Fee-OnlyFinder

Advisers in Salem, VA

2 advisers in Salem — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Partners in Financial Planning, LLC421 South College Avenue · Salem, VA 24153 · (540) 444-2930 · Financial planningCRD 151980 · % of assets, Hourly charges, Fixed fees · $913.6 million AUMSEC registeredNo commissions reportedVested Partners: a Multi-Family Office300 E. 2nd Street · Salem, VA 24153 · (540) 389-6060 · Financial planningCRD 281862 · % of assets, Hourly charges, Fixed fees · $95.0 million AUMState registeredNo commissions reported
Talking to advisers in Salem? 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.