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Find Retirement Advisors for Retirement Planning in Falls Church, 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 Falls Church, Virginia
Last Updated - April 18, 2024Falls Church has 24 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Falls Church, Virginia have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Falls Church, Virginia
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
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
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
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
VERIFIED Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, 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
VERIFIEDEric Riddell
CFP®, APMA®
Ameriprise Financial
Qualifications
CRD# 4707769
Firm CRD# 6363
Series 7
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, Tax Advice and Services.
Compensation/Fee
Fee-Based
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# 5685
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 107271
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, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDYoung Park
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
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
VERIFIEDFrank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
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
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
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Falls Church, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | REMBERT PENDLETON JACKSON 7647 Leesburg Pike, Falls Church, VA, 22043 | $1,721,486,458 | 4047 | 15 | A Percentage of AUM, Fixed Fees |
| 2 | AZZAD ASSET MANAGEMENT, INC. 3141 Fairview Park Drive, Suite 355 Falls Church, VA, 22042-4533 | $1,225,890,577 | 1530 | 15 | A Percentage of AUM, Fixed Fees |
| 3 | SOLOMON HESS CAPITAL MANAGEMENT 431 Park Avenue, Suite 401 Falls Church, VA, 22046 | $1,185,870,299 | 4 | 8 | A Percentage of AUM, Performance Based |
| 4 | CJM WEALTH ADVISERS, LTD. 3110 Fairview Park Drive, Suite 900 Falls Church, VA, 22042 | $1,105,233,016 | 2317 | 22 | A Percentage of AUM, Fixed Fees, Other (RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS) |
| 5 | D'ORAZIO & ASSOCIATES, INC. 7600 Leesburg Pike, Suite 460 East Falls Church, VA, 22043-2004 | $1,015,149,591 | 1525 | 9 | Fixed Fees |
| 6 | HEMINGTON WEALTH MANAGEMENT 7651 Leesburg Pike, Falls Church, VA, 22043 | $858,836,216 | 1560 | 15 | A Percentage of AUM, Other (HOURLY FEES FOR FINANCIAL PLANNING) |
| 7 | CAMPION ASSET MANAGEMENT, LLC 3141 Fairview Park Drive, Suite 310 Falls Church, VA, 22042 | $170,187,918 | 271 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | THE SCOTT S. JAMES COMPANY 6700 Arlington Blvd, Falls Church, VA, 22042 | $85,706,843 | 260 | 3 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Falls Church, Virginia
QualificationsFirm CRD# 306510
Assets Under Management $1,721,486,458
No. Of Clients4047
Clients Per Financial Advisor270
REMBERT PENDLETON JACKSON is a financial advisory firm situated in Falls Church, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4047 clients. The team consists of 15 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111291
Assets Under Management $1,225,890,577
No. Of Clients1530
Clients Per Financial Advisor102
AZZAD ASSET MANAGEMENT, INC. is a financial advisory firm situated in Falls Church, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1530 clients. The team consists of 15 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 Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 158481
Assets Under Management $1,185,870,299
No. Of Clients4
Clients Per Financial Advisor1
SOLOMON HESS CAPITAL MANAGEMENT is a financial advisory firm situated in Falls Church, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 107750
Assets Under Management $1,105,233,016
No. Of Clients2317
Clients Per Financial Advisor105
CJM WEALTH ADVISERS, LTD. is a financial advisory firm situated in Falls Church, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2317 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 131976
Assets Under Management $1,015,149,591
No. Of Clients1525
Clients Per Financial Advisor169
D'ORAZIO & ASSOCIATES, INC. is a financial advisory firm situated in Falls Church, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1525 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 169024
Assets Under Management $858,836,216
No. Of Clients1560
Clients Per Financial Advisor104
HEMINGTON WEALTH MANAGEMENT is a financial advisory firm situated in Falls Church, Virginia. With a nearly $859M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1560 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (HOURLY FEES FOR FINANCIAL PLANNING)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 134002
Assets Under Management $170,187,918
No. Of Clients271
Clients Per Financial Advisor90
CAMPION ASSET MANAGEMENT, LLC is a financial advisory firm situated in Falls Church, Virginia. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 271 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 105861
Assets Under Management $85,706,843
No. Of Clients260
Clients Per Financial Advisor87
THE SCOTT S. JAMES COMPANY is a financial advisory firm situated in Falls Church, Virginia. With a nearly $86M assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.