Fee-OnlyFinder

Advisers in Middleburg, VA

4 advisers in Middleburg — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

Akre Capital Management, LLC2 West Marshall Street · Middleburg, VA 20117 · (540) 687-8923 · % of assets managedCRD 109242 · % of assets, Performance-based fees · $11.8 billion AUMSEC registeredNo commissions reportedDudley Capital Management LLC115 the Plains Road, Suite 250 · Middleburg, VA 20117 · (540) 687-4600 · Financial planningCRD 282958 · % of assets, Hourly charges, Fixed fees · $291.7 million AUMSEC registeredNo commissions reportedThe Hoerner Planning Group, LLC210 East Federal Street · Middleburg, VA 20117 · (540) 687-5090 · Financial planningCRD 139464 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedWiseman & Associates Wealth Management115 the Plains Road, Suite 100 · Middleburg, VA 20117 · (540) 687-7077 · Financial planningCRD 169677 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reported
Talking to advisers in Middleburg? 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.