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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 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 Virginia Beach, Virginia
Last Updated - May 24, 2025Virginia Beach has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Virginia Beach, Virginia have an average of 14 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
VERIFIEDNicholas Bucci
CFP®, MSFS
BLBB Advisors
Qualifications
CRD# 5542700
Firm CRD# 139096
Series 65
Minimum Assets Required
$0
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
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Virginia Beach, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 192 Ballard Court, Suite 400 Virginia Beach, VA, 23462 | $2,880,025,369 | 4261 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 477 Viking Drive, Suite 305 Virginia Beach, VA, 23452 | $1,570,635,977 | 2904 | 41 | A percentage of AUM, Hourly charges |
| 3 | 1 Columbus Center, 283 Constitution Drive, Suite 100 Virginia Beach, VA, 23462 | $637,181,649 | 444 | 9 | A percentage of AUM, Fixed fees |
| 4 | 440 Viking Drive, Suite 200, Virginia Beach, VA, 23452 | $625,592,439 | 1599 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 192 Ballard Ct, Ste 101 Virginia Beach, VA, 23462 | $590,603,611 | 952 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (ANNUAL RETAINER BASED) |
| 6 | 3500 Pacific Ave, Virginia Beach, VA, 23451 | $468,661,197 | 15 | 16 | A percentage of AUM, Fixed fees, Performance Based, Other (AGREED UPON RATE FOR SPECIAL PROJECTS) |
| 7 | 4460 Corporation Lane, Suite 180 Virginia Beach, VA, 23462 | $299,962,729 | 371 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 272 Bendix Road, Ste 600, Virginia Beach, VA, 23452 | $292,322,759 | 243 | 6 | A percentage of AUM, Other (SERVICE FEE/SUB ADVISORY FEE) |
| 9 | 582 Lynnhaven Parkway, Suite 302 Virginia Beach, VA, 23452 | $195,912,606 | 591 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 272 Bendix Road, Ste. 600 Virginia Beach, VA, 23452 | $182,858,303 | 1 | 2 | A percentage of AUM |
| 11 | 4536 Bonney Road, Virginia Beach, VA, 23462 | $164,611,682 | 714 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 1060 Laskin Road, Suite 25b Virginia Beach, VA, 23451 | $141,980,568 | 524 | 1 | Fixed fees |
| 13 | One Columbus Center, Ste 540 Virginia Beach, VA, 23462 | $105,535,801 | 511 | 3 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 14 | 582 Lynnhaven Parkway, Ste 101 Virginia Beach, VA, 23452 | $79,023,322 | 801 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Virginia Beach, Virginia
QualificationsFirm CRD# 314424
Assets Under Management $2,880,025,369
No. Of Clients4261
Clients Per Financial Advisor185
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 4261 clients. The team consists of 23 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110746
Assets Under Management $1,570,635,977
No. Of Clients2904
Clients Per Financial Advisor71
FINANCIAL SECURITY ADVISORY INC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2904 clients. The team consists of 41 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 281732
Assets Under Management $637,181,649
No. Of Clients444
Clients Per Financial Advisor49
COMPTON WEALTH ADVISORY GROUP, LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $637M assets under management, the firm specializes in crafting personalized retirement planning solutions for 444 clients. The team consists of 9 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 300243
Assets Under Management $625,592,439
No. Of Clients1599
Clients Per Financial Advisor228
BEACON HARBOR WEALTH ADVISORS is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $626M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1599 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 328641
Assets Under Management $590,603,611
No. Of Clients952
Clients Per Financial Advisor136
GRATUS WEALTH ADVISORS LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 952 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
- Other (ANNUAL RETAINER BASED)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 105240
Assets Under Management $468,661,197
No. Of Clients15
Clients Per Financial Advisor1
VANTAGE CONSULTING GROUP INC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $469M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 16 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (VCGI MAY ALSO PROVIDE ADVICE TO ENDOWMENTS, LTD PARTNERSHIPS, ADVICE/TRADING/ACCTG TO POOLED INVESTMENTS/AND SIGNAL STRATEGY)
QualificationsFirm CRD# 311248
Assets Under Management $299,962,729
No. Of Clients371
Clients Per Financial Advisor93
VIRGINIA WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 371 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 105618
Assets Under Management $292,322,759
No. Of Clients243
Clients Per Financial Advisor41
SPECTRUM FINANCIAL INC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 243 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 and/or small businesses
- Portfolio management for investment companies
- Other (ASSET ALLOCATION SERVICES)
QualificationsFirm CRD# 140796
Assets Under Management $195,912,606
No. Of Clients591
Clients Per Financial Advisor148
BAY CAPITAL ADVISORS, LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 591 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (PROJECT BASED CONSULTING; INVESTMENT ANALYSIS AND CORPORATE PLANNING)
QualificationsFirm CRD# 131854
Assets Under Management $182,858,303
No. Of Clients1
Clients Per Financial Advisor1
HUNDREDFOLD ADVISORS, LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $183M 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 companies
QualificationsFirm CRD# 160057
Assets Under Management $164,611,682
No. Of Clients714
Clients Per Financial Advisor143
WEALTHTRAK ADVISORS is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 714 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 115241
Assets Under Management $141,980,568
No. Of Clients524
Clients Per Financial Advisor524
COOK FINANCIAL DESIGNS, INC. is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 333013
Assets Under Management $105,535,801
No. Of Clients511
Clients Per Financial Advisor170
HENDERSON FINANCIAL GROUP LLC is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 511 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
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 327176
Assets Under Management $79,023,322
No. Of Clients801
Clients Per Financial Advisor89
APFORIA is a financial advisory firm situated in Virginia Beach, Virginia. With a nearly $79M assets under management, the firm specializes in crafting personalized retirement planning solutions for 801 clients. The team consists of 9 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
- Pesnsion consulting services
- Education 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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