AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
540-389-6060
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in VA
166 advisers found
WAYNEFIREBAUGH, INC.
Roanoke, VA
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
540-366-5800
POTOMAC WEALTH MANAGEMENT LLC
Great Falls, VA
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(202) 236 9667
FULLER WEALTH ADVISORS
Richmond, VA
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-977-1122
CULTIVATE FINANCIAL PLANNING
Radford, VA
AUM
$83.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Fixed fees
540-505-0095
H. L. LICHSTRAHL & COMPANY, LLC
Arlington, VA
AUM
$82.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
703-934-4777
HUNTER MICHAEL INVESTMENT ADVISORS INC
Richmond, VA
AUM
$81.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-378-7640
VIRGINIA INVESTMENT ADVISORY, INC.
Henrico, VA
AUM
$80.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-359-5195
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
DOMINION CAPITAL WEALTH ADVISORS
Norfolk, VA
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-961-0067
FINANCIAL SOLUTIONS
Onancock, VA
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-699-1968
REVOLUTION WEALTH, LLC
Chantilly, VA
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(703) 321-0150
MCKAY WEALTH MANAGEMENT GROUP LLC
Richmond, VA
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
804-447-1708
BULL RUN INVESTMENT MANAGEMENT LLC
Mclean, VA
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(703) 344-6844
MOUNTAIN VIEW WEALTH MANAGEMENT LLC
Arlington, VA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(540) 219-8462
WELCOME HOME WEALTH ADVISORS LLC
North Chesterfield, VA
AUM
$50.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
(804) 897-4844
COURAGE KORVING MILLER PARTNERS, LLC
Norfolk, VA
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
757-390-3100
BERG FAIRCLOTH INVESTMENT ADVISORS
Leesburg, VA
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(703) 821-1040
HERMITAGE WEALTH
Richmond, VA
AUM
$37.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
804-270-7877
SERVUS CAPITAL MANAGEMENT
Lynchburg, VA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
434-316-0246
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
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
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
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