Virginia · 3 advisers
Financial Advisors in Fredericksburg, Virginia
Looking for a financial advisor in Fredericksburg, Virginia? Falists indexes 3 SEC-registered and state-registered investment advisers in Fredericksburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $18.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$18.2M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fredericksburg
Ranked by AUM · Fees, team & specialties at a glance
THE RETIREMENT SMITH LLC
Fredericksburg, VA
AUM
$18.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(540) 371-9777
ALNA WEALTH MANAGEMENT
Fredericksburg, VA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
540-642-1204
FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC
Fredericksburg, VA
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Commissions
540-371-1177
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Common questions
- How many financial advisors are in Fredericksburg, Virginia?
- 3 registered investment advisers are listed in our Fredericksburg directory, sourced from public SEC filings.
- What types of advisors are in Fredericksburg?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Fredericksburg?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.