TAYLOR FINANCIAL GROUP, INC.
Roanoke, VA
AUM
$410.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
540-774-7971
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA, ROANOKE
15 advisers found
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
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
VIP PLANNERS, INC.
Roanoke, VA
AUM
$126.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
5403421895
GUELICH CAPITAL MANAGEMENT, LLC
Roanoke, VA
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-772-4545
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
PERSONAL FINANCIAL PLANNING INC.
Roanoke, VA
AUM
$19.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
540-774-8700
360 WEALTH CONSULTANTS, LLC
Roanoke, VA
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(1) 540-562-0123
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
KOMMON WEALTH, LLC
Roanoke, VA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
540-397-3335
WANDA KILMAN PITTMAN
Roanoke, VA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
540-767-9050
Full profileNo website
VALLEY INVESTORS CORPORATION
Roanoke, VA
AUM
$3.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
540-342-5098
Full profileNo website