Fee-OnlyFinder

Advisers in Roanoke, VA

13 advisers in Roanoke — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (9)Flat / fixed fees (9)Retirement plan consulting (6)

All advisers

360 Wealth Consultants, LLC1017 2nd St Sw · Roanoke, VA 24016 · (540) 562-0123 · Financial planningCRD 310154 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reportedAmerican Financial Planning, INC.541 Luck Avenue Sw, Suite 304 · Roanoke, VA 24016 · (540) 904-1670 · Financial planningCRD 142588 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedBeacon Wealth Consultants, INC.302 Washington Ave. Sw · Roanoke, VA 24016 · (540) 345-3891 · Financial planningCRD 154939 · % of assets, Hourly charges, Fixed fees · $278.3 million AUMSEC registeredNo commissions reportedGuelich Capital Management, LLC1401 Franklin Road, Sw · Roanoke, VA 24016 · (540) 772-4545 · Financial planningCRD 140505 · % of assets, Hourly charges, Fixed fees · $109.2 million AUMState registeredNo commissions reportedInvestment Management Corporation1940 Electric Rd · Roanoke, VA 24018 · (540) 774-8899 · % of assets managedCRD 107246 · % of assets · $191.2 million AUMSEC registeredNo commissions reportedMonsour Advisory Services, INC.2762 Electric Road, Suite B · Roanoke, VA 24018 · (540) 989-6578 · Financial planningCRD 134333 · % of assets, Hourly charges, Fixed fees · $98.8 million AUMState registeredNo commissions reportedOg Advisory Group, LLC103 Kirk Avenue Se · Roanoke, VA 24011 · (540) 384-0422 · Financial planningCRD 326855 · % of assets, Fixed fees, Other · $13.9 million AUMState registeredNo commissions reportedPeakvalley Wealth, LLC2762 Electric Road, Suite C · Roanoke, VA 24018 · (540) 904-7969 · Financial planningCRD 165542 · % of assets, Hourly charges · $130.3 million AUMSEC registeredNo commissions reportedPersonal Financial Planning INC.3536 Brambleton Ave, Suite 8a · Roanoke, VA 24018 · (540) 774-8700 · Financial planningCRD 118589 · % of assets, Hourly charges, Fixed fees · $19.5 million AUMState registeredNo commissions reportedTaylor Financial Group, INC.3102 Brambleton Avenue., Sw · Roanoke, VA 24018 · (540) 774-7971 · Financial planningCRD 116744 · % of assets, Fixed fees · $410.0 million AUMSEC registeredNo commissions reported
Valley Investors Corporation451 McClanahan St., Suite 300 · Roanoke, VA 24014 · (540) 342-5098 · % of assets managedCRD 117306 · % of assets · $3.4 million AUMState registeredNo commissions reportedVip Planners, INC.1502 Franklin Road, Sw · Roanoke, VA 24016 · (540) 342-1895 · Financial planningCRD 111946 · % of assets, Hourly charges, Fixed fees · $126.2 million AUMSEC registeredNo commissions reportedWaynefirebaugh, INC.111 Campbell Avenue, Sw, Suite 1b · Roanoke, VA 24011 · (540) 366-5800 · Financial planningCRD 138731 · % of assets, Hourly charges, Other · $90.0 million AUMState registeredNo commissions reported
Talking to advisers in Roanoke? 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.