Fee-OnlyFinder

Advisers in Newport News, VA

5 advisers in Newport News — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)

All advisers

Magnolia Lane Capital, LLC705 Mobjack Place, Suite D · Newport News, VA 23606 · (757) 272-1612 · Financial planningCRD 174638 · % of assets · $11.6 million AUMState registeredNo commissions reportedMason & Associates, LLC2 Bayport Way, Suite 110 · Newport News, VA 23606 · (757) 223-9898 · Financial planningCRD 307206 · % of assets, Hourly charges, Fixed fees · $471.4 million AUMSEC registeredNo commissions reportedMontgomery Capital Management, LLC753-C Thimble Shoals Boulevard · Newport News, VA 23606 · (757) 597-9525 · Hourly feesCRD 126819 · % of assets, Hourly charges · $4.7 million AUMState registeredNo commissions reportedNorseman Advisory Group, INC.11818 Rock Landing Drive, Suite 103 · Newport News, VA 23606 · (757) 223-1559 · Financial planningCRD 143691 · % of assets, Hourly charges, Fixed fees · $60.5 million AUMState registeredNo commissions reportedPathway Financial Planning, INC.780 Pilot House Drive, Suite 100c · Newport News, VA 23606 · (757) 595-4588 · Financial planningCRD 173222 · % of assets, Hourly charges, Other · $28.3 million AUMState registeredNo commissions reported
Talking to advisers in Newport News? 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.