Willis Financial Services, Inc.

Overview

Willis Financial Services, Inc. is an independent, individually owned registered investment adviser that focuses on clients who are individuals and families. The firm provides financial planning and portfolio management services geared to individuals and small businesses, and it also performs insurance brokerage and accounting activities alongside its advisory work. Its fee model combines an asset‑based charge with hourly billing. The firm does not position itself as an institutional pension consultant or a capital allocator, and it is not identified as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices