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Find Retirement Advisors for Retirement Planning in Glen Allen, 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 Glen Allen, Virginia

Last Updated - June 24, 2025

Glen Allen has 2 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 Glen Allen, Virginia have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Glen Allen, Virginia

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

200 Westgate Pkwy,
Suite 202,
Henrico, VA 23233 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Daniel R. Hill
CFP^®, AIF^®
Hill Wealth Strategies

Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65

Minimum Assets Required
$100,000

Address

10800 Midlothian Turnpike,
Suite 154,
Richmond, VA 23235 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

Top 7 Retirement Planning firms in Glen Allen, Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4050 Innslake Drive, Suite 250 Glen Allen, VA, 23060	$1,402,537,067	3470	177	A percentage of AUM, Hourly charges, Fixed fees
2	4101 Cox Road, Suite 110 Glen Allen, VA, 23060	$666,729,231	626	8	A percentage of AUM
3	4510 Cox Road, Suite 102 Glen Allen, VA, 23060	$324,929,397	1797	13	A percentage of AUM, Hourly charges, Fixed fees
4	4510 Cox Rd., Suite 302 Glen Allen, VA, 23060	$231,893,337	1030	8	A percentage of AUM
5	4801 Cox Road, Suite 200 Glen Allen, VA, 23060	$218,889,819	552	5	A percentage of AUM, Hourly charges, Fixed fees
6	4300 Cox Road, Glen Allen, VA, 23060	$195,417,417	9	4	A percentage of AUM, Hourly charges, Fixed fees
7	9307 Brook Rd, Glen Allen, VA, 23060	$37,977,953	396	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Glen Allen, Virginia

CAPITOL SECURITIES MANAGEMENT, INC.

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QualificationsFirm CRD# 14169

Assets Under Management $1,402,537,067

No. Of Clients3470

Clients Per Financial Advisor20

CAPITOL SECURITIES MANAGEMENT, INC. is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3470 clients. The team consists of 177 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
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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THE CAPITAL MANAGEMENT CORPORATION

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QualificationsFirm CRD# 112242

Assets Under Management $666,729,231

No. Of Clients626

Clients Per Financial Advisor78

THE CAPITAL MANAGEMENT CORPORATION is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $667M assets under management, the firm specializes in crafting personalized retirement planning solutions for 626 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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THE MAIN STREET GROUP

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QualificationsFirm CRD# 175502

Assets Under Management $324,929,397

No. Of Clients1797

Clients Per Financial Advisor138

THE MAIN STREET GROUP is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $325M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1797 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

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CLARIS FINANCIAL, LLC

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QualificationsFirm CRD# 168503

Assets Under Management $231,893,337

No. Of Clients1030

Clients Per Financial Advisor129

CLARIS FINANCIAL, LLC is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Education seminars/workshops

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KINLOCH CAPITAL, LLC

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QualificationsFirm CRD# 300735

Assets Under Management $218,889,819

No. Of Clients552

Clients Per Financial Advisor110

KINLOCH CAPITAL, LLC is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 552 clients. The team consists of 5 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 pooled investment vehicles

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ATLANTIC UNION MUNICIPAL ADVISORS, INC

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QualificationsFirm CRD# 329425

Assets Under Management $195,417,417

No. Of Clients9

Clients Per Financial Advisor2

ATLANTIC UNION MUNICIPAL ADVISORS, INC is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for businesses or institutional clients

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ADVISOR FINANCIAL SERVICES, INC.

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QualificationsFirm CRD# 118537

Assets Under Management $37,977,953

No. Of Clients396

Clients Per Financial Advisor132

ADVISOR FINANCIAL SERVICES, INC. is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $38M assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

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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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