Advisers in Leesburg, VA

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

Financial planning (4)Hourly fees (4)Flat / fixed fees (3)

All advisers

Amj Financial Wealth Management LLC44160 Scholar Plaza, Suite 490 · Leesburg, VA 20176 · (703) 466-0477 · Financial planningCRD 162878 · % of assets, Hourly charges, Fixed fees · $481.8 million AUMSEC registeredNo commissions reported Berg Faircloth Investment Advisors44135 Woodridge Parkway, Suite 200 · Leesburg, VA 20176 · (703) 821-1040 · Financial planningCRD 118673 · % of assets, Hourly charges · $41.0 million AUMState registeredNo commissions reported Rathnam Capital, LLC50 Catoctin Circle Ne, Suite 101 · Leesburg, VA 20176 · (703) 245-6662 · Financial planningCRD 154226 · % of assets, Hourly charges, Fixed fees · $81.1 million AUMState registeredNo commissions reported Steigerwald, Gordon & Koch - Wealth Advisors893-A Harrison Street, S.e. · Leesburg, VA 20175 · (703) 777-8826 · Financial planningCRD 111685 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Toth Financial Advisory Corp608 South King Street, Suite 300 · Leesburg, VA 20175 · (703) 443-8684 · % of assets managedCRD 104952 · % of assets, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reported

Talking to advisers in Leesburg? 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.