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Find Retirement Advisors for Retirement Planning in Virginia Beach, 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 Virginia Beach, Virginia
Last Updated - September 4, 2024Virginia Beach has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Virginia Beach, Virginia have an average of 10 years of experience.
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List of Qualified Retirement Planning Advisors in Virginia Beach, Virginia
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Virginia Beach, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | THE ASCENT GROUP, LLC 192 Ballard Court, Suite 400 Virginia Beach, VA, 23462 | $2,526,906,387 | 5077 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FINANCIAL SECURITY ADVISORY INC 477 Viking Drive, Suite 305 Virginia Beach, VA, 23452 | $1,315,631,987 | 2376 | 45 | A Percentage of AUM, Hourly charges |
| 3 | VANTAGE CONSULTING GROUP INC 3500 Pacific Ave, Virginia Beach, VA, 23451 | $1,109,499,019 | 17 | 19 | A Percentage of AUM, Fixed Fees, Performance Based, Other (AGREED UPON RATE FOR SPECIAL PROJECTS) |
| 4 | COMPTON WEALTH ADVISORY GROUP, LLC 281 Independence Blvd, Suite 300 Virginia Beach, VA, 23462 | $506,557,415 | 440 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | BEACON HARBOR WEALTH ADVISORS 440 Viking Drive, Suite 200, Virginia Beach, VA, 23452 | $483,457,993 | 1386 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | SPECTRUM FINANCIAL INC 272 Bendix Road, Ste 600, Virginia Beach, VA, 23452 | $370,399,055 | 253 | 6 | A Percentage of AUM, Other (SERVICE FEE/SUB ADVISORY FEE) |
| 7 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. 4460 Corporation Lane, Suite 180 Virginia Beach, VA, 23462 | $273,756,984 | 352 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | HUNDREDFOLD ADVISORS, LLC 272 Bendix Road, Ste. 600 Virginia Beach, VA, 23452 | $249,600,000 | 1 | 2 | A Percentage of AUM |
| 9 | MONACO CAPITAL MANAGEMENT, LLC 448 Viking Drive, Suite 230 Virginia Beach, VA, 23452 | $171,862,563 | 1045 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | WEALTHTRAK ADVISORS 4536 Bonney Road, Virginia Beach, VA, 23462 | $121,166,349 | 618 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | APFORIA 582 Lynnhaven Parkway, Ste 101 Virginia Beach, VA, 23452 | $30,696,470 | 342 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Virginia Beach, Virginia
QualificationsFirm CRD# 314424
Assets Under Management $2,526,906,387
No. Of Clients5077
Clients Per Financial Advisor169
THE ASCENT GROUP, LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5077 clients. The team consists of 30 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110746
Assets Under Management $1,315,631,987
No. Of Clients2376
Clients Per Financial Advisor53
FINANCIAL SECURITY ADVISORY INC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2376 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 105240
Assets Under Management $1,109,499,019
No. Of Clients17
Clients Per Financial Advisor1
VANTAGE CONSULTING GROUP INC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (AGREED UPON RATE FOR SPECIAL PROJECTS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 281732
Assets Under Management $506,557,415
No. Of Clients440
Clients Per Financial Advisor55
COMPTON WEALTH ADVISORY GROUP, LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $507M assets under management, the firm specializes in crafting personalized retirement planning solutions for 440 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 300243
Assets Under Management $483,457,993
No. Of Clients1386
Clients Per Financial Advisor198
BEACON HARBOR WEALTH ADVISORS is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $483M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1386 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 105618
Assets Under Management $370,399,055
No. Of Clients253
Clients Per Financial Advisor42
SPECTRUM FINANCIAL INC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $370M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 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 (SERVICE FEE/SUB ADVISORY FEE)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
QualificationsFirm CRD# 311248
Assets Under Management $273,756,984
No. Of Clients352
Clients Per Financial Advisor88
VIRGINIA WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 352 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 131854
Assets Under Management $249,600,000
No. Of Clients1
Clients Per Financial Advisor1
HUNDREDFOLD ADVISORS, LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 Investment
QualificationsFirm CRD# 130174
Assets Under Management $171,862,563
No. Of Clients1045
Clients Per Financial Advisor348
MONACO CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1045 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
QualificationsFirm CRD# 160057
Assets Under Management $121,166,349
No. Of Clients618
Clients Per Financial Advisor103
WEALTHTRAK ADVISORS is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 327176
Assets Under Management $30,696,470
No. Of Clients342
Clients Per Financial Advisor114
APFORIA is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $31M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 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
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Alexandria, Virginia
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- Retirement Planners in Chesapeake, Virginia
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- Retirement Planners in Falls Church, Virginia
- Retirement Planners in Leesburg, Virginia
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