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Find Retirement Advisors for Retirement Planning in Fairfax, 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 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 - May 16, 2025Fairfax has 27 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 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
VERIFIEDRoshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC
Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDBob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDSkip Thompson
Prudential
Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
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
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
VERIFIEDCenturion Wealth Management, LLC
CFP®, CPWA®, CIMA®, ChFC®
Qualifications
Firm CRD# 317929
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
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
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 65
Minimum Assets Required
$250,000
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-Based, Based on Assets
VERIFIEDJoseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Flat Fee, 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
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
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
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
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 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 | 3251 Blenheim Boulevard, Suite 502 Fairfax, VA, 22030 | $334,485,287 | 557 | 4 | A percentage of AUM, Fixed fees |
| 4 | 8500 Executive Park Ave, Suite 400 Fairfax, VA, 22031 | $301,695,505 | 931 | 8 | A percentage of AUM, Fixed fees |
| 5 | 10517a West Drive, Fairfax, VA, 22030-8144 | $286,123,744 | 868 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 8315 Route 29, Suite 325 Fairfax, VA, 22031 | $239,308,951 | 438 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 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) |
| 8 | 12500 Fair Lakes Circle, Suite 250 Fairfax, VA, 22033 | $0 | 0 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 12150 Monument Drive, #700 Fairfax, VA, 22033 | $0 | 0 | 15 | Other (REFERRAL FEES) |
Information on Top Retirement Planning firms in Fairfax, Virginia
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
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
QualificationsFirm CRD# 313386
Assets Under Management $334,485,287
No. Of Clients557
Clients Per Financial Advisor139
REFRAME WEALTH, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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
QualificationsFirm CRD# 164232
Assets Under Management $239,308,951
No. Of Clients438
Clients Per Financial Advisor219
DAVID WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 438 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
- Portfolio management for businesses or institutional clients
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
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)
QualificationsFirm CRD# 321249
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
WISERADVISOR PALADIN 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 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (REFERRAL FEES)
Financial Planning Services
- Selection for other advisors
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