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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 15, 2025

Virginia 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

advisor
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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

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advisor
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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

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advisor
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Nicholas 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

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Top 14 Retirement Planning firms in Virginia Beach, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

192 Ballard Court, Suite 400
Virginia Beach, VA, 23462
$2,880,025,369426123
A percentage of AUM, Hourly charges, Fixed fees
2

477 Viking Drive, Suite 305
Virginia Beach, VA, 23452
$1,570,635,977290441
A percentage of AUM, Hourly charges
3

1 Columbus Center, 283 Constitution Drive, Suite 100
Virginia Beach, VA, 23462
$637,181,6494449
A percentage of AUM, Fixed fees
4

440 Viking Drive, Suite 200,
Virginia Beach, VA, 23452
$625,592,43915997
A percentage of AUM, Hourly charges, Fixed fees
5

192 Ballard Ct, Ste 101
Virginia Beach, VA, 23462
$590,603,6119527
A percentage of AUM, Hourly charges, Fixed fees, Other (ANNUAL RETAINER BASED)
6

3500 Pacific Ave,
Virginia Beach, VA, 23451
$468,661,1971516
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
$299,962,7293714
A percentage of AUM, Hourly charges, Fixed fees
8

272 Bendix Road, Ste 600,
Virginia Beach, VA, 23452
$292,322,7592436
A percentage of AUM, Other (SERVICE FEE/SUB ADVISORY FEE)
9

582 Lynnhaven Parkway, Suite 302
Virginia Beach, VA, 23452
$195,912,6065914
A percentage of AUM, Hourly charges, Fixed fees
10

272 Bendix Road, Ste. 600
Virginia Beach, VA, 23452
$182,858,30312
A percentage of AUM
11

4536 Bonney Road,
Virginia Beach, VA, 23462
$164,611,6827145
A percentage of AUM, Hourly charges, Fixed fees
12

1060 Laskin Road, Suite 25b
Virginia Beach, VA, 23451
$141,980,5685241
Fixed fees
13

One Columbus Center, Ste 540
Virginia Beach, VA, 23462
$105,535,8015113
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
14

582 Lynnhaven Parkway, Ste 101
Virginia Beach, VA, 23452
$79,023,3228019
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
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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
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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
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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
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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
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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)
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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
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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)
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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)
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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
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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
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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
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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
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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
View Full Profile

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