Tracey Patton
Willis Investment Counsel · Gainesville, Georgia
Tracey Patton is a fee-only financial advisor at Willis Investment Counsel in Gainesville, Georgia. Tracey 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 7148206 |
| Exams passed | Series 65 (2023) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.wicinvest.com |
How Tracey'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 Tracey
Is Tracey Patton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracey 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 Tracey charge for financial advice?
Tracey charges a percentage of assets.
Where is Tracey Patton based?
Tracey Patton is based in Gainesville, Georgia.
Is Tracey Patton registered with the SEC?
Yes. Tracey Patton is registered as an investment adviser representative in GA (CRD 7148206), 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 Tracey Patton?
Through Tracey'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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