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 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.
Fairfax has 25 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.
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
Bob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Skip Thompson
Prudential
Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66
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, Estate Planning & Trusts, Insurance Products & Annuities
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Chris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
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
Fee-Only, Flat Fee
Michael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Joseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
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
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
MY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Minimum Assets Required
Not Specified
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-Based, Flat Fee, 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
Tom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Commissions, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
Chris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
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) |
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.
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.
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.
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.
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.
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.
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.
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.
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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