CAPITOL SECURITIES MANAGEMENT, INC.
Glen Allen, VA
AUM
$2.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
126 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-612-1484
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA, GLEN ALLEN
10 advisers found
THE MAIN STREET GROUP
Glen Allen, VA
AUM
$515.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
804-270-4470
STEELHEAD WEALTH MANAGEMENT
Glen Allen, VA
AUM
$341.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(804) 548-0781
KINLOCH CAPITAL, LLC
Glen Allen, VA
AUM
$301.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-956-4550
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.
Glen Allen, VA
AUM
$103.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
800-279-3768
BDC CAPITAL MANAGEMENT, INC.
Glen Allen, VA
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
804-965-0707
VISION WEALTH PLANNING, LLC
Glen Allen, VA
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(804) 368-0854
YES LIFE FINANCIAL
Glen Allen, VA
AUM
$21.1M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
804-869-5861
FINANCIAL FREEDOM PLANNERS
Glen Allen, VA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
804-277-9734
ACCOUNTING ADVISORY SERVICES, L.L.C.
Glen Allen, VA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
804-935-8510
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