# Virginia Estate and Retirement Planning Advisors, Inc.

> Virginia Estate and Retirement Planning Advisors, Inc. is a state-registered investment advisory firm in Glen Allen, VA, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 151510
- Filed as: VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151510
- AdvisorCensus page: https://advisorcensus.com/firm/virginia-estate-and-retirement-planning-advisors-inc-glen-allen-va-151510

## Quick answers

**How is Virginia Estate and Retirement Planning Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Virginia Estate and Retirement Planning Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Virginia Estate and Retirement Planning Advisors, Inc. located?**
Virginia Estate and Retirement Planning Advisors, Inc.'s principal office is in Glen Allen, VA, according to its Form ADV.

**Is Virginia Estate and Retirement Planning Advisors, Inc. registered with the SEC or a state?**
Virginia Estate and Retirement Planning Advisors, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151510.

**How much does Virginia Estate and Retirement Planning Advisors, Inc. manage?**
Virginia Estate and Retirement Planning Advisors, Inc. reports $103,396,796 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (99% discretionary).

**What types of clients does Virginia Estate and Retirement Planning Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (40).

**Does Virginia Estate and Retirement Planning Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151510

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $103,396,796
- Discretionary: $101,850,774
- Non-discretionary: $1,546,022

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $64,106,014 |
| High net worth individuals | 40 | $39,290,782 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [financialplannersvirginia.com](https://financialplannersvirginia.com)
- [myverpa.com](https://myverpa.com)
- Facebook @MYVERPA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virginia Estate and Retirement Planning Advisors, Inc. (CRD 151510): Form ADV filing data as of October 2026.