Financial Advisors in Virginia

Browse 338 financial advisors in Virginia — page 5 of 8.

meridian financial partners llc

warrenton, VA

(540)-878-5416
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merlin ventures

mclean, VA

703-752-2928
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midatlantic capital management, inc.

richmond, VA

804-272-9200
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mjl capital llc

alexandria, VA

4108007188
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momentus manager llc

arlington, VA

703-647-2300
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montvue capital management, inc.

lynchburg, VA

434-455-2795
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monument wealth management

alexandria, VA

703-504-9600
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mooring financial corporation

ashburn, VA

703-917-0707
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morris & wells wealth management

charlottesville, VA

434-977-7010
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motley fool asset management

alexandria, VA

703-302-1100
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motley fool ventures

alexandria, VA

703-838-3665
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motley fool wealth management, llc

alexandria, VA

844-408-4390
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mwa investments, llc

white stone, VA

804-761-1969
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nasdaq dorsey wright

richmond, VA

804-320-8511
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navimed capital advisors, llc

rosslyn, VA

(202) 817-2850
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navy federal investment services, llc

vienna, VA

703-206-1517
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northwest financial advisors llc

herndon, VA

703-810-1072
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norton capital management, inc.

henrico, VA

(757) 623-1200
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nrv

richmond, VA

8048872355
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octagon finance llc

charlottesville, VA

434-977-7770
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october effect ltd.

virginia beach, VA

757-390-3341
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okeanos venture management llc

great falls, VA

7039290784
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olio financial planning

mclean, VA

703.459.9299
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omega wealth management llc

arlington, VA

703-387-0919
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opulen financial group, llc

arlington, VA

571-299-2053
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oxford capital management

richm0nd, VA

804-282-2356
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oxford finance advisors, llc

alexandria, VA

703-519-4900
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pactolus

vienna, VA

571-297-6364
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paragon financial services

richmond, VA

804-673-8888
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partners in financial planning, llc

salem, VA

540-444-2930
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pbmares wealth management llc

williamsburg, VA

757.229.7180
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peakvalley wealth, llc

roanoke, VA

540-904-7969
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pegasus financial group llc

chantilly, VA

703-956-6662
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pettyjohn, wood & white, inc.

lynchburg, VA

434-845-1266
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piedmont wealth advisory

reston, VA

(571) 313-5125
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piedmont wealth management

alexandria, VA

(703) 518 - 8361
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pine harbor wealth management llc

fairfax, VA

703-589-9100
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plustick management llc

charlottesville, VA

434-977-9229
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pointoak retirement advisors

mclean, VA

703-595-4444
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portfolio advisory group, inc.

alexandria, VA

703-461-9193
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preston wealth advisors, llc.

reston, VA

703-757-0419
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professional financial solutions, llc

fairfax, VA

703-385-0870
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proof

arlington, VA

703-563-4100
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property investment advisors, inc.

richmond, VA

(804) 644-4473
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qed investors, llc

alexandria, VA

(703) 862-3296
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quad-c management, inc.

charlottesville, VA

434-979-2070
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quantitative investment management, llc

charlottesville, VA

434-817-4800
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quinn opportunity partners

charlottesville, VA

917-770-2705
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Frequently Asked Questions

How much does a financial advisor cost in Virginia?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.