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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 - May 23, 2024

Williamsburg has 2 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.

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List of Qualified Retirement Planning Advisors in Williamsburg, 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

Daniel 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

Top 4 Retirement Planning firms in Williamsburg, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PBMARES WEALTH MANAGEMENT LLC
4801 Courthouse Street, Suite 128
Williamsburg, VA, 23188
$971,417,267227019
A Percentage of AUM, Fixed Fees
2
BAY RIVERS GROUP WEALTH PARTNERS
5107 Center Street B1,
Williamsburg, VA, 23188
$189,746,6747753
A Percentage of AUM, Hourly charges, Fixed Fees
3
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
304 Bulifants Boulevard, Suite 101
Williamsburg, VA, 23188
$139,281,8195682
A Percentage of AUM, Hourly charges, Fixed Fees
4
JOSS BROWN WEALTH ADVISORS
1321 Jamestown Road, Suite 201,
Williamsburg, VA, 23185
$110,986,2724554
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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