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Willis Financial Planning Services, Inc (San Mateo)


Willis Financial Planning Services, Inc is a large advisory firm based in San Mateo. It manages $63.08 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.




Willis Financial Planning Services provides financial planning services, portfolio management for individuals and small businesses, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Willis Financial Planning Services: assets under management

The assets under management (AUM) of Willis Financial Planning Services, Inc is $63.08 million. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $62.67 million in discretionary accounts and $415.03 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $207.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Willis Financial Planning Services, Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Mateo

The principal office where Willis Financial Planning Services, Inc performs its advisory services is located at 4 West 4 Th Avenue, San Mateo, CA 94402, which is also the mailing address of the firm. An additional office of the firm is in Larkspur, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (650) 579-0162 or by fax (650) 579-4527. The normal business hours are 9:00 - 4:00 on Monday - Friday.


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