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Find Retirement Advisors for Retirement Planning in Winchester, 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 Winchester, Virginia
Last Updated - April 17, 2024Winchester has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Winchester, Virginia have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Winchester, Virginia
VERIFIEDFrank Barkanic
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDKevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Minimum Assets Required
$500,000
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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDScott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Winchester, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BUTTONWOOD WEALTH 27 West Boscawen Street, Winchester, VA, 22601 | $234,040,844 | 780 | 6 | A Percentage of AUM, Hourly charges, Other (THIRD PARTY REFERRAL FEES) |
| 2 | WATER STREET FINANCIAL LLC 335 Westside Station Drive, Winchester, VA, 22601 | $147,272,207 | 542 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Winchester, Virginia
QualificationsFirm CRD# 305896
Assets Under Management $234,040,844
No. Of Clients780
Clients Per Financial Advisor130
BUTTONWOOD WEALTH is a financial advisory firm situated in Winchester, Virginia. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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
- Other (THIRD PARTY REFERRAL FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 314822
Assets Under Management $147,272,207
No. Of Clients542
Clients Per Financial Advisor68
WATER STREET FINANCIAL LLC is a financial advisory firm situated in Winchester, Virginia. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 542 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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