Fee-OnlyFinder

Advisers in Lynchburg, VA

10 advisers in Lynchburg — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (5)Flat / fixed fees (6)Retirement plan consulting (3)

All advisers

Advanta Wealth Management828 Main St, Suite 1803 · Lynchburg, VA 24504 · (434) 255-0255 · Financial planningCRD 326877 · % of assets, Fixed fees · $63.8 million AUMState registeredNo commissions reportedArrow Wealth Advisors828 Main St, FL 11, Ste 1101 · Lynchburg, VA 24504 · (210) 541-9967 · Financial planningCRD 290853 · % of assets, Hourly charges, Fixed fees · $121.2 million AUMSEC registeredNo commissions reportedBrown Edwards Wealth Strategies828 Main Street, Suite 1401 · Lynchburg, VA 24504 · (434) 948-9000 · % of assets managedCRD 173559 · % of assets · $403.3 million AUMSEC registeredNo commissions reportedCharmarline Wealth Management3831 Old Forest Rd, Suite 6 · Lynchburg, VA 24501 · (434) 455-3036 · Financial planningCRD 336719 · % of assets · $118.8 million AUMSEC registeredNo commissions reportedLegacy Wealth Management Group, INC.1971 English Tavern Road · Lynchburg, VA 24501 · (434) 266-1214 · Financial planningCRD 322235 · % of assets, Hourly charges, Fixed fees · $289.8 million AUMSEC registeredNo commissions reportedLynchburg Wealth Management1511 Enterprise Drive, Second Floor · Lynchburg, VA 24502 · (434) 515-0380 · Financial planningCRD 284344 · % of assets, Hourly charges, Fixed fees · $77.8 million AUMState registeredNo commissions reportedMontvue Capital Management, INC.900 Main Street · Lynchburg, VA 24504 · (434) 455-2795 · Financial planningCRD 116807 · % of assets, Fixed fees · $357.2 million AUMSEC registeredNo commissions reportedPettyjohn, Wood & White, INC.1925 Atherholt Road · Lynchburg, VA 24501 · (434) 845-1266 · % of assets managedCRD 106403 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedServus Capital Management1922 Graves Mill Road · Lynchburg, VA 24502 · (434) 316-0246 · Financial planningCRD 150195 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedWood Creek Capital Advisors, LLC101 Duncraig Dr., Unit 106 · Lynchburg, VA 24502 · (434) 665-3332 · Financial planningCRD 309461 · % of assets, Hourly charges · $55.1 million AUMState registeredNo commissions reported
Talking to advisers in Lynchburg? 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.