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Find Retirement Advisors for Retirement Planning in Norfolk, 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 Norfolk, Virginia

Last Updated - May 23, 2024

Norfolk has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Norfolk, Virginia have an average of 10 years of experience.

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List of Qualified Retirement Planning Advisors in Norfolk, Virginia

advisor-photo
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Nicholas Arcand
Blackbridge Financial

Qualifications
CRD# 6886990
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

advisor-photo
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Emily Robbins
CRPS®
Virginia Asset Group

Qualifications
CRD# 5578551
Firm CRD# 35371
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Top 9 Retirement Planning firms in Norfolk, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BROWN ADVISORY
World Trade Center, 101 West Main Street, Suite 700
Norfolk, VA, 23510-1676
$6,606,613,781188845
A Percentage of AUM, Fixed Fees, Performance Based
2
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
150 West Main Street, Ste 1700
Norfolk, VA, 23510
$4,754,536,565521045
A Percentage of AUM, Fixed Fees
3
HARBOR GROUP INTERNATIONAL, LLC
999 Waterside Drive, Suite 2300
Norfolk, VA, 23510
$2,752,252,504140129
A Percentage of AUM, Other (CARRIED INTEREST)
4
COURAGE MILLER PARTNERS, LLC
World Trade Center, 101 W. Main Street, Suite 720
Norfolk, VA, 23510
$360,165,2688573
A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
5
WEALTHWAY FINANCIAL ADVISORS
440 Monticello Ave, Suite 1620,
Norfolk, VA, 23510
$164,311,0005614
A Percentage of AUM
6
HERITAGE WEALTH MANAGEMENT GROUP, LTD
733 Boush Street, Suite 100
Norfolk, VA, 23510-1591
$134,157,9675476
A Percentage of AUM, Hourly charges, Fixed Fees
7
NORTON CAPITAL MANAGEMENT, INC.
440 Monticello Avenue, Suite 1610
Norfolk, VA, 23510-2670
$124,074,9572882
A Percentage of AUM, Hourly charges, Other (FLAT FEES)
8
RESOURCE 1, INC.
999 Waterside Dr, Suite 435
Norfolk, VA, 23510
$104,006,7831112
A Percentage of AUM
9
LAFAYETTE ADVISORS LLC
150 West Main Street, Suite 1700
Norfolk, VA, 23510
$36,410,75118
A Percentage of AUM

Information on Top Retirement Planning firms in Norfolk, Virginia

QualificationsFirm CRD# 106375

Assets Under Management $6,606,613,781

No. Of Clients1888

Clients Per Financial Advisor42

BROWN ADVISORY is a financial advisory firm situated in Norfolk, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1888 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106060

Assets Under Management $4,754,536,565

No. Of Clients5210

Clients Per Financial Advisor116

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Norfolk, Virginia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5210 clients. The team consists of 45 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 285895

Assets Under Management $2,752,252,504

No. Of Clients140

Clients Per Financial Advisor1

HARBOR GROUP INTERNATIONAL, LLC is a financial advisory firm situated in Norfolk, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 129 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 147360

Assets Under Management $360,165,268

No. Of Clients857

Clients Per Financial Advisor286

COURAGE MILLER PARTNERS, LLC is a financial advisory firm situated in Norfolk, Virginia. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 857 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
  • Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 108824

Assets Under Management $164,311,000

No. Of Clients561

Clients Per Financial Advisor140

WEALTHWAY FINANCIAL ADVISORS is a financial advisory firm situated in Norfolk, Virginia. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 561 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 148459

Assets Under Management $134,157,967

No. Of Clients547

Clients Per Financial Advisor91

HERITAGE WEALTH MANAGEMENT GROUP, LTD is a financial advisory firm situated in Norfolk, Virginia. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 547 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 110398

Assets Under Management $124,074,957

No. Of Clients288

Clients Per Financial Advisor144

NORTON CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Norfolk, Virginia. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (FLAT FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 115816

Assets Under Management $104,006,783

No. Of Clients111

Clients Per Financial Advisor56

RESOURCE 1, INC. is a financial advisory firm situated in Norfolk, Virginia. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 2 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
View Full Profile

QualificationsFirm CRD# 165241

Assets Under Management $36,410,751

No. Of Clients1

Clients Per Financial Advisor0

LAFAYETTE ADVISORS LLC is a financial advisory firm situated in Norfolk, Virginia. With a nearly $36M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 pooled Investment
View Full Profile

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