Find a Financial Advisor in Culpeper County, VA

 

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

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We Only Work With The Best Culpeper County 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 Culpeper County, VA


  • Financial Advisor Close to Culpeper County, 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 Culpeper County, 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 Culpeper County, VA

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

  • Population: 51,101
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $305,900
  • Average Monthly Housing Cost: $1,316
  • Average Household Income: $93,110
  • 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 Culpeper County, VA

 

 


Culpeper County, VA Financial Advisor FAQs

There is also the fee only plan, where brokers charge an hourly fee, and there is all-inclusive flat fee model where brokers charge either an hourly rate or on some other basis (usually an annual flat amount) and give advice on whatever service they see fit to provide to their clients.
Do you specialize in certain types of clients? There are some financial advisors who opt to work with a specific class of people. It would be best to choose someone who has experience working with people in your financial situation.
Answer: This is really a complicated question. It depends on the individual and their needs, as well as their risk appetite and willingness to take such risks.
Their duties include advising you how to report income, what investments to sell before year end (to avoid paying taxes), which account types (tax advantaged) may be best for your situation and estimating the potential tax due when you sell something.