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Credentials
Series 66
Experience Industry experience
25 years
Location
Fredericksburg, VA 22401-5801
Davenport & Company LLC
Enterprise
Eden Coltrane is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm manages multiple mutual funds and employs a team-based approach to portfolio management across various account types.
Based on Davenport & Company LLC
Based on Davenport & Company LLC
Financial Planning fees maximums tiered: Single Topic Analysis up to $250, Tier 1 up to $500, Tier 2 up to $1,500, Tier 3 up to $3,000, Tier 4 up to $5,000, Tier 5 up to $10,000. Flat fees may be negotiated for Flexible Retirement Account Consulting and Investment Consulting Services.
$0 - $1,000,000: 1.50% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $1,000,000 - $5,000,000: 1.25% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $5,000,000+: 1.00% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $0 - $1,000,000: 0.40% (Wrap Fee Fixed-Income Only Accounts) $1,000,000 - $5,000,000: 0.30% (Wrap Fee Fixed-Income Only Accounts) $5,000,000+: 0.20% (Wrap Fee Fixed-Income Only Accounts) $0 - $1,000,000: 0.75% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $1,000,000 - $5,000,000: 0.50% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $5,000,000+: 0.30% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $0 - $1,000,000: 1.25% (Wrap Fee - ETFAdvisor and FundAdvisor) $1,000,000 - $5,000,000: 1.00% (Wrap Fee - ETFAdvisor and FundAdvisor) $5,000,000+: 0.75% (Wrap Fee - ETFAdvisor and FundAdvisor) $0 - $1,000,000: 1.50% (Wrap Fee - ManagerSelect) $1,000,000 - $5,000,000: 1.25% (Wrap Fee - ManagerSelect) $5,000,000+: 1.00% (Wrap Fee - ManagerSelect) $0 - $1,000,000: 2.50% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.50% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $0 - $250,000: 1.50% (Wrap Fee - Portfolio Management Account) $250,000 - $1,000,000: 1.25% (Wrap Fee - Portfolio Management Account) $1,000,000 - $2,000,000: 1.00% (Wrap Fee - Portfolio Management Account) $2,000,000+: 0.75% (Wrap Fee - Portfolio Management Account) $0 - $250,000: 1.25% (Fee and/or Commission - Portfolio Management Account) $250,000 - $1,000,000: 1.00% (Fee and/or Commission - Portfolio Management Account) $1,000,000 - $2,000,000: 0.75% (Fee and/or Commission - Portfolio Management Account) $2,000,000+: 0.50% (Fee and/or Commission - Portfolio Management Account) $0 - $200,000: 0.50% (Fee and/or Commission - Portfolio Review) $200,000 - $1,000,000: 0.25% (Fee and/or Commission - Portfolio Review) $1,000,000+: 0.10% (Fee and/or Commission - Portfolio Review) $0+: 1.25% (Fee and/or Commission - Davenport Managed Assets Program) $0 - $1,000,000: 1.00% (Wrap Fee - Donor Advised Program Core Leaders, Value & Income, Equity Opportunities) $1,000,000+: 0.75% (Wrap Fee - Donor Advised Program Core Leaders, Value & Income, Equity Opportunities) $0+: 0.75% (Wrap Fee - Donor Advised Program FundAdvisor, ETFAdvisor, Charitable Allocation Strategies) $0 - $1,000,000: 0.40% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $1,000,000 - $5,000,000: 0.30% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $5,000,000+: 0.20% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $0 - $1,000,000: 0.50% (RetirementAdvisor Education & Service and Investment Advisory) $1,000,000 - $5,000,000: 0.35% (RetirementAdvisor Education & Service and Investment Advisory) $5,000,000+: 0.25% (RetirementAdvisor Education & Service and Investment Advisory) $0 - $2,000,000: 1.00% (Flexible Retirement Account Consulting standard asset based fee) $2,000,000 - $4,000,000: 0.75% (Flexible Retirement Account Consulting standard asset based fee) $4,000,000 - $5,000,000: 0.60% (Flexible Retirement Account Consulting standard asset based fee) $5,000,000+: 0.40% (Flexible Retirement Account Consulting standard asset based fee)
Fee and/or Commission (advance or arrears) cost options with negotiated commissions, minimum $85 per transaction (minimum may be waived sometimes). Flexible Managed Account III commission only with $85 minimum commission.
Hourly fees may be negotiated for Investment Consulting Services (no specific amounts stated).
Private Funds advised by Davenport charge performance-based incentive fees (amounts not specified).
Account minimum: $25,000 Minimum fee: $40 minimum fee or rebate applied for flow fees in wrap and fee/commission accounts Fee-only: Flexible Managed Account I: 2.50% on most assets, 2.00% on mutual funds; Portfolio Review: 0.50% for first $200k down to 0.10% above $1M; Flexible Retirement Account Consulting negotiable fees; Financial Planning maximum fees from $250 to $10,000
Fredericksburg, VA
904 Princess Anne Street, Suite 102
Fredericksburg VA 22401-5801
Advisors at this office
6
Virginia
25 years of industry experience
Davenport & Company LLC
2000 - Present • 26 years
Fredericksburg, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Stafford, VA
Lionheart Financial Planning, Inc.
Richard Gardner is a CFP® and Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at Lionheart Financial Planning, Inc. since 2004. Lionheart Financial Planning, Inc. is an independent, fee-only firm serving individuals, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, emphasizing written plans, investment policy statements, and quarterly reporting, with a core-and-satellite investment approach that primarily uses passive index and ETF holdings.
Series 63, Series 65
Fredericksburg, VA
Petra Wealth Management
David Thompson is a financial advisor at Petra Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sovereign Capital Vantage, Inc. for five years. Outside of finance, he was involved with Prestige Ballroom LLC for seven years. Petra Wealth Management is a fee-only registered investment adviser serving individuals, trusts, small businesses, and a diverse range of institutional and nonprofit clients. The firm develops client-specific investment policies and manages portfolios on a discretionary basis, combining fundamental and technical analysis while offering extensive planning services including business planning, divorce financial analysis, and estate planning support.
CFP®, Series 65
Fredericksburg, VA
Formynder Wealth Management, LLC
Omen Quelvog is a CFP® and Series 65-registered financial advisor with two years of industry experience. He is the sole advisor at Formynder Wealth Management, LLC and previously served 25 years in the United States Marine Corps. Formynder Wealth Management provides financial planning and discretionary investment management to individuals, including high-net-worth clients. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, primarily using passive vehicles, and offers tailored portfolios including socially responsible investing options.
Series 63
Fredericksburg, VA
Fredericksburg Financial Planning Services, Inc
Virgil Folden is a financial advisor with Fredericksburg Financial Planning Services, Inc. in Fredericksburg, VA, holding a Series 63 designation and over 43 years of industry experience. He has worked at Saxony Securities and Sandlapper Securities, and has been involved with Fredericksburg Financial Services since 1982. Outside of advisory work, he serves as a Board Chairman for the Spotsylvania County Board of Equalization, is President of the Finance Committee at Trinity Episcopal Church, and coaches middle school football. Fredericksburg Financial Planning Services serves individual clients, including high-net-worth individuals and business owners, providing comprehensive financial planning in areas such as retirement, tax, risk management, and estate planning. The firm takes a long-term investment approach, offering clients choice in transaction execution without taking custody of assets or using percentage-of-assets billing. The principal also provides tax preparation and financial analysis for divorce cases, combining advisory services with product sales in a manner uncommon among independent solo advisors.
Series 63, Series 65
Stafford, VA
The Financial T
Quiltina Smith is a financial advisor with The Financial T, LLC, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. She previously worked at First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning. The Financial T serves individual clients and employer plan sponsors, focusing on non-discretionary portfolio management and comprehensive financial consulting. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs, and provides employee benefit plan consulting alongside regular account reviews.
Series 65
Stafford, VA
Park Financial Planning Solutions, LLC
Christopher Park is the sole advisor at Park Financial Planning Solutions, LLC in Stafford, VA, holding a Series 65 credential with one year of industry experience. He has concurrently worked at the Department of Justice since 2008. Park Financial Planning Solutions, LLC provides financial planning, portfolio management, consulting, and educational seminars to individuals, high-net-worth individuals, and families. The firm emphasizes client-specific investment plans using asset allocation, diversification, and strategic portfolio management, with a notable focus on non-discretionary asset management and public seminars, including sessions on the FERS retirement system for federal employees.
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