Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Williamsburg, 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 Williamsburg, Virginia
Last Updated - October 7, 2024Williamsburg 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Williamsburg, 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
VERIFIEDDaniel R. Hill
CFP®, AIF®
Hill Wealth Strategies
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Williamsburg, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PBMARES WEALTH MANAGEMENT LLC 4801 Courthouse Street, Suite 128 Williamsburg, VA, 23188 | $971,417,267 | 2270 | 19 | A Percentage of AUM, Fixed Fees |
| 2 | BAY RIVERS GROUP WEALTH PARTNERS 5107 Center Street B1, Williamsburg, VA, 23188 | $189,746,674 | 775 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. 304 Bulifants Boulevard, Suite 101 Williamsburg, VA, 23188 | $139,281,819 | 568 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | JOSS BROWN WEALTH ADVISORS 1321 Jamestown Road, Suite 201, Williamsburg, VA, 23185 | $110,986,272 | 455 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Williamsburg, Virginia
QualificationsFirm CRD# 116218
Assets Under Management $971,417,267
No. Of Clients2270
Clients Per Financial Advisor119
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 2270 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 290095
Assets Under Management $189,746,674
No. Of Clients775
Clients Per Financial Advisor258
BAY RIVERS GROUP WEALTH PARTNERS is a financial advisory firm situated in Williamsburg, Virginia. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 775 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 173083
Assets Under Management $139,281,819
No. Of Clients568
Clients Per Financial Advisor284
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. 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 568 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 324719
Assets Under Management $110,986,272
No. Of Clients455
Clients Per Financial Advisor114
JOSS BROWN WEALTH ADVISORS is a financial advisory firm situated in Williamsburg, Virginia. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 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
- Selection of Other Advisors
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
- Retirement Planners in Arlington, Virginia
- Retirement Planners in Ashburn, Virginia
- Retirement Planners in Chesapeake, Virginia
- Retirement Planners in Fairfax, Virginia
- Retirement Planners in Falls Church, Virginia
- Retirement Planners in Leesburg, Virginia
- Retirement Planners in Mclean, Virginia
- Retirement Planners in Richmond, Virginia
- Retirement Planners in Vienna, Virginia
- Retirement Planners in Virginia Beach, Virginia
- Retirement Planners in Williamsburg, Virginia
Looking for more choices? Use our free match service to compare retirement planners serving your area.