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VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.
CRD 151510
4870 SADLER ROAD, SUITE 300, GLEN ALLEN, VA, 23060, United States
Phone
800-279-3768
Fax
804-205-5001
Registration
— (—)
Source
State registered
Total AUM
$103.4M
Discretionary AUM
$101.9M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $64.1M |
| High net worth individuals | 40 | $39.3M |
All web addresses on file
Official SEC filing: View on IAPD