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Find Retirement Advisors for Retirement Planning in Midlothian, 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.
Finding the Best Retirement Planners in Midlothian, Virginia
Last Updated - April 19, 2024Midlothian has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Midlothian, Virginia have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Midlothian, Virginia
VERIFIEDDaniel R. Hill
CFP®, AIF®
Hill Wealth Strategies
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Midlothian, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | HUNTER MICHAEL INVESTMENT ADVISORS INC 1650 Huguenot Rd, Midlothian, VA, 23113 | $1,007,968,421 | 40 | 1 | A Percentage of AUM, Fixed Fees |
| 2 | WEALTHSPIRE ADVISORS 1640 Huguenot Road, Midlothian, VA, 23113 | $877,643,946 | 362 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 3 | COLONIAL RIVER WEALTH MANAGEMENT LLC 340 Browns Hill Court, Midlothian, VA, 23114 | $586,479,160 | 3920 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | CONCORD ASSET MANAGEMENT, LLC 5309 Commonwealth Center Parkway, Suite 109 Midlothian, VA, 23112 | $253,812,333 | 1239 | 3 | A Percentage of AUM, Fixed Fees |
| 5 | JAMES RIVER ASSET MANAGEMENT, LLC 15521 Midlothian Tnpk., Suite 100 Midlothian, VA, 23113 | $163,458,054 | 669 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | BOWEN FINANCIAL SERVICES, LLC 2840 Polo Pkwy, Midlothian, VA, 23113 | $122,474,246 | 320 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Midlothian, Virginia
QualificationsFirm CRD# 107884
Assets Under Management $1,007,968,421
No. Of Clients40
Clients Per Financial Advisor40
HUNTER MICHAEL INVESTMENT ADVISORS INC is a financial advisory firm situated in Midlothian, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 1 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106259
Assets Under Management $877,643,946
No. Of Clients362
Clients Per Financial Advisor36
WEALTHSPIRE ADVISORS is a financial advisory firm situated in Midlothian, Virginia. With a nearly $878M assets under management, the firm specializes in crafting personalized retirement planning solutions for 362 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 284839
Assets Under Management $586,479,160
No. Of Clients3920
Clients Per Financial Advisor187
COLONIAL RIVER WEALTH MANAGEMENT LLC is a financial advisory firm situated in Midlothian, Virginia. With a nearly $586M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3920 clients. The team consists of 21 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 310710
Assets Under Management $253,812,333
No. Of Clients1239
Clients Per Financial Advisor413
CONCORD ASSET MANAGEMENT, LLC is a financial advisory firm situated in Midlothian, Virginia. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1239 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 117917
Assets Under Management $163,458,054
No. Of Clients669
Clients Per Financial Advisor61
JAMES RIVER ASSET MANAGEMENT, LLC is a financial advisory firm situated in Midlothian, Virginia. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 669 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 116714
Assets Under Management $122,474,246
No. Of Clients320
Clients Per Financial Advisor107
BOWEN FINANCIAL SERVICES, LLC is a financial advisory firm situated in Midlothian, Virginia. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 320 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
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.