Prince William County, VA Financial Advisors and Resources



Financial Advisor Firms in Prince William County, VA


HERITAGE FINANCIAL LLC

Website

(703) 754-1233

7001 Heritage Village Plaza
Suite 190
Gainesville, VA 20155

SEC#: 801-114336
Years in Business: 2 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(703) 330-2404

7350 Heritage Village Plaza
#102
Gainesville, VA 20155

SEC#: 801-108114
Years in Business: 5 years

NORTHWEST FINANCIAL ADVISORS LLC

Website

(703) 709-5700

7500 Webb Drive

Gainesville, VA 20155

SEC#: 801-77994
Years in Business: 8 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(703) 330-2404

7350 Heritage Village Plaza
#102
Gainesville, VA 20155

SEC#: 801-108114
Years in Business: 5 years


How Retirement-Friendly is Prince William County, VA?

  • Population: 461,423
  • % of Population 62 Years and Over: 12.3%
  • Average Home Value: $387,100
  • Average Monthly Housing Cost: $1,918
  • Average Household Income: $127,287
  • 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.)


Prince William County, VA Financial Advisor FAQs

Here are the essential questions to ask before you hire a financial advisor. Is he a fiduciary? What qualifications does the advisor have? Is the fee to work with this professional an hourly rate, per meeting, or monthly retainer fee?
They get paid as a percentage of the assets that they manage on behalf of clients. Next, there's a flat fee for financial advice or as an hourly fee. The range is from about 0.5% to 1%.
A good starting point for those seeking someone to help them manage their finances is the Certified Financial Planner Board of Standards International website. This organization has outlined seven core principles to follow when hiring a professional who will be assisting you in achieving your financial goals.
Financial advisors are designed to complement your individual investing goals, risk tolerance, time horizon and other personal considerations.