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Financial planning in Virginia Beach, VA

23 advisers in Virginia Beach offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 23

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 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 reportedForefront 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 reported
Gratus 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 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