Find a Financial Advisor in Great Falls, VA

 

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

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We Only Work With The Best Great Falls Financial Advisors


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

3rd Party Rankings

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 Great Falls, VA


  • Financial Advisor Close to Great Falls, 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 Great Falls, 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 Great Falls, VA

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

  • Population: 14,872
  • % of Population 62 Years and Over: 26.1%
  • Average Home Value: $1142,100
  • Average Monthly Housing Cost: $3,950
  • Average Household Income: $324,806
  • 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 Great Falls, VA

 

AOG WEALTH MANAGEMENT

Website

(703) 757-8020

10130-E Colvin Run Road

Great Falls, VA 22066

SEC#: 801-77736
Years in Business: 8 years

AUTUMN WIND ASSET MANAGEMENT INC

Website

(703) 757-3848

10132 Colvin Run Road, Suite G

Great Falls, VA 22066

SEC#: 801-79009
Years in Business: 7 years

COASTAL CAPITAL GROUP, INC.

Website

(978) 777-3116

524-B Springvale Road

Great Falls, VA 22066

SEC#: 801-87168
Years in Business: 6 years

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Website

(703) 759-7007

746 Walker Road
Suite 26
Great Falls, VA 22066

SEC#: 801-64376
Years in Business: 16 years

 


Great Falls, VA Financial Advisor FAQs

Finding a financial advisor can be quite difficult to do without asking friends and family for their opinion. There are many ways people find advisors; one of the most common is through publicly available websites like LinkedIn or Indeed.
When selecting a financial advisor, you should take into consideration how they will be compensated and what to expect in terms of commission or fee structures.
Financial advisors typically cost around 1% of the client's assets under management.
Financial planners are professionals who specialize in assessing how to use all available resources to create financial stability for their clients. They offer planning, assessment, and advice so that their client's needs will be met.