Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

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

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Charlottesville, Virginia

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Charlottesville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Charlottesville & pick the one as per your needs

How To Find The Best Financial Advisors in Charlottesville, Virginia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Charlottesville, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 25 non-vetted financial advisors in Charlottesville, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charlottesville, Virginia have an average of 13 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Charlottesville, Virginia

BRB Wealth

540-746-1376

Address

563 Neff Ave.,
Suite B,
Harrisonburg, VA 22801 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

200 Westgate Pkwy,
Suite 202,
Henrico, VA 23233 See Details

Top Financial Advisor Firms in Charlottesville, Virginia (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	130099	$32,231,415,180	53	A percentage of AUM, Performance Based
CORNERSTONE PARTNERS 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911	311296	$20,033,497,535	22	A percentage of AUM, Performance Based
FOXHAVEN ASSET MANAGEMENT, LP 550 E Water Street, Suite 888 Charlottesville, VA, 22902	168872	$5,606,919,722	5	A percentage of AUM, Performance Based
QUAD-C MANAGEMENT, INC. 240 W Main Street, Suite 600 Charlottesville, VA, 22902	161395	$3,071,215,301	2	A percentage of AUM, Performance Based
QUANTITATIVE INVESTMENT MANAGEMENT, LLC 240 W. Main Street, Suite 300 Charlottesville, VA, 22902-5009	156869	$2,107,511,630	2	Performance Based
BLUESTEM ASSET MANAGEMENT, LLC 320 E. Main Street, Suite B Charlottesville, VA, 22902	158330	$1,526,888,168	1	A percentage of AUM
QUINN OPPORTUNITY PARTNERS 2 Boars Head Place, Suite 250 Charlottesville, VA, 22903	167470	$1,026,099,009	5	A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED ALLOCATIONS)
MORRIS & WELLS WEALTH MANAGEMENT 410 White Gables Ln, Charlottesville, VA, 22903-4994	162411	$853,709,732	257	A percentage of AUM
HARREN EQUITY PARTNERS, LLC The Gleason Building, 200 Garrett Street, Suite F Charlottesville, VA, 22902-5662	158494	$799,084,794	7	A percentage of AUM, Performance Based
A. N. CULBERTSON & COMPANY, INC. One Boars Head Pointe, Suite 101 Charlottesville, VA, 22903-4612	108341	$704,356,347	827	A percentage of AUM
GUARDIAN POINT CAPITAL, LP 240 W. Main St, Suite 310 Charlottesville, VA, 22902	165053	$699,013,185	1	A percentage of AUM, Performance Based
MAROTTA WEALTH MANAGEMENT, INC. 1000 Ednam Center, Suite 200 Charlottesville, VA, 22903-4615	115645	$591,213,683	1987	A percentage of AUM, Hourly charges, Fixed fees
MASONRY CAPITAL MANAGEMENT, LLC 404 People Place, 4th Floor Charlottesville, VA, 22911	292664	$516,639,141	59	A percentage of AUM, Performance Based
IRON PATH CAPITAL, L.P. 2410 Old Ivy Road, Suite 310 Charlottesville, VA, 22903	316139	$357,210,630	8	A percentage of AUM, Performance Based
CHASE INVESTMENT COUNSEL CORPORATION 350 Old Ivy Way, Suite 100, Charlottesville, VA, 22903-4897	104648	$354,779,952	110	A percentage of AUM, Hourly charges, Other (PERCENT OF CONSULTING, FLAT FEE FOR FINANCIAL PLANNING)

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Find The Best Financial Advisors in Charlottesville, Virginia

How To Find The Best Financial Advisors in Charlottesville, VirginiaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Charlottesville, Virginia

BRB Wealth

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Charlottesville, Virginia (Ranked by AUM)

Select other cities around Charlottesville, Virginia to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Charlottesville, Virginia
Last Updated - 13-Jun-2023

Find an Advisor
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