Fee-OnlyFinder

% of assets managed in Vienna, VA

13 advisers in Vienna offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 13

3summit Investment Management, LLC8245 Boone Blvd., Suite 590 · Vienna, VA 22182 · (571) 565-2161 · Financial planningCRD 284434 · % of assets, Hourly charges · $28.2 million AUMState registeredNo commissions reportedAllegiance Financial Group374 Maple Avenue East, Suite 204 · Vienna, VA 22180 · (703) 242-7900 · Financial planningCRD 313110 · % of assets, Hourly charges, Fixed fees · $675.0 million AUMSEC registeredNo commissions reportedAurora Pointe Capital Management, LLC1934 Old Gallows Road, Suite 350 · Vienna, VA 22182 · (571) 260-0483 · Financial planningCRD 318928 · % of assets, Fixed fees · $72.2 million AUMState registeredNo commissions reportedCapitol Private Wealth Group LLC8150 Leesburg Pike, Suite 630 · Vienna, VA 22182 · (703) 226-0008 · Financial planningCRD 283257 · % of assets, Hourly charges, Fixed fees · $562.1 million AUMSEC registeredNo commissions reportedConnor Capital Management, LLC8300 Boone Blvd., Suite 500 · Vienna, VA 22182 · (703) 714-6692 · Financial planningCRD 155893 · % of assets, Hourly charges, Fixed fees · $46.8 million AUMState registeredNo commissions reportedGlassman Wealth Services, LLC8000 Towers Crescent Drive, Suite 1450 · Vienna, VA 22182 · (703) 534-4444 · Financial planningCRD 151478 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedKirk Capital Advisors LLC8229 Boone Blvd, Suite 300 · Vienna, VA 22182 · (888) 340-5475 · Financial planningCRD 312401 · % of assets, Hourly charges · $204.9 million AUMSEC registeredNo commissions reportedMitco Asset Management124 Park Street Se, Suite 201 · Vienna, VA 22180 · (703) 304-6725 · % of assets managedCRD 116123 · % of assets, Performance-based fees · $98.5 million AUMState registeredNo commissions reportedNavy Federal Investment Services, LLC1007 Electric Ave · Vienna, VA 22180 · (703) 206-1517 · Financial planningCRD 138459 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedRembert Pendleton Jackson1945 Old Gallows Road, Suite 750 · Vienna, VA 22182 · (703) 821-6655 · Financial planningCRD 306510 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reported
Sovereign2740 Chain Bridge Road, Suite 1 · Vienna, VA 22181 · (703) 713-2954 · Financial planningCRD 314859 · % of assets, Hourly charges · $70.7 million AUMState registeredNo commissions reportedTempler Wealth Management, LLC8000 Towers Crescent Dr., Suite 1350 · Vienna, VA 22182 · (703) 927-4126 · Financial planningCRD 305972 · % of assets, Hourly charges, Fixed fees · $102.9 million AUMSEC registeredNo commissions reportedYeske Buie INC.301 Maple Avenue West, Suite 600 · Vienna, VA 22180 · (800) 772-1887 · Financial planningCRD 143234 · % of assets · $1.1 billion AUMSEC registeredNo commissions reported