Fee-OnlyFinder

Advisers in Charlottesville, VA

19 advisers in Charlottesville — 19 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (6)Flat / fixed fees (7)

All advisers

A. N. Culbertson & Company, INC.One Boars Head Pointe, Suite 101 · Charlottesville, VA 22903 · (434) 972-7766 · Financial planningCRD 108341 · % of assets · $817.8 million AUMSEC registeredNo commissions reportedAria Wealth Partners505 Faulconer Drive, Suite 2a · Charlottesville, VA 22903 · (434) 338-6840 · Financial planningCRD 334270 · % of assets, Fixed fees · $112.3 million AUMSEC registeredNo commissions reportedBroadpark Advisors, LLC2119 Berkmar Dr, Ste C · Charlottesville, VA 22901 · (914) 666-0010 · Financial planningCRD 282929 · % of assets, Hourly charges, Fixed fees · $11.6 million AUMState registeredNo commissions reportedChase Investment Counsel Corporation350 Old Ivy Way, Suite 100 · Charlottesville, VA 22903 · (434) 293-9104 · Financial planningCRD 104648 · % of assets, Hourly charges, Other · $509.8 million AUMSEC registeredNo commissions reportedClio Asset Management LLC1 Boars Head Lane, Suite C-4 · Charlottesville, VA 22903 · (434) 329-7463 · Financial planningCRD 298041 · % of assets · $127.8 million AUMSEC registeredNo commissions reportedEmergent Financial Services, LLC.310 Old Ivy Way Ste 302, Suite 302 · Charlottesville, VA 22903 · (434) 260-1690 · Financial planningCRD 288434 · % of assets, Fixed fees · $195.2 million AUMSEC registeredNo commissions reportedFields Gottscho Capital Management LLC1010 Ednam Center, Suite 211 · Charlottesville, VA 22903 · (800) 628-3812 · Hourly feesCRD 136069 · % of assets, Hourly charges · $333.0 million AUMSEC registeredNo commissions reportedInvesture, LLC240 W Main Street, Suite 500 · Charlottesville, VA 22902 · (434) 220-0280 · % of assets managedCRD 130099 · % of assets, Performance-based fees · $38.5 billion AUMSEC registeredNo commissions reportedKamke Investment Strategies INC.2119 Berkmar Drive, Suite C · Charlottesville, VA 22901 · (434) 566-0474 · % of assets managedCRD 121713 · % of assets · $80.1 million AUMState registeredNo commissions reportedMarotta Wealth Management, INC.1000 Ednam Center, Suite 200 · Charlottesville, VA 22903 · (434) 244-0000 · Financial planningCRD 115645 · % of assets, Hourly charges, Fixed fees · $686.0 million AUMSEC registeredNo commissions reported
Masonry Capital Management, LLC404 People Place, 4th Floor · Charlottesville, VA 22911 · (434) 202-3554 · % of assets managedCRD 292664 · % of assets, Performance-based fees · $370.5 million AUMSEC registeredNo commissions reportedMorris & Wells Wealth Management230 Court Square, Ste 102 · Charlottesville, VA 22902 · (434) 977-7010 · Financial planningCRD 162411 · % of assets · $987.9 million AUMSEC registeredNo commissions reportedRanger Global Holdings LLC212 5th Street Ne · Charlottesville, VA 22902 · (434) 770-7001 · % of assets managedCRD 286378 · % of assets · $63.2 million AUMState registeredNo commissions reportedRede Wealth, LLC600 Peter Jefferson Parkway, Suite 250 · Charlottesville, VA 22911 · (434) 974-3500 · Financial planningCRD 173346 · % of assets, Fixed fees · $346.1 million AUMSEC registeredNo commissions reportedRound Oak Capital LLC969 2nd St Se · Charlottesville, VA 22902 · (434) 295-2000 · Hourly feesCRD 139916 · % of assets, Hourly charges · $23.9 million AUMState registeredNo commissions reportedSelby Lane Capital, LLC205 2nd Street Sw, Suite 2 · Charlottesville, VA 22902 · (650) 463-9511 · Flat / fixed feesCRD 325345 · % of assets, Fixed fees, Performance-based fees · $505.4 million AUMSEC registeredNo commissions reportedSolitude Financial Services, INC.236 East High Street · Charlottesville, VA 22902 · (434) 218-2201 · Financial planningCRD 150348 · % of assets, Hourly charges · $363.5 million AUMSEC registeredNo commissions reportedSturman Wealth Advisors404 People Place, Suite 404 · Charlottesville, VA 22911 · (434) 201-2255 · Financial planningCRD 331560 · % of assets, Fixed fees · $116.4 million AUMSEC registeredNo commissions reportedSwift Run Capital Management310 4th Street Ne Suite 102 · Charlottesville, VA 22902 · (434) 326-6968 · % of assets managedCRD 159345 · % of assets, Performance-based fees · $88.1 million AUMState registeredNo commissions reported
Talking to advisers in Charlottesville? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.