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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 - June 18, 2024

Virginia 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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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

Top 11 Retirement Planning firms in Virginia Beach, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
THE ASCENT GROUP, LLC
192 Ballard Court, Suite 400
Virginia Beach, VA, 23462
$2,526,906,387507730
A Percentage of AUM, Hourly charges, Fixed Fees
2
FINANCIAL SECURITY ADVISORY INC
477 Viking Drive, Suite 305
Virginia Beach, VA, 23452
$1,315,631,987237645
A Percentage of AUM, Hourly charges
3
VANTAGE CONSULTING GROUP INC
3500 Pacific Ave,
Virginia Beach, VA, 23451
$1,109,499,0191719
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
$506,557,4154408
A Percentage of AUM, Hourly charges, Fixed Fees
5
BEACON HARBOR WEALTH ADVISORS
440 Viking Drive, Suite 200,
Virginia Beach, VA, 23452
$483,457,99313867
A Percentage of AUM, Hourly charges, Fixed Fees
6
SPECTRUM FINANCIAL INC
272 Bendix Road, Ste 600,
Virginia Beach, VA, 23452
$370,399,0552536
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
$273,756,9843524
A Percentage of AUM, Hourly charges, Fixed Fees
8
HUNDREDFOLD ADVISORS, LLC
272 Bendix Road, Ste. 600
Virginia Beach, VA, 23452
$249,600,00012
A Percentage of AUM
9
MONACO CAPITAL MANAGEMENT, LLC
448 Viking Drive, Suite 230
Virginia Beach, VA, 23452
$171,862,56310453
A Percentage of AUM, Hourly charges, Fixed Fees
10
WEALTHTRAK ADVISORS
4536 Bonney Road,
Virginia Beach, VA, 23462
$121,166,3496186
A Percentage of AUM, Hourly charges, Fixed Fees
11
APFORIA
582 Lynnhaven Parkway, Ste 101
Virginia Beach, VA, 23452
$30,696,4703423
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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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