WEBB FINANCIAL GROUP

Overview

Webb Financial Group is an independent registered investment adviser organized as a corporation and operating since 1991. The firm serves individual and family clients and combines financial planning, portfolio management for individuals, small businesses and institutional clients, plus educational workshops. It also operates as an insurance broker. Compensation is flexible across percentage-of-AUM fees, hourly charges and fixed fees. The adviser does not position itself as a capital allocator, is not an active ESG investor, and is not structured as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives