Webb Financial Group

Webb Financial Group serves individuals, families, trusts, entrepreneurs, small business owners and corporate executives, managing approximately $397.2 million in client assets across roughly 673 client relationships. The firm provides investment advisory services and stand‑alone financial, estate, tax, retirement and college planning, and typically charges percentage‑of‑AUM advisory fees.

WFG builds individualized asset allocation strategies through an initial investor questionnaire and ongoing client dialogue, then implements portfolios using mutual funds, ETFs and individual securities; most client assets are managed on a discretionary basis ($377,336,000 discretionary and $19,864,000 non‑discretionary). The firm conducts ongoing account reviews, encourages annual comprehensive reviews with clients, and applies rebalancing and due‑diligence processes to manage portfolios.

Noteworthy distinctions disclosed in the brochure include that WFG is also a separately licensed insurance agency—investment advisor representatives may hold insurance licenses and commissions on insurance products are paid to the firm, a relationship the brochure highlights as a potential conflict of interest. The firm also makes use of custodial and industry educational conferences and events as resources for client education and advisor development, and it has operated since 1981 with a relatively small advisory team given its asset base.