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Find Retirement Advisors for Retirement Planning in Harrisonburg, 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.
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Top 2 Retirement Planning firms in Harrisonburg, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GRAVES LIGHT LENHART 100 South Mason Street, Suite C Harrisonburg, VA, 22801 | $933,661,749 | 1115 | 9 | A Percentage of AUM |
| 2 | STRATEGENT FINANCIAL, LLC 185 Neff Avenue, Suite 102 Harrisonburg, VA, 22801 | $228,366,755 | 116 | 5 | A Percentage of AUM, Hourly charges, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
Information on Top Retirement Planning firms in Harrisonburg, Virginia
QualificationsFirm CRD# 298283
Assets Under Management $933,661,749
No. Of Clients1115
Clients Per Financial Advisor124
GRAVES LIGHT LENHART is a financial advisory firm situated in Harrisonburg, Virginia. With a nearly $934M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1115 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 148173
Assets Under Management $228,366,755
No. Of Clients116
Clients Per Financial Advisor23
STRATEGENT FINANCIAL, LLC is a financial advisory firm situated in Harrisonburg, Virginia. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 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
- Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Retirement Planners Near You
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