Fee-OnlyFinder

Advisers in Midlothian, VA

6 advisers in Midlothian — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (5)Flat / fixed fees (5)% of assets managed (4)

All advisers

Ardent Wealth Advisory, LLC3518 Fox Hurst Drive · Midlothian, VA 23113 · (804) 405-3819 · Financial planningCRD 284507 · % of assets · $24.3 million AUMState registeredNo commissions reportedBowen Financial Services, LLC2840 Polo Pkwy · Midlothian, VA 23113 · (804) 897-2850 · Financial planningCRD 116714 · % of assets, Hourly charges, Fixed fees · $191.0 million AUMSEC registeredNo commissions reportedColonial River Wealth Management LLC340 Browns Hill Court · Midlothian, VA 23114 · (804) 335-1200 · Financial planningCRD 284839 · % of assets, Hourly charges, Fixed fees · $464.4 million AUMSEC registeredNo commissions reportedHussmen Financial14321 Winter Breeze Dr, Suite 184 · Midlothian, VA 23113 · (804) 409-5819 · Financial planningCRD 148127 · Hourly charges, Fixed fees · $43.8 million AUMState registeredNo commissions reportedJames River Asset Management, LLC15521 Midlothian Tnpk., Suite 100 · Midlothian, VA 23113 · (804) 323-0517 · Financial planningCRD 117917 · % of assets, Hourly charges, Fixed fees · $273.8 million AUMSEC registeredNo commissions reportedJust a Conversation, LLC13424 Tipple Point Road · Midlothian, VA 23114 · (804) 790-9486 · Hourly feesCRD 339268 · Hourly charges, Fixed feesState registeredNo commissions reported
Talking to advisers in Midlothian? 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.