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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-1989
- Office Locations
- 1
Office Locations
About Tull Financial Group, Inc.
Tull Financial Group is a Virginia-based, fee-only RIA of CFP® professionals and a NAPFA member serving the Hampton Roads area. The firm provides holistic financial planning and ongoing wealth management with a retirement focus—investment management, risk-tolerance coaching, tax and cash-flow planning, and guidance on trusts and major life transitions. Client assets are custodied with firms such as Charles Schwab and Fidelity.
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Owner & Executives
CATHY CLIMPSON TULL
DIRECTOR, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
ROBERT WHITE TULL JR
Advisor, Chief Compliance Officer, President
- CRD
- #1387893
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Logan Edward Flitton
--
- CRD
- #8242794
William Andrew Overton Jr.
Associate Wealth Manager
- CRD
- #7093449
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,003,112 | $370,675 |
| Non-Discretionary | $3,083,506 | $171,306 |
| Total | $367,086,618 | $367,087 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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