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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 - September 6, 2024Norfolk 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
VERIFIEDNicholas 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
VERIFIEDEmily 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Norfolk, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BROWN ADVISORY World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA, 23510-1676 | $6,606,613,781 | 1888 | 45 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC 150 West Main Street, Ste 1700 Norfolk, VA, 23510 | $4,754,536,565 | 5210 | 45 | A Percentage of AUM, Fixed Fees |
| 3 | HARBOR GROUP INTERNATIONAL, LLC 999 Waterside Drive, Suite 2300 Norfolk, VA, 23510 | $2,752,252,504 | 140 | 129 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 4 | COURAGE MILLER PARTNERS, LLC World Trade Center, 101 W. Main Street, Suite 720 Norfolk, VA, 23510 | $360,165,268 | 857 | 3 | 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 | $164,311,000 | 561 | 4 | A Percentage of AUM |
| 6 | HERITAGE WEALTH MANAGEMENT GROUP, LTD 733 Boush Street, Suite 100 Norfolk, VA, 23510-1591 | $134,157,967 | 547 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | NORTON CAPITAL MANAGEMENT, INC. 440 Monticello Avenue, Suite 1610 Norfolk, VA, 23510-2670 | $124,074,957 | 288 | 2 | A Percentage of AUM, Hourly charges, Other (FLAT FEES) |
| 8 | RESOURCE 1, INC. 999 Waterside Dr, Suite 435 Norfolk, VA, 23510 | $104,006,783 | 111 | 2 | A Percentage of AUM |
| 9 | LAFAYETTE ADVISORS LLC 150 West Main Street, Suite 1700 Norfolk, VA, 23510 | $36,410,751 | 1 | 8 | 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
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
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
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
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
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
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
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
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
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.