Find a Financial Advisor in Charlottesville, VA

 

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We did the hard work of finding trustworthy partners in Charlottesville, VA.

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We Only Work With The Best Charlottesville Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Charlottesville, VA


  • Financial Advisor Close to Charlottesville, VA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Charlottesville, VA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Charlottesville, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Charlottesville financial advisors.
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How Retirement-Friendly is Charlottesville, VA?

  • Population: 47,096
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $307,700
  • Average Monthly Housing Cost: $1,189
  • Average Household Income: $93,251
  • 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.)



The Top Financial Advisor Firms in Charlottesville, VA

 

INVESTURE, LLC

Website

(434) 220-0280

455 2nd Street Se
Suite 100
Charlottesville, VA 22902

SEC#: 801-62689
Years in Business: 17 years

HARREN EQUITY PARTNERS, LLC

Website

(434) 245-5800

The Gleason Building
200 Garrett Street, Suite F
Charlottesville, VA 22902

SEC#: 801-74107
Years in Business: 9 years

REDE WEALTH, LLC

Website

(434) 974-3500

600 Peter Jefferson Parkway
Suite 250
Charlottesville, VA 22911

SEC#: 801-80719
Years in Business: 7 years

EMERGENT FINANCIAL SERVICES, LLC.

Website

(434) 260-1690

310 Old Ivy Way Ste 302
Suite 302
Charlottesville, VA 22903

SEC#: 801-114160
Years in Business: 3 years

DARRELL & KING, LLC

Website

(434) 977-7010

410 White Gables Ln

Charlottesville, VA 22903

SEC#: 801-74976
Years in Business: 9 years

OLD DOMINION CAPITAL MANAGEMENT INC.

Website

(434) 977-1550

200 Garrett Street
Suite L
Charlottesville, VA 22902

SEC#: 801-33743
Years in Business: 33 years

MAROTTA WEALTH MANAGEMENT, INC.

Website

(434) 244-0000

1000 Ednam Center
Suite 200
Charlottesville, VA 22903

SEC#: 801-62848
Years in Business: 17 years

A. N. CULBERTSON & COMPANY, INC.

Website

(434) 972-7766

One Boars Head Pointe
Suite 101
Charlottesville, VA 22903

SEC#: 801-43581
Years in Business: 28 years

SOLITUDE FINANCIAL SERVICES, INC.

Website

(434) 218-2201

670 Berkmar Circle
Suite # 1A
Charlottesville, VA 22901

SEC#: 801-117235
Years in Business: 2 years

 


Charlottesville, VA Financial Advisor FAQs

It's really hard to give a one-size-fits-all answer, because what financial advisors do can vary greatly by situation. Financial advisor fees are typically charged in hourly rates, which means they won't tell you the cost of their services up front. They'll either charge by the hour or based on percentage of your investment portfolio balance multiplied by an agreed upon time period.
Their responsibilities can range from a number of things. They may be the person who informs the client of taxes, life events, estate planning and be in control of all types of investments.
The first question to ask a financial advisor is how he or she processes your information and figures out what financial products fit you best.
Yes. If you are not skilled at financial planning or investing, then it is wise to hire someone who knows what they're doing and will be able to advise you properly on your finances.