Tull Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$355,646,215
Clients
292
Advisors
5
of 9 employees
About
Tull Financial Group provides investment management and financial planning to individuals, families, related trusts, and small- to larger-size employer retirement plans. The firm’s offerings include discretionary asset management under a Managed Asset Portfolio agreement, modular financial planning and investment proposals, hourly project work, and administrative and participant-education support for company retirement plans.
TFG employs a tactical asset-allocation framework using a mix of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, and documents each client’s objectives and risk tolerance in a signed Investment Policy Statement tied to one of several designed portfolio models. Portfolios are reviewed periodically (at least annually or when triggered by events), and relationships commonly begin with an Investment Proposal or Financial Plan that can transition into ongoing discretionary management and household aggregation for fee breakpoints.
Compared with many peers, TFG places more emphasis than typical on participant education and enrollment meetings for workplace retirement plans and makes use of custodial- and vendor-sponsored educational events; it also discloses operational use of AI tools for meeting notes and data aggregation to support decision-making. Other distinguishing details include a documented multi-generation family-planning approach and a defined set of portfolio models with stated short-term loss-probability targets, along with a discretionary MAP household minimum that the firm may waive.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Small Business Retirement Plan Support: quarterly flat fee of $375 to the business
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $20,000,000: 0.25%
Hourly rates range from $100 to $500 per hour
Account minimum: $750,000 Minimum fee: Financial Plan minimum fee: $2,000; Investment Proposal minimum fee: $750; Retirement Projection minimum fee: $1,500 Fee-only: Fees are charged based on percentage of AUM, hourly charges, and fixed fees; no commissions accepted.
Main office
555 Belaire Avenue, Suite 130
Chesapeake VA 23320
Advisors at this office
5
Most active in
Florida · North Carolina · Texas · Virginia
Also doing business as
R.W. Tull & Associates, Inc. · Tull Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William O
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
William Overton Jr. is a financial advisor at Tull Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Signature Family Wealth Advisors and Virginia Tech. Tull Financial Group provides investment management and financial planning services to individuals, families, related trusts, and employer retirement plans. The firm uses a tactical asset-allocation approach combining passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, with an emphasis on participant education and multi-generation family planning.
Philip T
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
Philip Tull is a financial advisor at Tull Financial Group, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at Tull Financial Group since 2016. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans of various sizes. The firm employs a tactical asset-allocation strategy using a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, with a strong emphasis on participant education and a documented multi-generation family-planning approach.
Isaac H
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
Isaac Hon is a financial advisor at Tull Financial Group, Inc. in Chesapeake, VA, holding the Series 65 designation. He has one year of industry experience, having previously worked at Northwestern Mutual, Quillify, and Oral Roberts University. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation framework with a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, emphasizing participant education and multi-generation family planning.
Robert T
CFP®, Series 63
Chesapeake, VA
Tull Financial Group, Inc.
Robert Tull is a CFP® with 23 years of industry experience and has been with Tull Financial Group, Inc. since 1992. He holds a Series 63 license and is based in Chesapeake, VA. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and engages in client education and retirement plan participant outreach.
Logan F
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
Logan Flitton is a financial advisor with Tull Financial Group, Inc. He holds a Series 65 designation and has recently transitioned from military service, having served in the U.S. Navy for six years prior to entering the financial industry. His professional experience includes roles at Standard Calibration Inc. and as a student before joining Tull Financial Group. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation approach combining passive ETFs, actively managed funds, dividend stocks, and fixed income, emphasizing participant education and a multi-generation family-planning strategy.
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