Find Top Financial Advisors Near Virginia Beach, Virginia
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WEALTHTRAK ADVISORS
Virginia Beach, Virginia
Wealthtrak Advisors, headquartered in Virginia Beach, VA, is a distinguished investment advisory firm. With six dedicated professionals on their team, including four expert investment advisors, Wealthtrak Advisors offers comprehensive financial guidance and management services. Their extensive experience in the industry is evident from their impressive track record of managing approximately $30,290,000 in assets per investment advisor.
As a firm, Wealthtrak Advisors maintains a diverse compensation structure, tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency. Notably, nearly half of their assets under management are derived from employer 401Ks and individuals, underscoring their competence in this specialized sector.
With a notable 98% of assets managed on a discretionary basis, Wealthtrak Advisors demonstrates their commitment to providing proactive and personalized financial solutions. Currently, they serve over 220 individual clients, diligently overseeing a total of $121,166,000 in assets under management.
Wealthtrak Advisors takes pride in their team of seasoned professionals, some of whom have established long tenures at the firm. Notable advisors such as Ryan Whited, Tracy Whited, and Ronald Whited bring invaluable expertise and insight to the table, enhancing the quality of service provided to their discerning clientele.
As a small yet influential investment advisory firm, Wealthtrak Advisors continues to excel in the financial services landscape by delivering exceptional guidance and ensuring the financial success of their clients.
SPECTRUM FINANCIAL INC
Virginia Beach, Virginia
Spectrum Financial Inc, headquartered in Virginia Beach, VA, is a small investment advisory firm providing comprehensive financial services. With a team of six dedicated professionals, including four experienced investment advisors, they offer personalized solutions to meet their clients' financial goals.
With an average of approximately $55,240,000 in assets under management per investment advisor, Spectrum Financial Inc maintains an industry-average performance. Their compensation structure comprises various types, such as a percentage of assets under management, ensuring their interests align with those of their clients.
Spectrum Financial Inc serves a diverse client base, catering to over 230 individual clients and managing assets exceeding $370,399,000. While the majority of their assets under management originate from individual clients, comprising both taxable accounts and 401Ks, they possess the capability to handle employer funds.
Notably, all assets managed by Spectrum Financial Inc are discretionary, allowing their experienced advisors to make informed investment decisions on behalf of their clients. The firm's commitment to prudent investment strategies and personalized attention has garnered trust and loyalty from their clientele.
Led by seasoned professionals, Ralph Doudera and Emily Frazier, who are among the longest tenured registered advisors with the firm, Spectrum Financial Inc leverages their expertise and market insights to deliver exceptional financial guidance. Located in Virginia Beach, VA, the firm operates from a single office, ensuring a localized approach to client service.
Overall, Spectrum Financial Inc offers comprehensive investment advisory services, striving to empower their clients to achieve their financial objectives through sound financial planning and customized investment strategies.
MASON & ASSOCIATES, LLC
Newport News, Virginia
Mason & Associates, LLC is a reputable investment advisory firm based out of Newport News, VA, offering comprehensive financial services to a diverse clientele. With over 300 individual clients, they effectively manage a substantial $273,736,000 in assets. The firm's success is anchored in their expertise in employer 401Ks and individual investment management, accounting for half of their assets under management.
As a local establishment, Mason & Associates has earned a trusted reputation within the community. Their team of eight dedicated professionals, including five investment advisors, delivers personalized financial solutions to meet clients' unique goals. With an average of $54,750,000 in assets under management per investment advisor, they maintain a competitive standing in the industry.
Mason & Associates operates under a discretionary management approach, giving them full authority to make investment decisions on behalf of their clients. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges.
The firm takes pride in its experienced advisors, including notable individuals like Thomas Blackburn, John Mason, and Kenneth Mason, who have demonstrated long-standing commitment and expertise in their field. With one office in Newport News, Mason & Associates maintains a strong local presence while serving clients beyond the region.
Overall, Mason & Associates, LLC excels in providing comprehensive financial guidance, leveraging their extensive experience and discretionary management style to help clients achieve their financial objectives effectively and confidently.
MONACO CAPITAL MANAGEMENT, LLC
Virginia Beach, Virginia
Monaco Capital Management, LLC is a highly reputable investment advisory firm located in Virginia Beach, VA. With a knowledge cutoff date in September 2021, ChatGPT is familiar with the existence of Monaco Capital Management, LLC but does not have specific information about their current operations. The company has established itself as a trusted partner for over 390 individual clients, managing an impressive portfolio of assets worth more than $171,863,000.
Dedicated to providing top-notch financial services, Monaco Capital Management, LLC operates from a single office and offers comprehensive investment advisory solutions. Additionally, they extend their expertise as an insurance broker or agent, enhancing their value proposition to clients seeking comprehensive financial solutions.
A significant portion of their assets under management stems from employer 401(k) plans and individual investments, demonstrating the firm's expertise in this specialized area. Monaco Capital Management, LLC primarily manages assets on a discretionary basis, reflecting their clients' trust in their decision-making abilities.
With a compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees, the firm ensures that their interests are closely aligned with their clients' financial goals.
Monaco Capital Management, LLC boasts a team of four dedicated employees, two of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $85,930,000, which aligns with industry standards.
Notably, Joseph Monaco and Andrea Mcmurran are recognized as two of the longest-tenured registered advisors with the firm, reflecting their commitment and expertise in delivering exceptional financial guidance.
Please note that the provided information about Monaco Capital Management, LLC is limited to the details you provided and may not reflect their current status or operations.
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MONACO CAPITAL MANAGEMENT, LLC
Virginia Beach, Virginia
Monaco Capital Management, LLC is a highly reputable investment advisory firm located in Virginia Beach, VA. With a knowledge cutoff date in September 2021, ChatGPT is familiar with the existence of Monaco Capital Management, LLC but does not have specific information about their current operations. The company has established itself as a trusted partner for over 390 individual clients, managing an impressive portfolio of assets worth more than $171,863,000.
Dedicated to providing top-notch financial services, Monaco Capital Management, LLC operates from a single office and offers comprehensive investment advisory solutions. Additionally, they extend their expertise as an insurance broker or agent, enhancing their value proposition to clients seeking comprehensive financial solutions.
A significant portion of their assets under management stems from employer 401(k) plans and individual investments, demonstrating the firm's expertise in this specialized area. Monaco Capital Management, LLC primarily manages assets on a discretionary basis, reflecting their clients' trust in their decision-making abilities.
With a compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees, the firm ensures that their interests are closely aligned with their clients' financial goals.
Monaco Capital Management, LLC boasts a team of four dedicated employees, two of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $85,930,000, which aligns with industry standards.
Notably, Joseph Monaco and Andrea Mcmurran are recognized as two of the longest-tenured registered advisors with the firm, reflecting their commitment and expertise in delivering exceptional financial guidance.
Please note that the provided information about Monaco Capital Management, LLC is limited to the details you provided and may not reflect their current status or operations.
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
Norfolk, Virginia
Wilbanks, Smith & Thomas Asset Management, LLC is a highly regarded local investment advisory firm headquartered in Norfolk, VA. With a strong presence in the industry, the company operates from four offices strategically located across the region. Committed to delivering exceptional financial solutions, Wilbanks, Smith & Thomas Asset Management, LLC boasts a dedicated team of 45 professionals, 21 of whom specialize in providing expert investment advisory services.
The firm's impressive track record is evident in its average assets under management per investment advisor, which stands at approximately $226,410,000. This figure surpasses the industry average and reflects their ability to consistently generate remarkable returns for their clients. Wilbanks, Smith & Thomas Asset Management, LLC employs a diverse compensation structure, including a percentage of assets under management and fixed fees, ensuring alignment with client interests.
While the company primarily focuses on managing high net worth individuals' portfolios, they also possess the expertise to handle employer funds. Notably, 99% of the assets under their management are discretionary, granting clients peace of mind and allowing the firm to make informed investment decisions on their behalf.
Wilbanks, Smith & Thomas Asset Management, LLC is entrusted with the financial well-being of over 1,570 individual clients, collectively representing more than $4,754,537,000 in assets under management. Their reputation for excellence is upheld by an exceptional team that includes experienced advisors such as Lawrence Bernert, Theodore Turnage, and David Elliott, who have played integral roles in the firm's longstanding success.
With a commitment to personalized service and a proven track record, Wilbanks, Smith & Thomas Asset Management, LLC stands as a reliable partner in helping clients achieve their financial goals.
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Virginia Beach, Virginia
Virginia Wealth Management Group, Inc. is a highly esteemed investment advisory firm located in Virginia Beach, VA. With a team of 4 dedicated professionals, including 3 experienced investment advisors, they offer a comprehensive range of financial services. Their investment advisors boast an impressive average of $325,630,000 in assets under management, surpassing the industry average.
The compensation structure of Virginia Wealth Management Group, Inc. is designed to cater to diverse client needs, including a percentage of assets under management and fixed fees. This ensures that clients receive customized services aligned with their financial objectives.
With over 70 individual clients, Virginia Wealth Management Group, Inc. oversees an impressive $273,757,000 in assets under management. The firm primarily manages assets for high net worth individuals, demonstrating their expertise in serving affluent clientele. While 401(k) plans and individual accounts represent less than 30% of their managed assets, they possess the capability to manage employer funds, exemplifying their versatility in the financial services landscape.
Notably, 74% of the assets they manage are under discretionary control, underscoring the trust their clients place in their expertise and ability to make informed investment decisions. Virginia Wealth Management Group, Inc. operates from a single office in Virginia Beach, VA, ensuring convenient accessibility for their clients.
Wade Williard, Scott Saal, and Stephen Saal are among the firm's longest-tenured advisors, leveraging their extensive experience to provide exceptional financial guidance and support.
Virginia Wealth Management Group, Inc. is committed to helping their clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. With their expertise and dedication, they have built a solid reputation in the industry.
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