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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
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
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
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
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
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
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