How many financial advisors are in Newport News, Virginia?

Falists lists 6 registered investment advisers with a principal office or filing address in Newport News, Virginia, based on public SEC IAPD data.

How do financial advisors in Newport News charge fees?

Fee structures vary by firm. In Newport News, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Newport News?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Virginia · 6 advisers

Financial Advisors in Newport News, Virginia

Looking for a financial advisor in Newport News, Virginia? Falists indexes 6 SEC-registered and state-registered investment advisers in Newport News — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $471.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$471.4M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement Institutional1

Top advisors in Newport News

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

MASON & ASSOCIATES, LLC

Newport News, VA

AUM

$471.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(757) 223-9898

Full profile Visit site →

NORSEMAN ADVISORY GROUP, INC.

Newport News, VA

AUM

$60.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

757-223-1559

Full profile Visit site →

PATHWAY FINANCIAL PLANNING, INC.

Newport News, VA

AUM

$28.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

757-595-4588

Full profile Visit site →

MAGNOLIA LANE CAPITAL, LLC

Newport News, VA

AUM

$11.6M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

757-272-1612

Full profile Visit site →

MONTGOMERY CAPITAL MANAGEMENT, LLC

Newport News, VA

AUM

$4.7M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

757-597-9525

Full profile Visit site →

HAAS INVESTMENT MANAGEMENT LLC

Newport News, VA

AUM

—

Financial PlanningFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Hourly charges; Fixed fees

757-873-0454

Full profileNo website

More cities in Virginia

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Common questions

How many financial advisors are in Newport News, Virginia?: 6 registered investment advisers are listed in our Newport News directory, sourced from public SEC filings.
What types of advisors are in Newport News?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Newport News?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.