Robert Willis
Willis Investment Counsel · Gainesville, Georgia
Robert Willis is a fee-only financial advisor at Willis Investment Counsel in Gainesville, Georgia, who holds the CFA credential. Robert 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 2239387 |
| Exams passed | Series 65 (1992) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.wicinvest.com |
How Robert'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 Robert
Is Robert Willis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert charges a percentage of assets.
Where is Robert Willis based?
Robert Willis is based in Gainesville, Georgia.
What credentials does Robert Willis hold?
Robert Willis holds the CFA credential.
Is Robert Willis registered with the SEC?
Yes. Robert Willis is registered as an investment adviser representative in GA and TX (CRD 2239387), 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 Robert Willis?
Through Robert'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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