Fee-OnlyFinder

Advisers in Herndon, VA

5 advisers in Herndon — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)

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Birks Financial Corp.431-A Carlisle Drive · Herndon, VA 20170 · (703) 481-6202 · Financial planningCRD 118623 · % of assets, Hourly charges, Fixed fees · $290.6 million AUMSEC registeredNo commissions reportedDream Financial Planning205 Van Buren St, Suite 120 · Herndon, VA 20170 · (571) 910-1440 · Financial planningCRD 304086 · % of assets, Hourly charges, Fixed fees · $5.2 million AUMState registeredNo commissions reportedHughes Financial Services, LLC2201 Cooperative Way, Suite 150 · Herndon, VA 20171 · (703) 669-3660 · Financial planningCRD 173195 · % of assets · $759.8 million AUMSEC registeredNo commissions reportedNorthwest Financial Advisors LLC200 Spring Street, Suite 120 · Herndon, VA 20170 · (703) 810-1072 · Financial planningCRD 166769 · % of assets, Hourly charges · $1.2 billion AUMSEC registeredNo commissions reportedRr Portfolios, LLC2201 Cooperative Way, Suite 600 · Herndon, VA 20171 · (937) 802-4997 · % of assets managedCRD 288261 · % of assets · $30.5 million AUMState registeredNo commissions reported
Talking to advisers in Herndon? 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.