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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
C4M GLOBAL ADVISORS LLC
Arlington, VA
AUM
$16.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
888-336-8402
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
DEAFINVEST
Tysons, VA
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-559-5509
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
WELL-PLANNED FINANCIAL LLC
Staunton, VA
AUM
$13.5M
Financial PlanningWealth MgmtRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
540-302-5252
BROADPARK ADVISORS, LLC
Charlottesville, VA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
914-666-0010
MAGNOLIA LANE CAPITAL, LLC
Newport News, VA
AUM
$11.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
757-272-1612
BENJAMINS MONEY
Mclean, VA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOFTWARE & FINANCIAL PLANNING FEES RETAINER FEES
(240) 395-4455
AMERICAN EXECUTIVE ADVISORS, LLC
Alexandria, VA
AUM
$8.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-769-1202
RULE72 FINANCIAL
Potomac Falls, VA
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
571-517-1246
NEXUS WEALTH MANAGEMENT, LLC
Chesapeake, VA
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-777-3980
GUIDANCE INVESTMENTS, LLC
Reston, VA
AUM
$5.7M
Team
2 advisors
Clients
—
Fees
Performance-based fees
703.885.0824
ROCK STEADY WEALTH, INC.
Richmond, VA
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-683-2565
DREAM FINANCIAL PLANNING
Herndon, VA
AUM
$5.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(571) 910-1440
FRY'S PATH CAPITAL, LLC
Charlottesville, VA
AUM
$5.1M
Team
2 advisors
Clients
0
Fees
Fixed fees; Performance-based fees
434-227-4489
MONTGOMERY CAPITAL MANAGEMENT, LLC
Newport News, VA
AUM
$4.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
757-597-9525
PLANDEAVOR
Arlington, VA
AUM
$2.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-599-2331