Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Williamsburg has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Williamsburg, Virginia have an average of 21 years of experience.
Emily Robbins
CRPS®
Virginia Asset Group
Qualifications
CRD# 5578551
Firm CRD# 35371
Series 7, 66
Minimum Assets Required
Not Specified
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Daniel R. Hill
CFP®, AIF®
Hill Wealth Strategies
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Minimum Assets Required
$100,000
Not Specified
Fee-Only, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 4801 Courthouse Street, Suite 128 Williamsburg, VA, 23188 | $1,302,024,713 | 2685 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 5107 Center Street B1, Williamsburg, VA, 23188 | $272,555,910 | 846 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 304 Bulifants Boulevard, Suite 101 Williamsburg, VA, 23188 | $186,553,574 | 603 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 1321 Jamestown Road, Suite 201, Williamsburg, VA, 23185 | $139,322,250 | 535 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 116218
Assets Under Management $1,302,024,713
No. Of Clients2685
Clients Per Financial Advisor117
PBMARES WEALTH MANAGEMENT LLC is a financial advisory firm situated in Williamsburg, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2685 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290095
Assets Under Management $272,555,910
No. Of Clients846
Clients Per Financial Advisor212
BAY RIVERS GROUP WEALTH PARTNERS is a financial advisory firm situated in Williamsburg, Virginia. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 846 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173083
Assets Under Management $186,553,574
No. Of Clients603
Clients Per Financial Advisor302
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. is a financial advisory firm situated in Williamsburg, Virginia. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 603 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324719
Assets Under Management $139,322,250
No. Of Clients535
Clients Per Financial Advisor107
JOSS BROWN WEALTH ADVISORS is a financial advisory firm situated in Williamsburg, Virginia. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 535 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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