BEACON WEALTH CONSULTANTS, INC.
Roanoke, VA
AUM
$278.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
540-345-3891
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in VA, ROANOKE
7 advisers found
INVESTMENT MANAGEMENT CORPORATION
Roanoke, VA
AUM
$191.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
540-774-8899
PEAKVALLEY WEALTH, LLC
Roanoke, VA
AUM
$130.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
540-904-7969
MONSOUR ADVISORY SERVICES, INC.
Roanoke, VA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
540-989-6578
WAYNEFIREBAUGH, INC.
Roanoke, VA
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
540-366-5800
AMERICAN FINANCIAL PLANNING, INC.
Roanoke, VA
AUM
$21.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
540-904-1670
OG ADVISORY GROUP, LLC
Roanoke, VA
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
540-384-0422