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Find Retirement Advisors for Retirement Planning in Forest, 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 Forest, Virginia

Last Updated - December 19, 2025

Forest has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Forest, Virginia have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Forest, Virginia

VERIFIED

Miguel "Mike" Morales-Corujo
CFP^®, CPFA
Nationwide Planning Associates, Inc

Qualifications
CRD# 5896066
Firm CRD# 31029
Series 7, 66

Minimum Assets Required
$0

Address

1327 Grandin Rd SW,
Roanoke, VA 24015 See Details

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

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Top 4 Retirement Planning firms in Forest, Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	106 Annjo Court, Suite A Forest, VA, 24551-2630	$678,288,835	4	12	A percentage of AUM
2	1149 Vista Park Drive, Unit D Forest, VA, 24551	$441,654,156	1935	9	A percentage of AUM
3	1563 Crossings Centre Drive, Suite 100 Forest, VA, 24551-4744	$410,029,787	1809	9	A percentage of AUM, Fixed fees
4	14805 Forest Rd, Suite 203 Forest, VA, 24551	$166,371,771	10	11	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Forest, Virginia

YORKTOWN MANAGEMENT AND RESEARCH CO INC

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QualificationsFirm CRD# 105083

Assets Under Management $678,288,835

No. Of Clients4

Clients Per Financial Advisor0

YORKTOWN MANAGEMENT AND RESEARCH CO INC is a financial advisory firm situated in Forest, Virginia. With a nearly $678M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for investment companies

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SELECTIVE WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 164882

Assets Under Management $441,654,156

No. Of Clients1935

Clients Per Financial Advisor215

SELECTIVE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Forest, Virginia. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1935 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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HSC WEALTH ADVISORS

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QualificationsFirm CRD# 105103

Assets Under Management $410,029,787

No. Of Clients1809

Clients Per Financial Advisor201

HSC WEALTH ADVISORS is a financial advisory firm situated in Forest, Virginia. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1809 clients. The team consists of 9 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
Education seminars/workshops

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WELLINGS CAPITAL

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QualificationsFirm CRD# 316324

Assets Under Management $166,371,771

No. Of Clients10

Clients Per Financial Advisor1

WELLINGS CAPITAL is a financial advisory firm situated in Forest, Virginia. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 11 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 investment companies
Portfolio management for pooled investment vehicles

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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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