Fee-OnlyFinder

Advisers in Williamsburg, VA

6 advisers in Williamsburg — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)

All advisers

Bay Rivers Group Wealth Partners5107 Center Street B1 · Williamsburg, VA 23188 · (757) 259-2450 · Financial planningCRD 290095 · % of assets, Hourly charges, Fixed fees · $326.2 million AUMSEC registeredNo commissions reportedCapitol Landing Wealth1769 Jamestown Rd Ste 302 · Williamsburg, VA 23185 · (757) 427-4000 · Financial planningCRD 335770 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedDominguez Wealth Management Solutions, INC.304 Bulifants Boulevard, Suite 101 · Williamsburg, VA 23188 · (757) 645-9252 · Financial planningCRD 173083 · % of assets, Hourly charges, Fixed fees · $213.1 million AUMSEC registeredNo commissions reportedHistor Investing, LLC430 McLaws Circle, Suite 100 · Williamsburg, VA 23185 · (757) 808-5153 · Financial planningCRD 156866 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedJoss Brown Wealth Advisors1321 Jamestown Road, Suite 201 · Williamsburg, VA 23185 · (757) 903-2127 · Financial planningCRD 324719 · % of assets, Hourly charges, Fixed fees · $162.4 million AUMSEC registeredNo commissions reportedTenzing Financial LLC1215 Mt Vernon Ave, Suite C · Williamsburg, VA 23185 · (757) 703-0030 · Financial planningCRD 335259 · % of assets, Fixed fees · $231.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Williamsburg? 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.