{ "path": "/advisors/va/virginia-beach/fee-only", "url": "https://advisorcensus.com/advisors/va/virginia-beach/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Virginia Beach, VA", "filters": {}, "scope_total": 24, "faq": [ { "q": "How many financial advisory firms are there in Virginia Beach, VA?", "a": "AdvisorCensus lists 74 investment advisory firms with a principal office in the Virginia Beach metro area, from Form ADV filings as of October 2026: 33 SEC-registered, 36 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Virginia Beach, VA?", "a": "24 of the 74 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Virginia Beach, VA offer financial planning?", "a": "54 of the 69 firms in Virginia Beach, VA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Virginia Beach, VA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 24 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 24 investment advisory firms with a principal office in the Virginia Beach metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Virginia Beach has 74 investment advisory firms with a principal office in the metro area as of October 2026: 33 SEC-registered, 36 state-registered, and 5 exempt reporting advisers. 24 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 29 report under $100 million in regulatory assets under management. The metro area has 707,408 households, 80,959 of them with income of $200,000 or more, or 1,094 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Virginia Beach, VA: 24 firms from Form ADV filings as of October 2026.", "total_firms": 24, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 6, "state": 18, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 24 }, { "code": "percentage_of_aum", "count": 23 }, { "code": "hourly", "count": 14 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 14 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 7 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 7 }, { "code": "20_plus", "count": 3 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 9 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 6 }, { "code": "500m_1b", "count": 0 }, { "code": "1b_5b", "count": 0 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 327176, "name": "Apforia", "name_as_filed": "APFORIA", "url": "https://advisorcensus.com/firm/apforia-virginia-beach-va-327176", "city": "Virginia Beach", "state": "VA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138257, "name": "Baker Asset Management, LLC", "name_as_filed": "BAKER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baker-asset-management-llc-newport-news-va-138257", "city": "Newport News", "state": "VA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335770, "name": "Capitol Landing Wealth", "name_as_filed": "CAPITOL LANDING WEALTH", "url": "https://advisorcensus.com/firm/capitol-landing-wealth-williamsburg-va-335770", "city": "Williamsburg", "state": "VA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318067, "name": "Courage Korving Miller Partners, LLC", "name_as_filed": "COURAGE KORVING MILLER PARTNERS, LLC", "url": "https://advisorcensus.com/firm/courage-korving-miller-partners-llc-norfolk-va-318067", "city": "Norfolk", "state": "VA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299239, "name": "Destiny Money Management", "name_as_filed": "DESTINY MONEY MANAGEMENT", "url": "https://advisorcensus.com/firm/destiny-money-management-mathews-va-299239", "city": "Mathews", "state": "VA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 116948, "name": "Edgewater Asset Management", "name_as_filed": "EDGEWATER ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/edgewater-asset-management-virginia-beach-va-116948", "city": "Virginia Beach", "state": "VA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336748, "name": "Haven Financial Partners LLC", "name_as_filed": "HAVEN FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/haven-financial-partners-llc-virginia-beach-va-336748", "city": "Virginia Beach", "state": "VA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131854, "name": "Hundredfold Advisors, LLC", "name_as_filed": "HUNDREDFOLD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hundredfold-advisors-llc-virginia-beach-va-131854", "city": "Virginia Beach", "state": "VA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324719, "name": "Joss Brown Wealth Advisors", "name_as_filed": "JOSS BROWN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/joss-brown-wealth-advisors-williamsburg-va-324719", "city": "Williamsburg", "state": "VA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152095, "name": "Korving & Company LLC", "name_as_filed": "KORVING & COMPANY LLC", "url": "https://advisorcensus.com/firm/korving-and-company-llc-suffolk-va-152095", "city": "Suffolk", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152879, "name": "Legacy Global Management, L.L.C.", "name_as_filed": "LEGACY GLOBAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/legacy-global-management-l-l-c-chesapeake-va-152879", "city": "Chesapeake", "state": "VA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 174638, "name": "Magnolia Lane Capital, LLC", "name_as_filed": "MAGNOLIA LANE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/magnolia-lane-capital-llc-newport-news-va-174638", "city": "Newport News", "state": "VA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126819, "name": "Montgomery Capital Management, LLC", "name_as_filed": "MONTGOMERY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/montgomery-capital-management-llc-newport-news-va-126819", "city": "Newport News", "state": "VA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 157164, "name": "Nautilus Financial Group, Inc.", "name_as_filed": "NAUTILUS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/nautilus-financial-group-inc-virginia-beach-va-157164", "city": "Virginia Beach", "state": "VA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 315129, "name": "Peacelink Financial Planning", "name_as_filed": "PEACELINK FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/peacelink-financial-planning-virginia-beach-va-315129", "city": "Virginia Beach", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165383, "name": "Planning Within Reach, LLC", "name_as_filed": "PLANNING WITHIN REACH, LLC", "url": "https://advisorcensus.com/firm/planning-within-reach-llc-virginia-beach-va-165383", "city": "Virginia Beach", "state": "VA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148542, "name": "Sandpiper Capital, LLC", "name_as_filed": "SANDPIPER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/sandpiper-capital-llc-norfolk-va-148542", "city": "Norfolk", "state": "VA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172232, "name": "Stages Planning Group, LLC", "name_as_filed": "STAGES PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/stages-planning-group-llc-virginia-beach-va-172232", "city": "Virginia Beach", "state": "VA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120640, "name": "Toner Asset Management Group, Inc.", "name_as_filed": "TONER ASSET MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/toner-asset-management-group-inc-virginia-beach-va-120640", "city": "Virginia Beach", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329211, "name": "Tyton Wealth", "name_as_filed": "TYTON WEALTH", "url": "https://advisorcensus.com/firm/tyton-wealth-norfolk-va-329211", "city": "Norfolk", "state": "VA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289012, "name": "Virginia Global Asset Management, LLC", "name_as_filed": "VIRGINIA GLOBAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/virginia-global-asset-management-llc-norfolk-va-289012", "city": "Norfolk", "state": "VA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311248, "name": "Virginia Wealth Management Group, Inc.", "name_as_filed": "VIRGINIA WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/virginia-wealth-management-group-inc-virginia-beach-va-311248", "city": "Virginia Beach", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308473, "name": "Wealthix Capital", "name_as_filed": "WEALTHIX CAPITAL", "url": "https://advisorcensus.com/firm/wealthix-capital-virginia-beach-va-308473", "city": "Virginia Beach", "state": "VA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108824, "name": "Wealthway Financial Advisors", "name_as_filed": "WEALTHWAY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/wealthway-financial-advisors-norfolk-va-108824", "city": "Norfolk", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": 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