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Find Retirement Advisors for Retirement Planning in Virginia, Lynchburg

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.

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1925 Atherholt Road, Lynchburg, VA, 24501	$734,420,311	970	6	A percentage of AUM, Other (HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES)
2	900 Main Street, Lynchburg, VA, 24504	$321,228,418	481	5	A percentage of AUM, Fixed fees
3	828 Main Street, Suite 1401 Lynchburg, VA, 24504	$272,165,683	522	7	A percentage of AUM
4	1971 English Tavern Road, Lynchburg, VA, 24501	$207,670,000	1338	12	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Lynchburg, Virginia

PETTYJOHN, WOOD & WHITE, INC.

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QualificationsFirm CRD# 106403

Assets Under Management $734,420,311

No. Of Clients970

Clients Per Financial Advisor162

PETTYJOHN, WOOD & WHITE, INC. is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $734M assets under management, the firm specializes in crafting personalized retirement planning solutions for 970 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES)

Financial Planning Services

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

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MONTVUE CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 116807

Assets Under Management $321,228,418

No. Of Clients481

Clients Per Financial Advisor96

MONTVUE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 481 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
Fixed fees

Financial Planning Services

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

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BROWN EDWARDS WEALTH STRATEGIES

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QualificationsFirm CRD# 173559

Assets Under Management $272,165,683

No. Of Clients522

Clients Per Financial Advisor75

BROWN EDWARDS WEALTH STRATEGIES is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 clients. The team consists of 7 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
Pesnsion consulting services
Selection for other advisors

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LEGACY WEALTH MANAGEMENT GROUP, INC.

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QualificationsFirm CRD# 322235

Assets Under Management $207,670,000

No. Of Clients1338

Clients Per Financial Advisor112

LEGACY WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1338 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
Hourly charges
Fixed fees

Financial Planning Services

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

View Full Profile

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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