Find a Financial Advisor in Glen Allen, VA

 

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

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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

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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 Glen Allen, VA


  • Financial Advisor Close to Glen Allen, 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 Glen Allen, 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 Glen Allen, VA

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

  • Population: 15,488
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $249,400
  • Average Monthly Housing Cost: $1,294
  • Average Household Income: $98,089
  • 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 Glen Allen, VA

 

CLARIS FINANCIAL, LLC

Website

(804) 935-3000

4510 Cox Rd.
Suite 302
Glen Allen, VA 23060

SEC#: 801-115295
Years in Business: 2 years

THE MAIN STREET GROUP

Website

(804) 270-4470

4510 Cox Road
Suite 102
Glen Allen, VA 23060

SEC#: 801-113192
Years in Business: 3 years

KINLOCH CAPITAL, LLC

Website

(804) 956-4550

4801 Cox Road
Suite 200
Glen Allen, VA 23060

SEC#: 801-115239
Years in Business: 2 years

CAPITOL SECURITIES MANAGEMENT, INC.

Website

(888) 612-1484

100 Concourse Blvd
Suite 101
Glen Allen, VA 23059

SEC#: 801-41033
Years in Business: 29 years

MILLENNIUM ADVISORY SERVICES, INC.

Website

(804) 346-1040

5340 Twin Hickory Road

Glen Allen, VA 23059

SEC#: 801-80969
Years in Business: 6 years

THE CAPITAL MANAGEMENT CORPORATION

Website

(804) 270-4000

4101 Cox Road
Suite 110
Glen Allen, VA 23060

SEC#: 801-13252
Years in Business: 44 years

RESURGENT FINANCIAL ADVISORS LLC

Website

(804) 521-6023

4128 Innslake Drive

Glen Allen, VA 23060

SEC#: 801-117725
Years in Business: 1 years

BAZIS YOUNG INVESTMENT GROUP, LLC

Website

(844) 303-1531

4870 Sadler Road
Suite 300
Glen Allen, VA 23060

SEC#: 801-107200
Years in Business: 5 years

TRUIST ADVISORY SERVICES, INC.

Website

(804) 923-8026

11011 West Broad Street
2nd Floor - Csg
Glen Allen, VA 23060

SEC#: 801-107729
Years in Business: 5 years

 


Glen Allen, VA Financial Advisor FAQs

The size and complexity of your financial affairs will definitely affect the hourly rate you're going to pay somebody. Typically, however, if you want a more immersive service with an advisor who can actually be there with you as part of your team on a regular basis then the cost is going to run upwards from several hundred dollars per hour up to as much as ten thousand dollars per hour sometimes.
Evaluate a financial advisor's background by asking what that person did before. A good rule of thumb is to ask the following questions: What were you doing before becoming registered? What education and training have you had? What kind of experience do you have in advising individuals concerning their finances and investments?
It depends on your situation. You should always be aware of what you are paying in fees, how many accounts you're paying for (since investing costs money), and the potential risk/reward ratio for each account.
Choosing the right financial advisor is important for both your mental and financial well-being. A good financial advisor should be knowledgeable about the whole gamut of finances, including investments, tax liabilities, retirement needs, insurance coverage, etc. Many people typically turn to their friends in order to weed out which ones are good with money because in general, people who can avoid bankruptcies don't tend to boast about them. Friends in nearby age brackets (especially if they've been through any major life changes like buying a home) are also good sources for referrals.