Fee-OnlyFinder

Advisers in Norfolk, VA

11 advisers in Norfolk — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (6)

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Brown Advisory101 W. Main Street, Suite 700 · Norfolk, VA 23510 · (757) 625-7670 · Flat / fixed feesCRD 106375 · % of assets, Fixed fees, Performance-based fees · $7.6 billion AUMSEC registeredNo commissions reportedCourage Korving Miller Partners, LLCWorld Trade Center, 101 W. Main Street, Suite 720 · Norfolk, VA 23510 · (757) 390-3100 · Financial planningCRD 318067 · % of assets, Hourly charges, Fixed fees · $44.2 million AUMState registeredNo commissions reportedCourage Miller Partners, LLCWorld Trade Center, 101 W. Main Street, Suite 720 · Norfolk, VA 23510 · (757) 390-3100 · Financial planningCRD 147360 · % of assets, Hourly charges, Fixed fees · $480.7 million AUMSEC registeredNo commissions reportedDominion Capital Wealth Advisors309 W Bute St · Norfolk, VA 23510 · (757) 961-0067 · Financial planningCRD 174030 · % of assets, Hourly charges, Fixed fees · $64.8 million AUMState registeredNo commissions reportedHeritage Wealth Management Group, LTD733 Boush Street, Suite 100 · Norfolk, VA 23510 · (757) 321-3725 · Financial planningCRD 148459 · % of assets, Fixed fees · $152.2 million AUMSEC registeredNo commissions reportedJye Wealth Advisors, LLC900 Granby St, Suite 132 · Norfolk, VA 23510 · (757) 540-8850 · Financial planningCRD 327786 · % of assets, Fixed fees · $80,000 AUMState registeredNo commissions reportedSandpiper Capital, LLC999 Waterside Dr, #2600 · Norfolk, VA 23510 · (757) 679-9781 · % of assets managedCRD 148542 · % of assets · $20.2 million AUMState registeredNo commissions reportedTyton Wealth1035 W 25th St, Suite B2 · Norfolk, VA 23517 · (307) 655-1757 · % of assets managedCRD 329211 · % of assets · $28.5 million AUMState registeredNo commissions reportedVirginia Global Asset Management, LLC409 Yarmouth Street · Norfolk, VA 23510 · (757) 962-7976 · Financial planningCRD 289012 · % of assets, Hourly charges · $26.3 million AUMState registeredNo commissions reportedWealthway Financial Advisors440 Monticello Ave, Suite 1620 · Norfolk, VA 23510 · (757) 456-2200 · Financial planningCRD 108824 · % of assets · $245.6 million AUMSEC registeredNo commissions reportedZak Investment Management Company, LLC207 Granby Street, Suite 301 · Norfolk, VA 23510 · (757) 227-5600 · % of assets managedCRD 143889 · % of assets, Performance-based fees · $50.5 million AUMState registeredNo commissions reported
Talking to advisers in Norfolk? 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.