Wright
Willis Investment Counsel · Gainesville, Georgia
Kelli Wright is a fee-only financial advisor at Willis Investment Counsel in Gainesville, Georgia. Kelli charges a percentage of assets.
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Facts
| Firm | Willis Investment Counsel |
|---|---|
| Based in | Gainesville, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $4.23B across 568 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4641985 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.wicinvest.com |
| Profile |
How Kelli's firm compares
- Willis Investment Counsel's average account is about $7.4 million, from its Form ADV (assets managed divided by 568 accounts).
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Questions about Kelli
Is Kelli Wright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelli holds no broker registration, and Willis Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelli charge for financial advice?
Kelli charges a percentage of assets.
Where is Kelli Wright based?
Kelli Wright is based in Gainesville, Georgia.
Is Kelli Wright registered with the SEC?
Yes. Kelli Wright is registered as an investment adviser representative in GA (CRD 4641985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willis Investment Counsel manage?
Willis Investment Counsel reports $4.23B across 568 accounts in assets under management.
How do I contact Kelli Wright?
Through Kelli's website, www.wicinvest.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
- Willis Investment Counsel 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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