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Advisers in Virginia Beach, VA

25 advisers in Virginia Beach — 25 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (23)Hourly fees (17)Flat / fixed fees (22)% of assets managed (24)Retirement plan consulting (10)

All advisers

Alperin Financial Solutions, LLC484 Viking Drive, Suite 200 · Virginia Beach, VA 23452 · (757) 490-3500 · Financial planningCRD 325714 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedAltura Wealth Advisors4669 South Blvd, Ste 105 · Virginia Beach, VA 23452 · (757) 834-7606 · Financial planningCRD 337998 · % of assets, Fixed fees · $234.9 million AUMSEC registeredNo commissions reportedApforia240 Mustang Trail, Ste 10 · Virginia Beach, VA 23452 · (757) 752-8055 · Financial planningCRD 327176 · % of assets, Hourly charges, Fixed fees · $101.9 million AUMSEC registeredNo commissions reportedBay Capital Advisors, LLC582 Lynnhaven Parkway, Suite 302 · Virginia Beach, VA 23452 · (757) 816-0967 · Financial planningCRD 140796 · % of assets, Hourly charges, Fixed fees · $228.3 million AUMSEC registeredNo commissions reportedBeacon Harbor Wealth Advisors440 Viking Drive, Suite 200 · Virginia Beach, VA 23452 · (757) 644-4545 · Financial planningCRD 300243 · % of assets, Hourly charges, Fixed fees · $608.3 million AUMSEC registeredNo commissions reportedBellars Harris Wealth Management4429 Bonney Rd., Suite 530 · Virginia Beach, VA 23462 · (757) 704-4200 · Financial planningCRD 338986 · % of assets, Fixed fees · $505.4 million AUMSEC registeredNo commissions reportedCompton Wealth Advisory Group, LLC1 Columbus Center, 283 Constitution Drive, Suite 100 · Virginia Beach, VA 23462 · (757) 351-0741 · Financial planningCRD 281732 · % of assets, Hourly charges, Fixed fees · $800.3 million AUMSEC registeredNo commissions reportedCook Financial Designs, INC.1060 Laskin Road, Suite 25b · Virginia Beach, VA 23451 · (757) 498-4810 · Financial planningCRD 115241 · Fixed fees · $172.4 million AUMSEC registeredNo commissions reportedEdgewater Asset Management5244 Shenstone Circle, Suite 200 · Virginia Beach, VA 23455 · (757) 363-7696 · Flat / fixed feesCRD 116948 · % of assets, Fixed fees · $42.2 million AUMState registeredNo commissions reportedFinancial Security Advisory INC477 Viking Drive, Suite 305 · Virginia Beach, VA 23452 · (757) 431-1414 · Financial planningCRD 110746 · % of assets, Hourly charges · $1.9 billion AUMSEC registeredNo commissions reported
Forefront Asset Management, LLC1209 Independence Boulevard, Suite 106 · Virginia Beach, VA 23455 · (757) 222-1880 · Financial planningCRD 281118 · % of assets, Hourly charges, Fixed fees · $136.9 million AUMSEC registeredNo commissions reportedGratus Wealth Advisors LLC192 Ballard CT, Ste 101 · Virginia Beach, VA 23462 · (757) 909-5500 · Financial planningCRD 328641 · % of assets, Hourly charges, Fixed fees · $822.2 million AUMSEC registeredNo commissions reportedHaven Financial Partners LLC249 Central Park Avenue, Suite 300-252 · Virginia Beach, VA 23462 · (757) 219-2644 · Financial planningCRD 336748 · % of assets, Fixed fees · $7.6 million AUMState registeredNo commissions reportedJjsa Advisors, LTD.4456 Corporation Lane, Suite 112 · Virginia Beach, VA 23462 · (757) 473-0004 · Financial planningCRD 116460 · % of assets, Fixed fees · $154.3 million AUMSEC registeredNo commissions reportedMartello Retirement and Wealth, LLC200 Bendix Rd, Suite 170 · Virginia Beach, VA 23454 · (757) 664-9400 · Financial planningCRD 287730 · % of assets, Hourly charges, Fixed fees · $34.4 million AUMState registeredNo commissions reportedNautilus Financial Group, INC.468 S. Independence Blvd., Suite B-122 · Virginia Beach, VA 23452 · (757) 340-7006 · Financial planningCRD 157164 · % of assets, Hourly charges · $65.7 million AUMState registeredNo commissions reportedOctober Effect LTD.One Columbus Center, Suite 651a · Virginia Beach, VA 23462 · (757) 390-3341 · Financial planningCRD 281369 · % of assets, Hourly charges, Fixed fees · $145.6 million AUMSEC registeredNo commissions reportedPeacelink Financial Planning1213 Laskin Rd, Suite 107 · Virginia Beach, VA 23451 · (757) 279-5015 · Financial planningCRD 315129 · % of assets, Hourly charges, Fixed fees · $28.1 million AUMState registeredNo commissions reportedSpectrum Financial INC272 Bendix Road, Ste 600 · Virginia Beach, VA 23452 · (757) 463-7600 · % of assets managedCRD 105618 · % of assets, Other · $236.5 million AUMSEC registeredNo commissions reportedStages Planning Group, LLC249 Central Park Avenue, #300-23 · Virginia Beach, VA 23452 · (717) 430-8914 · Financial planningCRD 172232 · % of assets, Hourly charges, Fixed fees · $92.9 million AUMState registeredNo commissions reportedThe Ascent Group, LLC192 Ballard Court, Suite 400 · Virginia Beach, VA 23462 · (757) 499-8300 · Financial planningCRD 314424 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedToner Asset Management Group, INC.303 34th Street, Suite 4 · Virginia Beach, VA 23451 · (757) 425-1977 · Financial planningCRD 120640 · % of assets, Fixed fees · $66.3 million AUMState registeredNo commissions reportedVirginia Wealth Management Group, INC.4460 Corporation Lane, Suite 180 · Virginia Beach, VA 23462 · (757) 963-1823 · Financial planningCRD 311248 · % of assets, Hourly charges, Fixed fees · $393.8 million AUMSEC registeredNo commissions reportedWealthix Capital2101 Parks Ave., #803 · Virginia Beach, VA 23451 · (757) 204-5727 · Financial planningCRD 308473 · % of assets, Hourly charges, Fixed fees · $22.0 million AUMState registeredNo commissions reportedWealthtrak Advisors272 Bendix Road, Suite 130 · Virginia Beach, VA 23452 · (757) 523-1250 · Financial planningCRD 160057 · % of assets, Hourly charges, Fixed fees · $214.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Virginia Beach? 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.