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Find Retirement Advisors for Retirement Planning in Norfolk, Virginia

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.

Finding the Best Retirement Planners in Norfolk, Virginia

Last Updated - April 25, 2025

Norfolk has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Norfolk, Virginia have an average of 14 years of experience.

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List of Qualified Retirement Planning Advisors in Norfolk, Virginia

VERIFIED

Nicholas Arcand
Blackbridge Financial

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

Minimum Assets Required
$100,000

Address

644 Independence Parkway,
Suite 300,
Chesapeake, VA 23320 See Details

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

Find An Advisor

VERIFIED

Emily Robbins
CRPS^®
Virginia Asset Group

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

Minimum Assets Required
Not Specified

Address

607 Lynnhaven Parkway,
Virginia Beach, VA 23452 See Details

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

Find An Advisor

VERIFIED

Nicholas Bucci
CFP^®, MSFS
BLBB Advisors

Qualifications
CRD# 5542700
Firm CRD# 139096
Series 65

Minimum Assets Required
$0

Address

103 Montgomery Ave Montgomeryville PA 18936,
Cape Charles, VA 23310 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 8 Retirement Planning firms in Norfolk, Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA, 23510-1676	$6,878,164,648	1767	40	A percentage of AUM, Fixed fees, Performance Based
2	999 Waterside Drive, Suite 2300 Norfolk, VA, 23510	$3,774,044,152	123	277	A percentage of AUM, Other (CARRIED INTEREST)
3	World Trade Center, 101 W. Main Street, Suite 720 Norfolk, VA, 23510	$382,000,651	866	3	A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
4	440 Monticello Ave, Suite 1620, Norfolk, VA, 23510	$190,348,000	585	5	A percentage of AUM
5	440 Monticello Avenue, Suite 1610 Norfolk, VA, 23510-2670	$132,931,862	294	4	A percentage of AUM, Hourly charges, Other (FLAT FEES)
6	733 Boush Street, Suite 100 Norfolk, VA, 23510-1591	$124,051,923	443	5	A percentage of AUM, Hourly charges, Fixed fees
7	999 Waterside Dr, Suite 435 Norfolk, VA, 23510	$112,863,629	108	2	A percentage of AUM
8	223 East City Hall Ave, Suite 200a Norfolk, VA, 23510	$11,165,602	67	7	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Norfolk, Virginia

BROWN ADVISORY

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QualificationsFirm CRD# 106375

Assets Under Management $6,878,164,648

No. Of Clients1767

Clients Per Financial Advisor44

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 1767 clients. The team consists of 40 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

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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HARBOR GROUP INTERNATIONAL, LLC

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QualificationsFirm CRD# 285895

Assets Under Management $3,774,044,152

No. Of Clients123

Clients Per Financial Advisor0

HARBOR GROUP INTERNATIONAL, LLC is a financial advisory firm situated in Norfolk, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 277 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 vehicles

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COURAGE MILLER PARTNERS, LLC

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QualificationsFirm CRD# 147360

Assets Under Management $382,000,651

No. Of Clients866

Clients Per Financial Advisor289

COURAGE MILLER PARTNERS, LLC is a financial advisory firm situated in Norfolk, Virginia. With a nearly $382M assets under management, the firm specializes in crafting personalized retirement planning solutions for 866 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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WEALTHWAY FINANCIAL ADVISORS

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QualificationsFirm CRD# 108824

Assets Under Management $190,348,000

No. Of Clients585

Clients Per Financial Advisor117

WEALTHWAY FINANCIAL ADVISORS is a financial advisory firm situated in Norfolk, Virginia. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 585 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Other (EDUCATIONAL RADIO SHOW AND PODCAST)

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NORTON CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 110398

Assets Under Management $132,931,862

No. Of Clients294

Clients Per Financial Advisor74

NORTON CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Norfolk, Virginia. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 294 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
Hourly charges
Other (FLAT FEES)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

HERITAGE WEALTH MANAGEMENT GROUP, LTD

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QualificationsFirm CRD# 148459

Assets Under Management $124,051,923

No. Of Clients443

Clients Per Financial Advisor89

HERITAGE WEALTH MANAGEMENT GROUP, LTD 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 443 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
Fixed fees

Financial Planning Services

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

View Full Profile

RESOURCE 1, INC.

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QualificationsFirm CRD# 115816

Assets Under Management $112,863,629

No. Of Clients108

Clients Per Financial Advisor54

RESOURCE 1, INC. is a financial advisory firm situated in Norfolk, Virginia. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 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 and/or small businesses

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JB WEALTH ADVISORS LLC

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QualificationsFirm CRD# 328441

Assets Under Management $11,165,602

No. Of Clients67

Clients Per Financial Advisor10

JB WEALTH ADVISORS LLC is a financial advisory firm situated in Norfolk, Virginia. With a nearly $11M assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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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