REMBERT PENDLETON JACKSON
Vienna, VA
AUM
$2.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-821-6655
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA, VIENNA
17 advisers found
GLASSMAN WEALTH SERVICES, LLC
Vienna, VA
AUM
$2.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-534-4444
NAVY FEDERAL INVESTMENT SERVICES, LLC
Vienna, VA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
147 advisors
Clients
More than 500
Fees
Percentage of AUM
703-206-1517
D'ORAZIO WEALTH ADVISORS
Vienna, VA
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Fixed fees; PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS
703-269-3100
YESKE BUIE INC.
Vienna, VA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
800-772-1887
ALLEGIANCE FINANCIAL GROUP
Vienna, VA
AUM
$675.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(703) 242-7900
CAPITOL PRIVATE WEALTH GROUP LLC
Vienna, VA
AUM
$562.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 226-0008
ADVISORS FINANCIAL, INC.
Vienna, VA
AUM
$321.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 883-0300
KIRK CAPITAL ADVISORS LLC
Vienna, VA
AUM
$204.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888.340.5475
PACTOLUS
Vienna, VA
AUM
$187.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
571-297-6364
TEMPLER WEALTH MANAGEMENT, LLC
Vienna, VA
AUM
$102.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-927-4126
AURORA POINTE CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
571-260-0483
SOVEREIGN
Vienna, VA
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(703) 713-2954
CONNOR CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-714-6692
DISCOVERY WEALTH PLANNING LLC
Vienna, VA
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
703-281-3735
3SUMMIT INVESTMENT MANAGEMENT, LLC
Vienna, VA
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
571-565-2161
MCKINNEY FINANCIAL PLANNING & MANAGEMENT
Vienna, VA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
703-281-9221
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