Willis Investment Counsel

Willis Investment Counsel at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFA.
• Its Form ADV reports 13 employees and 178 individual clients, 129 of them high net worth.
• Its average account is about $7.4 million (assets it manages divided by its 568 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Willis Investment Counsel fees

Willis Investment Counsel doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (6)

• James Kilroy

• John Lewis

  CFA

• Kelli Wright

• Richard Whitehead

• Robert Willis

  CFA

• Tracey Patton