MORRIS & WELLS WEALTH MANAGEMENT
Charlottesville, VA
AUM
$987.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
434-977-7010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in VA, CHARLOTTESVILLE
5 advisers found
A. N. CULBERTSON & COMPANY, INC.
Charlottesville, VA
AUM
$817.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
434-972-7766
MAROTTA WEALTH MANAGEMENT, INC.
Charlottesville, VA
AUM
$686.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
434-244-0000
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
Charlottesville, VA
AUM
$333.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
800-628-3812
ARIA WEALTH PARTNERS
Charlottesville, VA
AUM
$112.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-338-6840