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.
Harrisonburg has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Harrisonburg, Virginia have an average of 13 years of experience.
Qualifications
CRD# 6009188
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Financial Planning, Retirement Planning, 401K Rollovers, Wealth 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, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 100 South Mason Street, Suite C Harrisonburg, VA, 22801 | $1,081,499,052 | 1217 | 10 | A percentage of AUM |
2 | 185 Neff Avenue, Suite 102 Harrisonburg, VA, 22801 | $262,816,045 | 121 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
QualificationsFirm CRD# 298283
Assets Under Management $1,081,499,052
No. Of Clients1217
Clients Per Financial Advisor122
GRAVES LIGHT LENHART is a financial advisory firm situated in Harrisonburg, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1217 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148173
Assets Under Management $262,816,045
No. Of Clients121
Clients Per Financial Advisor24
STRATEGENT FINANCIAL, LLC is a financial advisory firm situated in Harrisonburg, Virginia. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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