Find a Financial Advisor in Chesapeake, VA

 

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

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We Only Work With The Best Chesapeake 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 Chesapeake, VA


  • Financial Advisor Close to Chesapeake, 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 Chesapeake, 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 Chesapeake, VA

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

  • Population: 239,982
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $277,800
  • Average Monthly Housing Cost: $1,469
  • Average Household Income: $97,038
  • 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 Chesapeake, VA

 

TULL FINANCIAL GROUP, INC.

Website

(757) 436-1122

640 Independence Parkway
Suite 300
Chesapeake, VA 23320

SEC#: 801-61759
Years in Business: 18 years

FIRST COMMAND ADVISORY SERVICES

Website

(757) 548-9972

1214 Progressive Drive
Suite 200
Chesapeake, VA 23320

SEC#: 801-56942
Years in Business: 16 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(757) 250-4033

870 Greenbrier Circle
Suite 405
Chesapeake, VA 23320

SEC#: 801-63771
Years in Business: 16 years

FIRST COMMAND ADVISORY SERVICES

Website

(757) 548-9972

1214 Progressive Drive
Suite 200
Chesapeake, VA 23320

SEC#: 801-56942
Years in Business: 16 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(757) 549-1035

1107 Eden Square

Chesapeake, VA 23320

SEC#: 801-28543
Years in Business: 34 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(757) 596-3276

860 Greenbrier Circle
Ste 200
Chesapeake, VA 23320

SEC#: 801-108179
Years in Business: 5 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(757) 250-4033

870 Greenbrier Circle
Suite 405
Chesapeake, VA 23320

SEC#: 801-63771
Years in Business: 16 years

AE WEALTH MANAGEMENT, LLC

Website

(757) 961-0700

860 Greenbrier Circle
Suite 305
Chesapeake, VA 23320

SEC#: 801-107319
Years in Business: 5 years

AE WEALTH MANAGEMENT, LLC

Website

(757) 961-0700

860 Greenbrier Circle
Suite 305
Chesapeake, VA 23320

SEC#: 801-107319
Years in Business: 5 years

 


Chesapeake, VA Financial Advisor FAQs

Financial advisors cost anywhere between $200 to $125 per hour. You can also pay someone on an ad-hoc basis for specific tasks like investment planning or estate planning, which usually cost somewhere around $5,000 for a day of work. The final price will depend on the complexity of your financial situation and the advisor's level of expertise with you needs.
Financial advisors work with clients to provide financial advice on some aspect of the client's finances. This could be budgeting, insurance, tax preparation, or retirement saving.
One question you can ask may be What would you do if I were at retirement right now? This will help make sure they're thinking about long-term effects of their decisions (and not just bouncing back after the financial crisis).
If the goal is to grow your wealth, yes! People are good at picking stocks. Of course, there are exceptions, but generally people will do better on their own whether it be selecting individual stocks or investing in an index fund.