Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
32 advisers found
COOK FINANCIAL DESIGNS, INC.
Virginia Beach, VA
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees
757-498-4810
Full profileNo website
TONER ASSET MANAGEMENT GROUP, INC.
Virginia Beach, VA
AUM
$66.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
757-425-1977
Full profileNo website
ALPERIN FINANCIAL SOLUTIONS, LLC
Virginia Beach, VA
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
757-490-3500
Full profileNo website
HAVEN FINANCIAL PARTNERS LLC
Virginia Beach, VA
AUM
$7.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
757-219-2644
Full profileNo website
Full profileNo website
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