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William Joseph Hopke

Advisor at Ballardsville Investment Advisors — Charles City, VA

Updated today

Credentials

Series 65

Experience

11 years

Location

Charles City, VA 23030

Ballardsville Investment Advisors logo

Ballardsville Investment Advisors

Independent

Total advisors

1

Clients per advisor

85 Very High

Avg AUM per client

$294,118 Low

HNW client ratio

12% Typical

About

William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Client services

Based on Ballardsville Investment Advisors

Portfolio management

Expertise

Based on Ballardsville Investment Advisors

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management General retirement planning

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Fee options

Fixed

Fixed fees ranging from $400 to $2,000 for written financial plans

Percentage

$0 - $2,000,000: 1.5% $2,000,001+: 1.0%

Project-based

Up to $200/hour for financial planning services

Other

Fee-only: Fixed fees from $400 to $2,000 for financial planning services; hourly fee up to $200/hour

Location

Charles City, VA

15500 The Glebe Lane

Charles City VA 23030

Advisors at this office

1

Most active in

Virginia

Work history

11 years of industry experience

Ballardsville Investment Advisors

2017 - Present • 9 years

Charles City, VA

Harvest Financial Group, LLC

2015 - 2017 • 2 years

Richmond, VA

Ballardsville Farm

2014 - Present • 12 years

Charles City, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert M

Series 65

Williamsburg, VA

Capitol Landing Wealth

Robert Meadows is a Series 65 registered advisor with Capitol Landing Wealth Management in Williamsburg, VA, where he has worked since 2024. He has over a year of industry experience and previously worked at Fitzwilliams Financial and Atlantic Appraisal Group. Outside of his advisory role, Meadows is President of Meadows Appraisal Group, a real estate appraisal firm, and Meadows Tax Advisory, a tax preparation business. Capitol Landing Wealth Management offers investment management and comprehensive financial planning services through the AssetMark platform, serving a diverse client base that includes individuals, institutions, and governmental entities. The firm employs a multi-method investment approach with discretionary account management and provides access to fee-only annuity solutions and standalone planning engagements.

General retirement planning Income planning Annuities Founder/Business Owner
user avatar

Bruce L

CFP®, Series 66

Williamsburg, VA

Bay Rivers Group Wealth Partners

Bruce Lemley is a CFP® professional with 28 years of industry experience. He is a partner at Bay Rivers Group Wealth Partners in Williamsburg, VA, where he has worked for 20 years. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for nine years and began working at Waterloo Capital in 2026. He is also a partner in Bay Rivers Group Tax Services, which provides tax preparation services through a CPA. Bay Rivers Group Wealth Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and modern portfolio theory methods, managing portfolios with a range of instruments including mutual funds, ETFs, equities, fixed income, and insurance products.

College savings (529s, UTMA, etc.) Options & derivatives strategies Annuities
user avatar

Shaobo L

Series 65

Williamsburg, VA

Dominguez Wealth Management Solutions, Inc.

Shaobo Li is a financial advisor at Dominguez Wealth Management Solutions, Inc. in Williamsburg, VA, holding a Series 65 designation with seven years of industry experience. He has been with Dominguez Wealth Management Solutions since 2018 and previously worked at the College of William & Mary. Dominguez Wealth Management Solutions provides investment management, financial planning, consulting, and pension/401(k) plan services to individuals, pension plans, and corporate clients. The firm manages approximately $213 million for around 192 clients, employing a mix of analytical methods and active investment tools to develop individualized investment policies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner
user avatar

Will G

CFP®, CFA®, Series 65

Williamsburg, VA

Bay Rivers Group Wealth Partners

Will Gibson is a CFP® and CFA® with seven years of industry experience. He currently works at Waterloo Capital and previously spent five years at Nasdaq Dorsey Wright and Dorsey Wright & Associates, following his time in education at Christopher Newport University and other schools. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and modern portfolio theory approaches and offers discretionary portfolio management along with standalone financial planning.

College savings (529s, UTMA, etc.) Options & derivatives strategies Annuities
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Alan B

CFP®, Series 66

Williamsburg, VA

Bay Rivers Group Wealth Partners

Alan Broderick is a CFP® professional with 24 years of industry experience, currently affiliated with Bay Rivers Group Wealth Partners in Williamsburg, VA. His previous roles include positions at Wells Fargo Advisors Financial Network LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner in an affiliated tax preparation business and holds insurance agent roles related to both client insurance and Medicare Advantage products. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a strategy combining fundamental, technical, cyclical, and modern portfolio theory approaches, offering discretionary portfolio management that includes mutual funds, ETFs, equities, fixed income, and insurance products.

College savings (529s, UTMA, etc.) Options & derivatives strategies Annuities
user avatar

Jeffrey D

CFP®, Series 66

Williamsburg, VA

Dominguez Wealth Management Solutions, Inc.

Jeffrey Dominguez is a CFP® and holds a Series 66 license with 16 years of industry experience. He is the president and sole shareholder of Dominguez Wealth Management Solutions, Inc., where he has worked since 2014. Prior to and concurrently, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advisory work, he serves as a board member for the Williamsburg Soccer Club and operates a tax preparation and analysis service. Dominguez Wealth Management Solutions serves individuals, including high-net-worth clients, as well as pension and corporate clients, providing investment management, financial planning, consulting, and tax services. The firm employs a range of investment strategies, including derivatives and leveraged positions, tailored to client objectives and risk tolerance.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner
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