Fee-OnlyFinder

% of assets managed in Midlothian, VA

4 advisers in Midlothian offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

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 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 reported