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Find Retirement Advisors for Retirement Planning in Fairfax, Virginia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Fairfax, Virginia

Last Updated - June 10, 2026

Fairfax has 25 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Fairfax, Virginia have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Fairfax, Virginia

Top 6 Retirement Planning firms in Fairfax, Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	12701 Fair Lakes Circle, Suite 220 Fairfax, VA, 22033	$526,794,579	875	13	A percentage of AUM, Hourly charges, Fixed fees
2	8280 Willow Oaks Corporate Drive, Suite 600 Fairfax, VA, 22031	$444,750,649	616	2	A percentage of AUM, Hourly charges, Fixed fees
3	8500 Executive Park Ave, Suite 400 Fairfax, VA, 22031	$301,695,505	931	8	A percentage of AUM, Fixed fees
4	10517a West Drive, Fairfax, VA, 22030-8144	$286,123,744	868	7	A percentage of AUM, Hourly charges, Fixed fees
5	10300 Eaton Place, Suite 440/448 Fairfax, VA, 22030	$974,920	1	2	A percentage of AUM, Other (AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES)
6	12500 Fair Lakes Circle, Suite 250 Fairfax, VA, 22033	$0	0	7	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Fairfax, Virginia

WOLF GROUP CAPITAL ADVISORS

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QualificationsFirm CRD# 111647

Assets Under Management $526,794,579

No. Of Clients875

Clients Per Financial Advisor67

WOLF GROUP CAPITAL ADVISORS is a financial advisory firm situated in Fairfax, Virginia. With a nearly $527M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 clients. The team consists of 13 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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PINE HARBOR WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 317352

Assets Under Management $444,750,649

No. Of Clients616

Clients Per Financial Advisor308

PINE HARBOR WEALTH MANAGEMENT LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $445M assets under management, the firm specializes in crafting personalized retirement planning solutions for 616 clients. The team consists of 2 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 services
Portfolio management for individuals and/or small businesses

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ASPECT PARTNERS, LLC

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QualificationsFirm CRD# 307273

Assets Under Management $301,695,505

No. Of Clients931

Clients Per Financial Advisor116

ASPECT PARTNERS, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 931 clients. The team consists of 8 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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PROFESSIONAL FINANCIAL SOLUTIONS, LLC

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QualificationsFirm CRD# 114957

Assets Under Management $286,123,744

No. Of Clients868

Clients Per Financial Advisor124

PROFESSIONAL FINANCIAL SOLUTIONS, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 868 clients. The team consists of 7 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 services
Portfolio management for individuals and/or small businesses

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TRADERS A.I., INC.

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QualificationsFirm CRD# 331700

Assets Under Management $974,920

No. Of Clients1

Clients Per Financial Advisor1

TRADERS A.I., INC. is a financial advisory firm situated in Fairfax, Virginia. With a nearly $1M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (AS SPONSOR
WILL SHARE IN ETF PROFITS AFTER EXPENSES)

Financial Planning Services

Portfolio management for investment companies

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CLARION WEALTH MANAGEMENT PARTNERS

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QualificationsFirm CRD# 334243

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

CLARION WEALTH MANAGEMENT PARTNERS is a financial advisory firm situated in Fairfax, Virginia. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 7 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (401K PROFIT SHARING CONSULTING)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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