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Financial planning in Roanoke, VA

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

All 11

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 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 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