THE ASCENT GROUP, LLC
Virginia Beach, VA
AUM
$4.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
757-499-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA, VIRGINIA BEACH
25 advisers found
FINANCIAL SECURITY ADVISORY INC
Virginia Beach, VA
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
43 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
757-431-1414
GRATUS WEALTH ADVISORS LLC
Virginia Beach, VA
AUM
$822.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
757-909-5500
COMPTON WEALTH ADVISORY GROUP, LLC
Virginia Beach, VA
AUM
$800.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
757-351-0741
BEACON HARBOR WEALTH ADVISORS
Virginia Beach, VA
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
757-644-4545
BELLARS HARRIS WEALTH MANAGEMENT
Virginia Beach, VA
AUM
$505.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-704-4200
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Virginia Beach, VA
AUM
$393.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-963-1823
SPECTRUM FINANCIAL INC
Virginia Beach, VA
AUM
$236.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; SERVICE FEE/SUB ADVISORY FEE
757-463-7600
ALTURA WEALTH ADVISORS
Virginia Beach, VA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(757) 834-7606
BAY CAPITAL ADVISORS, LLC
Virginia Beach, VA
AUM
$228.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
757-816-0967
WEALTHTRAK ADVISORS
Virginia Beach, VA
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(757) 523-1250
JJSA ADVISORS, LTD.
Virginia Beach, VA
AUM
$154.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
757-473-0004
OCTOBER EFFECT LTD.
Virginia Beach, VA
AUM
$138.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
757-390-3341
FOREFRONT ASSET MANAGEMENT, LLC
Virginia Beach, VA
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
757-222-1880
HENDERSON FINANCIAL GROUP LLC
Virginia Beach, VA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
757-314-4638
APFORIA
Virginia Beach, VA
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(833) 780-2487
STAGES PLANNING GROUP, LLC
Virginia Beach, VA
AUM
$92.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
717-430-8914
NAUTILUS FINANCIAL GROUP, INC.
Virginia Beach, VA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
757-340-7006
EDGEWATER ASSET MANAGEMENT
Virginia Beach, VA
AUM
$42.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-363-7696
MARTELLO RETIREMENT AND WEALTH, LLC
Virginia Beach, VA
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
757-664-9400
PEACELINK FINANCIAL PLANNING
Virginia Beach, VA
AUM
$28.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
757-279-5015
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
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