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 Virginia Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Virginia Beach & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Virginia Beach, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 14 non-vetted financial advisors in Virginia Beach, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Virginia Beach, Virginia have an average of 14 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
THE ASCENT GROUP, LLC 192 Ballard Court, Suite 400 Virginia Beach, VA, 23462 | 314424 | $2,880,025,369 | 4261 | A percentage of AUM, Hourly charges, Fixed fees |
FINANCIAL SECURITY ADVISORY INC 477 Viking Drive, Suite 305 Virginia Beach, VA, 23452 | 110746 | $1,570,635,977 | 2904 | A percentage of AUM, Hourly charges |
COMPTON WEALTH ADVISORY GROUP, LLC 1 Columbus Center, 283 Constitution Drive, Suite 100 Virginia Beach, VA, 23462 | 281732 | $637,181,649 | 444 | A percentage of AUM, Fixed fees |
BEACON HARBOR WEALTH ADVISORS 440 Viking Drive, Suite 200, Virginia Beach, VA, 23452 | 300243 | $625,592,439 | 1599 | A percentage of AUM, Hourly charges, Fixed fees |
GRATUS WEALTH ADVISORS LLC 192 Ballard Ct, Ste 101 Virginia Beach, VA, 23462 | 328641 | $590,603,611 | 952 | A percentage of AUM, Hourly charges, Fixed fees, Other (ANNUAL RETAINER BASED) |
VANTAGE CONSULTING GROUP INC 3500 Pacific Ave, Virginia Beach, VA, 23451 | 105240 | $468,661,197 | 15 | A percentage of AUM, Fixed fees, Performance Based, Other (AGREED UPON RATE FOR SPECIAL PROJECTS) |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 4460 Corporation Lane, Suite 180 Virginia Beach, VA, 23462 | 311248 | $299,962,729 | 371 | A percentage of AUM, Hourly charges, Fixed fees |
SPECTRUM FINANCIAL INC 272 Bendix Road, Ste 600, Virginia Beach, VA, 23452 | 105618 | $292,322,759 | 243 | A percentage of AUM, Other (SERVICE FEE/SUB ADVISORY FEE) |
BAY CAPITAL ADVISORS, LLC 582 Lynnhaven Parkway, Suite 302 Virginia Beach, VA, 23452 | 140796 | $195,912,606 | 591 | A percentage of AUM, Hourly charges, Fixed fees |
HUNDREDFOLD ADVISORS, LLC 272 Bendix Road, Ste. 600 Virginia Beach, VA, 23452 | 131854 | $182,858,303 | 1 | A percentage of AUM |
WEALTHTRAK ADVISORS 4536 Bonney Road, Virginia Beach, VA, 23462 | 160057 | $164,611,682 | 714 | A percentage of AUM, Hourly charges, Fixed fees |
COOK FINANCIAL DESIGNS, INC. 1060 Laskin Road, Suite 25b Virginia Beach, VA, 23451 | 115241 | $141,980,568 | 524 | Fixed fees |
HENDERSON FINANCIAL GROUP LLC One Columbus Center, Ste 540 Virginia Beach, VA, 23462 | 333013 | $105,535,801 | 511 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
APFORIA 582 Lynnhaven Parkway, Ste 101 Virginia Beach, VA, 23452 | 327176 | $79,023,322 | 801 | A percentage of AUM, Hourly charges, Fixed fees |
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