Webb Financial Group

Webb Financial Group, established in 1981, specializes in retirement, investment, and estate planning, offering comprehensive wealth management solutions to individuals and businesses. The firm, managed by Michael Bischoff and Gary Webb, tailors investment strategies to meet clients' specific goals and needs. Investment Advisory Services involve understanding clients' financial history, goals, and risk tolerance to develop personalized strategies using various investment vehicles. Account reviews are conducted regularly, and clients are encouraged to review objectives annually. Financial Planning services include stand-alone planning for a fee, with plans based on client financial situations and goals. Assets Under Management totaled $295,141,000 as of March 1st, 2022. Fees for Investment Advisory Services are based on a percentage of assets under management, typically ranging from 1.4% to .5% annually. Financial Planning fees vary based on retainer, hourly, or Assets Under Management basis. WFG does not charge performance-based fees and serves various clients, requiring a minimum aggregate account of $250,000. The firm emphasizes risk management, stating that all investments carry the risk of loss. Webb Financial Group acts as a fiduciary, placing clients' interests first and complying with regulatory obligations. Clients' assets are held at qualified custodians, with Schwab and Fidelity recommended. Webb Financial Group does not vote on client securities and has no disciplinary information to disclose.