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Find Retirement Advisors for Retirement Planning in Ashburn, Virginia
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Ashburn, Virginia
Last Updated - October 2, 2024Ashburn has 21 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Ashburn, Virginia have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Ashburn, Virginia
VERIFIEDFrank Barkanic
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDBob Howard
RICP®
Prudential
Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDDarren Colananni
CFP®, CPWA®, CIMA®, ChFC®
Centurion Wealth Management
Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDKevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDJeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.
Qualifications
CRD# 5124838
Firm CRD# 109800
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
VERIFIEDBryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDYoung Park
CFP®
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDNicholas Greggory Caramanica
CFP®
Arlington Wealth Planning, LLC
Qualifications
CRD# 6154567
Firm CRD# 289946
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDAdam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDScott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDDoug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDGeoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDAnnette Quigley
CFP®, CRC®
Prudential
Qualifications
CRD# 3128633
Firm CRD# 5685
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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Top 5 Retirement Planning firms in Ashburn, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | HALPERN FINANCIAL, INC. 20365 Exchange Street, Suite 200 Ashburn, VA, 20147 | $828,828,342 | 1133 | 12 | A Percentage of AUM, Hourly charges |
| 2 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. 20405 Exchange Street, Suite 371 Ashburn, VA, 20147 | $287,188,375 | 546 | 4 | A Percentage of AUM, Hourly charges |
| 3 | THE LEWIS FINANCIAL GROUP 20755 Williamsport Place, Suite 140 Ashburn, VA, 20147 | $229,289,723 | 447 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ARBOR PRIVATE WEALTH, LLC 44679 Endicott Drive, Suite 300 Ashburn, VA, 20147 | $106,327,976 | 224 | 3 | A Percentage of AUM, Fixed Fees |
| 5 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC 20135 Lakeview Center Plaza, #110 Ashburn, VA, 20147 | $100,259,570 | 732 | 17 | A Percentage of AUM |
Information on Top Retirement Planning firms in Ashburn, Virginia
QualificationsFirm CRD# 108822
Assets Under Management $828,828,342
No. Of Clients1133
Clients Per Financial Advisor94
HALPERN FINANCIAL, INC. is a financial advisory firm situated in Ashburn, Virginia. With a nearly $829M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1133 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 116670
Assets Under Management $287,188,375
No. Of Clients546
Clients Per Financial Advisor137
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. is a financial advisory firm situated in Ashburn, Virginia. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 546 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 315692
Assets Under Management $229,289,723
No. Of Clients447
Clients Per Financial Advisor89
THE LEWIS FINANCIAL GROUP is a financial advisory firm situated in Ashburn, Virginia. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 315812
Assets Under Management $106,327,976
No. Of Clients224
Clients Per Financial Advisor75
ARBOR PRIVATE WEALTH, LLC is a financial advisory firm situated in Ashburn, Virginia. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 224 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 310633
Assets Under Management $100,259,570
No. Of Clients732
Clients Per Financial Advisor43
ABICH FINANCIAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Ashburn, Virginia. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 732 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Alexandria, Virginia
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Looking for more choices? Use our free match service to compare retirement planners serving your area.