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Financial planning in Middleburg, VA

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

All 3

Dudley 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