A complete list of active advisors currently associated with Bill Few Associates, Inc.

Warmer can help you find a great advisor at Bill Few Associates, Inc. or one who fits your needs even better.

Bill Few Associates, Inc. provides investment advisory services to individuals (including high‑net‑worth clients), charitable organizations, corporations and retirement plans, offering portfolio management, mutual fund model portfolios, the American Funds F‑2 Direct program, financial planning and consulting. The SEC‑registered firm, in business since 1987, manages approximately $2.72 billion across discretionary and non‑discretionary accounts for roughly 2,954 clients supported by 28 advisors. Accounts may be managed on either a discretionary or non‑discretionary basis and are guided by asset allocation informed by fundamental and qualitative analysis; model allocations are reviewed by an Investment Policy Committee and rebalanced periodically, with mutual funds and ETFs used as primary investment vehicles. The firm conducts annual account reviews, provides written financial plans when engaged, and offers fee‑based programs (including a wrap option) with fees billed as a percentage of assets under management. Among items that distinguish Bill Few from many peers, the brochure discloses the firm’s 2018 participation in the SEC’s Share Class Selection Disclosure Initiative, which resulted in reimbursement to client accounts of $2,201,454.07 in 12b‑1 fees plus $191,850.74 in prejudgment interest. The firm also notes that certain investment personnel are licensed insurance agents who may receive commission compensation for insurance sales (a conflict the firm discloses and describes mitigation procedures for), and that the adviser is an employee‑owned entity through its parent, Bill Few Financial Group, Inc., held by an Employee Stock Ownership Trust.

To learn more about the advisors currently working at Bill Few Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.