Financial Advisors of Virginia
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,044,564
Total clients
38
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
38
Average account size
$1,474,857
About
Financial Advisors of Virginia is a small, state-registered independent advisory firm that serves individuals, small businesses, trusts, and estates. It provides personalized financial planning and investment management services — including retirement, education, tax and estate planning, cash flow analysis, insurance review, and ongoing portfolio monitoring — and typically begins with a complimentary exploratory meeting.
The firm constructs customized portfolios using strategic asset allocation with a buy-and-hold orientation and global diversification, drawing on fundamental, technical, charting, and cyclical analysis and conducting periodic (generally quarterly) account reviews. All client accounts are managed on a non-discretionary basis, so trades are implemented only after client approval, which the brochure notes limits opportunities for order aggregation.
Noteworthy for its peer group, the firm’s advisory personnel also function as registered representatives of a broker-dealer and as licensed insurance agents and may receive commissions for insurance and certain non-advisory product sales; the brochure discloses this potential conflict and states the firm does not charge commissions to fee clients on assets covered by its advisory agreement. The firm also reports that essentially all assets under management are non-discretionary and that it leverages the affiliated broker-dealer platform for custody, trading technology, and operational efficiency.
Client services
Expertise
Fee options
Retainer agreements negotiated fixed fee covering all asset management and planning services
$0 - $99,999: 1.5% $100,000 - $499,999: 1.0% $500,000 - $999,999: 0.75% $1,000,000+: 0.5%
Clerical work $50/hour; Professional services $150/hour
Fee-only: Negotiated fees for financial planning services; example ranges: Basic planning $250 to $500; Advanced planning $500 to $1000; Retainer agreements negotiated fixed fee; Hourly rates $50 for clerical, $150 for professional services
Main office location
Financial Advisors of Virginia
Midlothian VA, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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