Webb Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Financial planning was provided to 500 clients last fiscal year.
Webb Advisors reports 673 clients. They include 671 individual clients and 2 high-net-worth individuals. Of its assets, 95.0% ($377M across 1,793 accounts) are managed with discretion; $19.9M across 103 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 94% |
| High-net-worth individuals | <1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 671 | $374M | 94.1% | $557K |
| High-net-worth individuals | 2 | $23.5M | 5.9% | $11.8M |
| Total | 673 | $397M | 100% | $590K |
- Clients
- 671
- Regulatory AUM
- $374M
- AUM share
- 94.1%
- Avg. per client
- $557K
- Clients
- 2
- Regulatory AUM
- $23.5M
- AUM share
- 5.9%
- Avg. per client
- $11.8M
Total
- Clients
- 673
- Regulatory AUM
- $397M
- AUM share
- 100%
- Avg. per client
- $590K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Webb Advisors charges 0.50%–1.40% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning: hourly
- Hourly financial planning is billed at $150 to $500 an hour, as invoiced for time spent monthly.
- Financial planning: open retainer
- Open retainer financial planning fees range from $1,500 to $25,000 annually, payable quarterly from signing, with the balance due at presentation of the plan.
Michael Bischoff owns 50% to 75% of Webb Advisors. It has 8 employees, 4 of them in advisory roles.
Leadership
- Michael BischoffCOO
- Timothy GreifeCCO
- David VerbekePartner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Michael George Bischoff
- David Michael Verbeke
- Gary Scott Webb
Staff
- 8 employees
- 4 in advisory functions
- 4 insurance agents
- Owns 50% to 75% of Webb Advisors Incorporated
Michael Bischoff
Control person · since January 2005
- Owns 25% to 50% of Webb Advisors Incorporated
Timothy Greife
Control person · since July 2016
- Owns 10% to 25% of Webb Advisors Incorporated
David Verbeke
since January 2020
Webb Advisors’ regulatory assets grew from $290M (March 2021) to $397M (March 2026); clients rose from 587 to 673 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $397M | 673 | 8 | 1 |
| March 2025 | $371M | 664 | 8 | 1 |
| March 2024 | $316M | 639 | 7 | 1 |
| March 2023 | $295M | 664 | 7 | 1 |
| March 2022 | $321M | 615 | 7 | 1 |
| March 2021 | $290M | 587 | 6 | 1 |
Besides its headquarters, Webb Advisors has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 8120 Penn Avenue South, Suite 177, BloomingtonHQ
Other business names
Webb Advisors has reported 1 other business name to the SEC.
- Webb Financial Group
Contact and registration details
- Legal name
- Webb Advisors Incorporated
- Headquarters
- 8120 Penn Avenue South, Suite 177, Bloomington, MN 55431
- Website
- webbfinancial.com
- Phone
- 952-837-3200
- SEC file
- 801-39985
- Structure
- Minnesota corporation
- Fiscal year end
- December
Webb Advisors uses Charles Schwab ($119M, 66%) and Fidelity ($61.6M, 34%) as custodians for its separately managed accounts. Webb Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $119M66%
- FidelityFidelity Distributors Company LLC · Boston, MA · $61.6M34%
At year end, Webb Advisors’ separately managed accounts were mostly in funds (67%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds67%
- Bonds1%
- Cash5%
- Other15%
- Structured notes15%
How many clients does Webb Advisors have?
Webb Advisors has 673 clients and manages $397 million for them, as of March 2026. They include 671 individual clients and 2 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Webb Advisors offer?
Webb Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Webb Advisors charge?
Webb Advisors charges 0.50%–1.40% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Source: WEBB FINANCIAL FORM ADV 2A JANUARY 2022, filed 30 March 2026
Which custodians does Webb Advisors use?
Webb Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $119M and Fidelity Distributors Company LLC (Boston, MA), with $61.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Webb Advisors have?
Webb Advisors has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Webb Advisors invest in?
At the end of its last fiscal year, Webb Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 15% other, 12% exchange-traded equities, 5% cash and equivalents and 1% state and local bonds. The 15% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Webb Advisors?
Webb Advisors’ direct owners are Michael Bischoff (50% to 75%), Timothy Greife (25% to 50%) and David Verbeke (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Webb Advisors get paid?
Webb Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Webb Advisors registered with the SEC?
Yes, Webb Advisors has been registered with the SEC as an investment adviser since 17 September 1991. Its CRD number is 106617 and its SEC file number is 801-39985.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Webb Advisors?
Webb Advisors’ main office is at 8120 Penn Avenue South, Suite 177, Bloomington, MN 55431. Its phone number is 952-837-3200. Its website is webbfinancial.com.