Alexandria, VA Financial Advisors and Resources



Financial Advisor Firms in Alexandria, VA


MCGINN INVESTMENT MANAGEMENT INC

Website

(703) 548-2555

277 S. Washington Street
Suite 340
Alexandria, VA 22314

SEC#: 801-40578
Years in Business: 29 years

KATZ FAMILY FINANCIAL ADVISORS, LLC

Website

(301) 961-6030

3307 Duke Street

Alexandria, VA 22314

SEC#: 801-81034
Years in Business: 6 years

MCLAUGHLIN RYDER INVESTMENTS, INC.

Website

(703) 684-9222

1421 Prince Street
Suite 200
Alexandria, VA 22314

SEC#: 801-107125
Years in Business: 5 years

UNION STREET PARTNERS LLC

Website

(703) 684-9222

1421 Prince Street
Suite 200
Alexandria, VA 22314

SEC#: 801-72120
Years in Business: 10 years

WESTBOURNE INVESTMENTS, INC.

Website

(703) 294-6880

2121 Eisenhower Ave Ste 605

Alexandria, VA 22314

SEC#: 801-36800
Years in Business: 31 years

DYSON CAPITAL ADVISORS, LLC

Website

(703) 518-6133

201 N. Union Street
Suite 300
Alexandria, VA 22314

SEC#: 801-71649
Years in Business: 11 years

4J WEALTH MANAGEMENT, LLC

Website

(703) 566-9573

320 King St.
Suite 10B
Alexandria, VA 22314

SEC#: 801-113972
Years in Business: 3 years

MONUMENT WEALTH MANAGEMENT

Website

(703) 504-9600

1701 Duke Street
Suite 425
Alexandria, VA 22314

SEC#: 801-76802
Years in Business: 9 years

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Website

(844) 408-4390

2000 Duke Street
Suite 275
Alexandria, VA 22314

SEC#: 801-77616
Years in Business: 8 years


How Retirement-Friendly is Alexandria, VA?

  • Population: 157,613
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $576,800
  • Average Monthly Housing Cost: $1,880
  • Average Household Income: $135,100
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)


Alexandria, VA Financial Advisor FAQs

There are two ways financial planners charge for their service; the first is by the hour, and the second is by a retainer. For hourly rates, you can expect to pay anywhere from $100-$250 per hour. Meanwhile if you choose to pay on a retainer basis, there are three different types of fees to consider: Hourly Deals, Set Monthly Fees, and Set Quarterly Fees.
Generally speaking, financial advisors are paid on either asset management fees (a fixed percentage deducted from the total gross earnings of your account) or on commission sales.
One factor to consider is the niche the advisor falls into. Some may specialize in Retirement Income Strategies for Baby Boomers, others may focus on Asset Management Strategies, and some focus on Hands-on Advice for Busy Women Entrepreneurs just starting out. Choose one that suits your needs best!
Financial advisors help investors by organizing and understanding their investments. Financial advisors offer advice on how to invest money, as well as prepare needed paperwork such as tax returns and completing transactions such as purchasing stocks for a client's account.