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Financial planning in Charlottesville, VA

11 advisers in Charlottesville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

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 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 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 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 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 reported