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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
VIRGINIA GLOBAL ASSET MANAGEMENT, LLC
Norfolk, VA
AUM
$26.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
757-962-7976
B&L WEALTH GROUP, LLC
Mclean, VA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
703-381-2991
KINGDOM CAPITAL ADVISORS, LLC
Fairfax, VA
AUM
$25.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
804-678-8369
BALLARDSVILLE INVESTMENT ADVISORS
Charles City, VA
AUM
$25.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
7578760402
ARDENT WEALTH ADVISORY, LLC
Midlothian, VA
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
804-405-3819
ROUND OAK CAPITAL LLC
Charlottesville, VA
AUM
$23.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
434-295-2000
J. B. BRYAN FINANCIAL GROUP, INC.
Richmond, VA
AUM
$22.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
804-780-1025
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
NEAT FINANCIAL PLANNING
Falls Church, VA
AUM
$21.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 468-1810
YES LIFE FINANCIAL
Glen Allen, VA
AUM
$21.1M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
804-869-5861
OAKTON FINANCIAL, LLC
Reston, VA
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
(703) 871-5014
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
STOCK PLAN ADVISORY GROUP LLC
Alexandria, VA
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
202-680-3393
ICONIC WEALTH MANAGEMENT
Alexandria, VA
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-891-9518
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
Fairfax, VA
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-250-6060
THE RETIREMENT SMITH LLC
Fredericksburg, VA
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(540) 371-9777
TWIN RIVERS ADVISORS, LLC
Blackstone, VA
AUM
$17.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(434) 264-3006
UPWARD FINANCIAL PLANNING
Vinton, VA
AUM
$17.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
5409155931
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
BOELTE O'HARA WEALTH MANAGEMENT
Clarksville, VA
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(434) 374-2928
CORETEGIC CAPITAL, LLC
Arlington, VA
AUM
$16.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(703) 261-9449
WINSTON PAUL CAPITAL MANAGEMENT, INC.
Tysons Corner, VA
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-570-9700
DIFFERENT INVESTMENTS, LLC
Ashburn, VA
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
877-934-3337