Tull Financial Group, Inc.
Chesapeake, Virginia
Tull Financial Group, Inc. at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 9 employees and 292 individual clients, 111 of them high net worth.
- Its average account is about $367,000 (assets it manages divided by its 1,000 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Chesapeake, Virginia |
|---|---|
| Website | tullfinancial.com |
| [email protected] | |
| Phone | (757) 436-1122 |
Questions about Tull Financial Group, Inc.
How much does Tull Financial Group, Inc. charge?
Tull Financial Group, Inc. publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Tull Financial Group, Inc. have an account minimum?
Yes. Tull Financial Group, Inc. states an account minimum of $750,000. We found this on its website, checked October 28, 2026.
How is Tull Financial Group, Inc. paid?
Tull Financial Group, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Tull Financial Group, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Tull Financial Group, Inc., and 1 hold the CFP.
What is the average account at Tull Financial Group, Inc.?
Tull Financial Group, Inc.'s average account is about $367,000. That's the assets on its Form ADV divided by its 1,000 accounts.
What does Tull Financial Group, Inc. specialize in?
Tull Financial Group, Inc.'s advisors and website list retirement planning, equity compensation, tax planning and estate & legacy planning.
Tull Financial Group, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $750,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Quarterly Fee: 0.25% of assets under management" source
"**Minimum AUM: $750,000" source
"Quarterly Fee: 0.25% of assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $367 million |
| Individual clients | 181 |
| High-net-worth clients | 111 |
| Accounts managed | 1,000 |
| Employees | 9 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-61759) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 112235 |
Advisors at this firm (5)
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