Find a Financial Advisor in Spotsylvania County, VA

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

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We Only Work With The Best Spotsylvania 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 Spotsylvania County, VA


  • Financial Advisor Close to Spotsylvania 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 Spotsylvania 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 Spotsylvania County, VA

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

  • Population: 132,833
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $289,300
  • Average Monthly Housing Cost: $1,527
  • Average Household Income: $106,814
  • 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 Spotsylvania County, VA

 

 


Spotsylvania County, VA Financial Advisor FAQs

Spotsylvania County is located in the central part of Virginia. It is bounded on the north by the Rappahannock River, on the east by Fredericksburg and Stafford counties, on the south by Caroline County, and on the west by Culpeper County. The top employer in Spotsylvania County, Virginia is the Department of Defense with over 12,000 employees and annual revenue of over $2.5 billion. Spotsylvania County is most well-known for its history and Civil War sites. The county has several battlefields and museums that commemorate the battles fought there. In addition, the county is home to a number of other historical attractions, including a presidential home and plantation. You want to work with the best, and that's why we handpick our financial advisors in Spotsylvania County, VA. Known as the "Crossroads of the Civil War," Spotsylvania County is rooted in history. It welcomes visitors to Civil War Battlefields and Historic Sites like as Chancellorsville, Fredericksburg, Spotsylvania Court House, and Wilderness. The county is bordered on the north by the Rappahannock and Rapidan rivers, the independent city of Fredericksburg, and the counties of Stafford and Culpeper; on the south by the North Anna River and its impoundment, Lake Anna, as well as the counties of Hanover and Louisa; on the west by Orange and Culpeper counties; and on the east by Caroline County. Financial advisors are essential in making sure you're taking the right steps for your financial future. Check out the links below to route you to financial advisors close by.

The first thing you should find out is what the advisor's qualifications are, where they learned these qualifications and what professional organization or school that they belong to. The advisor might have a CFP®, CIMA®, CRPS®* designation, which would mean they have been through an industry-recognized course of university-level education.

In a percentage-based fee, the advisor takes a set percentage from every purchase made by their client. In a commission based system, there's generally no additional payment until gain has been achieved from an item being purchased.

The person you choose should be someone who has their professional credentials and license in order, knowledgeable about not only finances but other related professional requirements, firm regulations, fiduciary duties, ethical standards of practice, and others.

Financial advisors are there to help guide people through different investments and provide information that can be critical for reaching goals or just making wise decisions about their personal wealth.