Fee-OnlyFinder

Financial planning in Richmond, VA

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

All 43

3chopt Investment Partners LLC1801 Libbie Avenue; Suite 106 · Richmond, VA 23226 · (804) 401-1840 · Financial planningCRD 319125 · % of assets · $889.4 million AUMSEC registeredNo commissions reportedAcima Private Wealth LLC1801 Bayberry Court, Suite 301 · Richmond, VA 23226 · (804) 422-8450 · Financial planningCRD 281496 · % of assets, Other · $420.4 million AUMSEC registeredNo commissions reportedAlpha Advisors, LLC3951 Westerre Parkway, Suite 130 · Richmond, VA 23233 · (804) 754-8532 · Financial planningCRD 118107 · % of assets, Fixed fees · $256.1 million AUMSEC registeredNo commissions reportedAlpha Omega Wealth Management, LLC7202 Glen Forest Drive, Suite 300 · Richmond, VA 23226 · (804) 955-1600 · Financial planningCRD 149842 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedAscent Financial Group413 Stuart Circle, Suite 220 · Richmond, VA 23220 · (804) 602-2121 · Financial planningCRD 325706 · % of assets · $100.8 million AUMSEC registeredNo commissions reportedBeale Healy Investment Advisors INC1802 Bayberry Court, Suite 305 · Richmond, VA 23226 · (804) 355-0223 · Financial planningCRD 110969 · % of assets, Hourly charges, Fixed fees · $102.8 million AUMState registeredNo commissions reportedBonwell Capital Management, LLC5700 West Grace Street, Suite 107 · Richmond, VA 23226 · (804) 285-1546 · Financial planningCRD 139236 · % of assets, Hourly charges, Fixed fees · $105.0 million AUMState registeredNo commissions reportedBrockenbrough920 Libbie Ave., Suite 201 · Richmond, VA 23226 · (804) 288-0404 · Financial planningCRD 105142 · % of assets, Fixed fees, Performance-based fees · $5.5 billion AUMSEC registeredNo commissions reportedCampbell Deegan Financial8730 Stony Point Parkway, Suite 100 · Richmond, VA 23235 · (804) 913-1114 · Financial planningCRD 293020 · % of assets, Fixed fees · $745.1 million AUMSEC registeredNo commissions reportedCanal Capital Management, LLC9 South 5th Street · Richmond, VA 23219 · (804) 325-1450 · Financial planningCRD 164971 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reported
Cary Street Partners901 East Byrd Street, Suite 1001 · Richmond, VA 23219 · (804) 340-8100 · Financial planningCRD 128545 · % of assets, Hourly charges, Fixed fees · $10.3 billion AUMSEC registeredNo commissions reportedClearview Financial5000 Monument Avenue, Suite 100 · Richmond, VA 23230 · (804) 869-9541 · Financial planningCRD 282690 · % of assets, Fixed fees · $102.6 million AUMState registeredNo commissions reportedCobblestone Asset Management11449 Robious Road · Richmond, VA 23235 · (804) 272-8272 · Financial planningCRD 326545 · % of assets · $258.9 million AUMSEC registeredNo commissions reportedCommonwealth Retirement Investments LLC9030 Stony Point Parkway, Suite 470 · Richmond, VA 23235 · (804) 282-1238 · Financial planningCRD 285998 · % of assets, Fixed fees · $377.0 million AUMSEC registeredNo commissions reportedCovenant Wealth Advisors8001 Franklin Farms Drive, Rm 208 · Richmond, VA 23229 · (804) 729-5265 · Financial planningCRD 155221 · % of assets, Hourly charges, Fixed fees · $909.6 million AUMSEC registeredNo commissions reportedDp Grow LLC3200 Rockbridge Street, Suite 300 · Richmond, VA 23230 · (804) 352-0881 · Financial planningCRD 308412 · % of assets, Fixed fees · $2.3 million AUMState registeredNo commissions reportedEvoadvisors2917 West Leigh Street · Richmond, VA 23230 · (804) 794-1981 · Financial planningCRD 149615 · Fixed fees · $337.2 million AUMSEC registeredNo commissions reportedFounders Grove Wealth Partners, LLC6802 Paragon Place, Suite 300 · Richmond, VA 23230 · (804) 910-0001 · Financial planningCRD 331352 · % of assets, Fixed fees · $532.3 million AUMSEC registeredNo commissions reportedFuller Wealth Advisors2727 Buford Road, Suite 1b · Richmond, VA 23235 · (804) 977-1122 · Financial planningCRD 158891 · % of assets, Hourly charges, Fixed fees · $84.4 million AUMState registeredNo commissions reportedGodsey & Gibb Wealth Management6806 Paragon Pl, Ste 230 · Richmond, VA 23230 · (804) 285-7333 · Financial planningCRD 105650 · % of assets, Other · $1.6 billion AUMSEC registeredNo commissions reportedHarvest Financial Group, LLC3900 Westerre Parkway, Suite 300 · Richmond, VA 23233 · (804) 788-4100 · Financial planningCRD 149503 · % of assets, Hourly charges, Fixed fees · $78.7 million AUMState registeredNo commissions reportedHeartwood Wealth Advisors, LLC9020 Stony Point Parkway, Suite 325 · Richmond, VA 23235 · (804) 269-8711 · Financial planningCRD 300273 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedHeritage Wealth Advisors919 East Main Street, Suite 950 · Richmond, VA 23219 · (804) 643-4080 · Financial planningCRD 137484 · % of assets, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedHermitage Wealth3761 Westerre Parkway, Suite G · Richmond, VA 23233 · (804) 270-7877 · Financial planningCRD 333235 · % of assets, Hourly charges, Fixed fees · $37.5 million AUMSEC registeredNo commissions reportedJuno Financial Group LLC1802 Bayberry Court, Suite 203 · Richmond, VA 23226 · (804) 500-6464 · Financial planningCRD 336362 · % of assets, Fixed fees · $541.9 million AUMSEC registeredNo commissions reportedKanawha Capital Management, LLC7201 Glen Forest Drive, Suite 200 · Richmond, VA 23226 · (804) 359-3900 · Financial planningCRD 118458 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedMcKay Wealth Management Group LLC2920 W Broad St, Suite 208 · Richmond, VA 23230 · (804) 447-1708 · Financial planningCRD 281578 · % of assets, Hourly charges, Fixed fees · $58.5 million AUMState registeredNo commissions reportedParagon Financial Services3761 Westerre Parkway, Suite H · Richmond, VA 23233 · (804) 673-8888 · Financial planningCRD 164832 · % of assets, Hourly charges, Fixed fees · $383.7 million AUMSEC registeredNo commissions reportedPurpose Driven Wealth Advisors LLC2810 N. Parham Rd,, Suite 260 · Richmond, VA 23294 · (804) 301-4291 · Financial planningCRD 339806 · % of assets, Hourly charges, Other · $5.1 million AUMState registeredNo commissions reportedRock Steady Wealth, INC.3301 Rosedale Ave, Suite D · Richmond, VA 23230 · (804) 683-2565 · Financial planningCRD 226639 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reportedRoseline Capitol Advisors, LLC140 Virginia St., Suite 300 · Richmond, VA 23219 · (804) 545-7440 · Financial planningCRD 137604 · % of assets, Hourly charges, Fixed fees · $67.7 million AUMState registeredNo commissions reportedSalomon and Ludwin1401 Gaskins Road · Richmond, VA 23238 · (804) 592-4999 · Financial planningCRD 292456 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedSima Wealth Partners, LLC1912 E Broad Street · Richmond, VA 23223 · (804) 285-5700 · Financial planningCRD 159943 · % of assets, Hourly charges, Fixed fees · $156.7 million AUMSEC registeredNo commissions reportedSpark Financial Advisors7130 Glen Forest Drive, Suite 110 · Richmond, VA 23226 · (804) 451-1210 · Financial planningCRD 296914 · % of assets, Hourly charges, Fixed fees · $147.1 million AUMSEC registeredNo commissions reportedTaylor Hoffman Capital Management1021 East Cary Street, Suite 2100 · Richmond, VA 23219 · (804) 964-2500 · Financial planningCRD 309329 · % of assets, Hourly charges, Fixed fees · $469.5 million AUMSEC registeredNo commissions reportedThompson Davis Asset Management9030 Stony Point Pkwy, Ste 100 · Richmond, VA 23235 · (804) 644-6380 · Financial planningCRD 41353 · % of assets, Fixed fees, Performance-based fees · $211.3 million AUMSEC registeredNo commissions reportedTone Capital, LLC4120 W. Broad Street · Richmond, VA 23230 · (804) 447-1404 · Financial planningCRD 285622 · % of assets, Hourly charges, Fixed fees · $118.3 million AUMSEC registeredNo commissions reportedVerus Financial Partners9030 Stony Point Parkway, Suite 160 · Richmond, VA 23235 · (804) 592-3465 · Financial planningCRD 106744 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWatch Hill Financial INC7501 Boulder View Drive, Suite 620 · Richmond, VA 23225 · (804) 677-9685 · Financial planningCRD 343646 · % of assets, Hourly charges, Fixed feesSEC registeredNo commissions reportedWealthcare Capital Management LLC2 James Center, 1021 East Cary Street, #702 · Richmond, VA 23219 · (804) 644-4711 · Financial planningCRD 111119 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedWealthcrossing1001 Haxall Point, Suite 705 · Richmond, VA 23219 · (804) 237-1700 · Financial planningCRD 132513 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedWills Financial Group, LLC704 Libbie Avenue · Richmond, VA 23226 · (804) 330-3100 · Financial planningCRD 334431 · % of assets, Hourly charges · $385.7 million AUMSEC registeredNo commissions reportedZ3 Capital Partners1739 Kelly Road · Richmond, VA 23230 · (804) 256-1770 · Financial planningCRD 336791 · % of assets · $466.8 million AUMSEC registeredNo commissions reported