Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Fairfax has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Fairfax, Virginia have an average of 22 years of experience.
Roshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC
Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Bryan 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
Not Specified.
Fee-Based, Based on Assets
Darren Colananni
CFP®, CPWA®, CIMA®, ChFC®
Centurion Wealth Management
Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65
Minimum Assets Required
$1,000,000
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.
Fee-Only, Flat Fee, Based on Assets
Jeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.
Qualifications
CRD# 5124838
Firm CRD# 109800
Minimum Assets Required
$500,000
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.
Fee-Based
Nicholas Greggory Caramanica
CFP®
Arlington Wealth Planning, LLC
Qualifications
CRD# 6154567
Firm CRD# 289946
Minimum Assets Required
$100,000
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.
Fee-Only, Hourly, Based on Assets
Michael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
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.
Fee-Based, Based on Assets
Young Park
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$100,000
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.
Fee-Only, Based on Assets
Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Minimum Assets Required
$500,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Doug 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
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Not Specified.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | WOLF GROUP CAPITAL ADVISORS 12701 Fair Lakes Circle, Suite 220 Fairfax, VA, 22033 | $445,914,061 | 810 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | ASPECT PARTNERS, LLC 8500 Executive Park Ave, Suite 400 Fairfax, VA, 22031 | $291,521,951 | 855 | 8 | A Percentage of AUM, Fixed Fees |
3 | REFRAME WEALTH, LLC 3251 Blenheim Boulevard, Suite 502 Fairfax, VA, 22030 | $253,103,621 | 459 | 3 | A Percentage of AUM, Fixed Fees |
4 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC 10517a West Drive, Fairfax, VA, 22030-8144 | $228,714,756 | 846 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | DAVID WEALTH MANAGEMENT, LLC 8315 Lee Highway, Suite 325, Fairfax, VA, 22031 | $147,177,955 | 330 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | KIRK CAPITAL ADVISORS LLC 11350 Random Hills Rd, Suite 800 Fairfax, VA, 22030 | $108,000,000 | 190 | 3 | A Percentage of AUM, Hourly charges |
7 | WISERADVISOR PALADIN 12150 Monument Drive, #700 Fairfax, VA, 22033 | $0 | 0 | 15 | Other (REFERRAL FEES) |
QualificationsFirm CRD# 111647
Assets Under Management $445,914,061
No. Of Clients810
Clients Per Financial Advisor101
WOLF GROUP CAPITAL ADVISORS is a financial advisory firm situated in Fairfax, Virginia. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 810 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 307273
Assets Under Management $291,521,951
No. Of Clients855
Clients Per Financial Advisor107
ASPECT PARTNERS, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 855 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313386
Assets Under Management $253,103,621
No. Of Clients459
Clients Per Financial Advisor153
REFRAME WEALTH, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 459 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114957
Assets Under Management $228,714,756
No. Of Clients846
Clients Per Financial Advisor141
PROFESSIONAL FINANCIAL SOLUTIONS, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 846 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164232
Assets Under Management $147,177,955
No. Of Clients330
Clients Per Financial Advisor165
DAVID WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 330 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312401
Assets Under Management $108,000,000
No. Of Clients190
Clients Per Financial Advisor63
KIRK CAPITAL ADVISORS LLC is a financial advisory firm situated in Fairfax, Virginia. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
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