WILLIS FINANCIAL SERVICES, INC.

Overview

Willis Financial Services, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management targeted at individuals and small businesses. The firm operates with an owner-type of an individual and combines advisory services with insurance brokerage and accounting capabilities, which shapes its emphasis on insurance-linked products alongside traditional investment strategies. Investment activity is concentrated in professionally managed public funds and mutual funds, which form the core of client portfolios. The firm charges fees tied to assets under management and also offers hourly billing, reflecting a hybrid advice model that can accommodate both ongoing portfolio management and project-based planning work. Willis Financial Services, Inc. is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices