Webb Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.4% +: 0.5%
$150 to $500 per hour
Open retainer fee ranging from $1,500 to $25,000 annually, payable quarterly
Account minimum: $250,000 Minimum fee: Minimum advisory fee or retainer may be charged when account size requirements are waived, but no specific amount stated
Main office
8120 Penn Avenue South, Suite 177
Bloomington MN 55431
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Illinois · Iowa · Minnesota · Missouri · Texas · Wisconsin
Also doing business as
Webb Advisors Incorporated · Webb Financial Group · Webb Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
David V
Series 63
Bloomington, MN
Webb Financial Group
David Verbeke is a Series 63-registered financial advisor with Webb Financial Group in Bloomington, MN, where he has worked since 2012. He has 12 years of industry experience. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm manages over $371 million in assets, using a client-centered process to develop portfolios and plans tailored to goals, risk tolerance, and circumstances.
Michael B
CFP®, Series 63, Series 65
Bloomington, MN
Webb Financial Group
Michael Bischoff is a CFP® certified financial advisor with 12 years of industry experience. He has been with Webb Financial Group in Bloomington, MN, since 1997. Webb Financial Group serves individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives with wealth management, investment advisory, and standalone financial planning services. The firm manages over $371 million in assets and employs a client-centered process that includes goal setting, risk assessment, and portfolio management using a range of investment vehicles.
Gary W
Bloomington, MN
Webb Financial Group
Gary Webb is a financial advisor with Webb Financial Group in Bloomington, MN, where he has worked for 28 years. He has 12 years of industry experience and is part of a four-advisor team. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm uses a client-centered process to develop portfolios with mutual funds, ETFs, individual securities, and other vehicles, and manages over $371 million in assets.
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