Evan Moog is a CFA-designated registered investment advisor at Wills Financial Group, LLC, based in Richmond, VA, with 10 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 254 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.40% |
Fees negotiable for accounts over $6,000,000.
Fee Estimator
Location
704 Libbie Avenue, Richmond, VA, 23226
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wills Financial Group, LLC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Davenport & Company LLC
Davenport & Company LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.