Webb & Associates Financial

Name

Webb & Associates Financial

Legal name

Webb & Associates

Website

https://webbandassoc.com

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Financial advisory services
• Retirement planning
• Wealth management
• Estate planning
• Investment portfolio management

Headquarters

HQ city

Fayetteville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Financial Advisory Services: The firm generates revenue through financial advisory fees and securities offerings. Jeremy Webb offers advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor. The firm also offers securities through IFG, a FINRA/SIPC member broker-dealer.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Webb & Associates Financial is a financial advisory firm offering personalized wealth management and financial planning services to individuals and business owners. The firm delivers its services through a three-step process (Assess, Set Goals, Implement) covering retirement planning, wealth management, workforce wealth building, and estate strategy. Advisory services are offered through Independent Financial Group, LLC (IFG), and securities are offered through IFG as a FINRA/SIPC member broker-dealer.

Product overview

Webb & Associates Financial is a financial advisory firm that offers a unified suite of wealth management and financial planning services. The core offering consists of four integrated service areas: Retirement Planning (helping clients achieve their key financial milestones), Wealth Management (portfolio strategies and risk management), Workforce Wealth Building (wealth strategies for earners), and Estate Strategy (estate planning for all life phases). These services are delivered through a three-step process: Assess (understanding client situations), Set Goals (creating plans based on goals, timeline, and risk tolerance), and Implement (executing the financial strategy).

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Retirement planning services focused on helping clients achieve their most important financial milestone through personalized strategies. Targeted at individuals and families preparing for retirement.
• Wealth Management Portfolio strategies and risk management services designed to build and protect client wealth through comprehensive investment approaches. Targeted at individual investors and families.
• Workforce Wealth Building Wealth building strategies specifically designed for earners, helping individuals maximize their financial potential during their working years.
• Estate Strategy Estate planning strategies designed for every phase of life, ensuring clients' assets are protected and distributed according to their wishes.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Independent Financial Group, LLC (IFG)coreChannel Partner/ Reseller/ DistributorWebb & Associates offers securities through Independent Financial Group, LLC, a FINRA/SIPC member broker-dealer. Jeremy Webb offers advisory services through IFG, a registered investment advisor. Webb & Associates and IFG are unaffiliated entities. This partnership enables the firm to offer regulated securities and advisory services under proper regulatory oversight.

Recent moves4 records

Expansion highlights3 records

Direct peers

• Creative Planning: Multi-advisor RIA offering comprehensive financial planning, retirement, and wealth management to individuals and families, closely overlapping Webb & Associates' persona and integrated service stack.
• Buckingham Wealth Partners: Independent wealth advisory firm providing retirement planning, investment management, and estate strategy for households, comparable in client focus and integrated advice offering.
• Modera Wealth Management: Fee-based financial planning and investment management firm serving individuals and families, structurally similar to Webb & Associates as a multi-state advice practice built around personalized planning.
• Mariner Wealth Advisors: Independent advisory firm delivering retirement, estate, and wealth management for individuals, with a comparable client-centered, comprehensive-planning model.
• Edelman Financial Engines: National RIA offering retirement planning, investment advice, and wealth management to individual investors, mirroring Webb & Associates' core retirement-and-wealth focus at much larger scale.

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer and RIA network that supports independent advisor practices in offering securities and advisory services, analogous to the IFG platform on which Webb & Associates relies.
• LPL Financial: Largest independent broker-dealer in the U.S., providing custody, clearing, and advisory infrastructure to thousands of independent practices similar to Webb & Associates.
• Cambridge Investment Research: Independent broker-dealer and RIA supporting financial professionals who deliver retirement, investment, and estate planning—directly comparable in how the firm underwrites an independent advisor practice.
• Edward Jones: National full-service wealth management franchise offering retirement and investment planning to individuals, covering the same client segment as Webb & Associates but at substantially larger scale.
• Charles Schwab (Schwab Wealth Advisory): Large incumbent offering wealth advisory, retirement, and investment services to individuals and households through both digital and advisor channels; competes for the same end-client wallet.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Webb & Associates Financial