Financial Advisors of Virginia
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Advisors of Virginia provides tailored financial planning and investment management to individuals, small businesses, trusts, estates and retirement plans. Services are offered a la carte and commonly include cash‑flow and tax planning, retirement and estate planning, investment selection, and ongoing portfolio monitoring.
Portfolios are built using strategic asset allocation with a buy‑and‑hold orientation and employ fundamental, technical, cyclical and charting analyses, along with global diversification to manage risk. All accounts are managed on a non‑discretionary basis with quarterly reviews and client approval required before trades, which the firm notes limits its ability to aggregate orders.
Noteworthy for a firm of its size, the firm’s associated persons are also registered representatives of a broker‑dealer (Osaic Wealth Inc.) and are licensed insurance agents, arrangements under which they may receive commissions for non‑advisory insurance or brokered transactions; the brochure discloses these potential conflicts and related policies. The combination of a solo advisory practice that manages all AUM non‑discretionarily while leveraging an affiliated broker‑dealer platform and National Financial Services as custodian is uncommon among independent peers.
Client services
Expertise
Fee options
Retainer agreements are negotiated fixed amounts covering all services; financial plan fees billed upon delivery (ranging $250 to $1,000)
$0 - $99,999: 1.5% $100,000 - $499,999: 1.0% $500,000 - $999,999: 0.75% $1,000,000+: 0.5%
Clerical services at $50/hour; Professional services at $150/hour
Fee-only: Financial planning fees range from $250 to $1,000 depending on type and complexity
Main office
13431 Mitford Drive
Midlothian VA 23114
Advisors at this office
1
Most active in
Virginia
Also doing business as
Financial Advisors Of Virginia · Financial Advisors Of Virginia LLC
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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