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Find financial advisors near me

Share a few details and we'll show you the best financial advisors in Ashburn.
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Find financial advisors near me

Share a few details and we'll show you the best financial advisors in Ashburn.
Zip code

Service type

Top 10 financial advisors near you

Clients agree: these financial advisors are highly rated for knowledge, experience, communication, and more.
Avenue Wealth

Avenue Wealth

5.0(3)
Offers online services
2 hires on Thervo
11+ years in business
Kirk C. says, "Drew, whose real name is George, is an exceptional professional in the financial wealth business. He profoundly understands his area of expertise and guides his clients through every step of the process with great care and diligence. Drew's communication skills are second to none, and his trustworthiness and professionalism are impeccable. He considers his client's current and potential financial status and works with them to ensure financial stability. Drew has a strong network of support, which helps him deliver excellent outcomes for his clients. Without hesitation, I have recommended Drew to my family, friends, and clients. I highly recommend his services to anyone who needs financial guidance. Thank you, Drew, for being such an excellent professional!" Read more
Integrity Financial Solutions, Inc.

Integrity Financial Solutions, Inc.

5.0(2)
Offers online services
5 hires on Thervo
13+ years in business
Brenda G. says, " Breanna Colon is an excellent speaker and is very knowledgeable on all financial matters. She helped me as my Financial Advisor and I am much better off financially today because of her." Read more
Sovereign Wealth Management

Sovereign Wealth Management

New on Thervo
Offers online services
6+ years in business
I have over 15 years of experience in the industry and working in all various aspects of it. I customized, personalized and tailored my approach to what is needed by the customer. More often than not, it would be one of or a combination of four major areas;General Financial Planning, Titling or beneficiary designation, Investment or Retirement planning. I have the experience or capability to handle this or other specialized areas. I love working with people and making a difference in their lives. A lot of financial planning directly affect peoples lives in significant ways....
UDS Synergy Inc DBA UDS Tax & Acconting Services

UDS Synergy Inc DBA UDS Tax & Acconting Services

1.0(1)
Offers online services
4 hires on Thervo
13+ years in business
Value services for money On time delivery Flexible timing for appointments till late night
Futurity Capital LLC

Futurity Capital LLC

New on Thervo
Offers online services
17+ years in business
We are a fee-only Registered Investment Advisor and as such, have a fiduciary responsibility to always put the needs and privacy of our clients first.
Sovereign Wealth Management

Sovereign Wealth Management

5.0Exceptional(8)
Offers online services
1 hire on Thervo
10+ years in business
Carolyn B. says, "The personal service provided by my Financial Advisor" Read more
CB Investment Management

CB Investment Management

New on Thervo
Offers online services
1 hire on Thervo
21+ years in business
Exceptional Asset Management. Over 30 years international trading and investment experience. JP Morgan Managing Director on Proprietary Trading Desk, London. http://chrisbelchamber.com/ https://www.linkedin.com/in/chrisbelchamber/ http://chrisbelchamber.com/investment-mindset-bootcamp-stop-gambling-start-accumulating-long-term-wealth-step-5/ The daily challenge to understand the situation and make the best possible decisions. Constantly find better ways to do what I do. Investing is a passion of mine for 36 years, and I work constantly to communicate what investors need to know. I am currently writing a book on this. Bringing results and impr...
FiTech Business Solutions

FiTech Business Solutions

5.0(1)
Offers online services
3 hires on Thervo
24+ years in business
CLYDE C. says, "Fast and efficient. Good communicator. " Read more
Michael Feeley, Financial Advisor

Michael Feeley, Financial Advisor

New on Thervo
Offers online services
1 hire on Thervo
Most people I meet with for the first time have an idea of what they want and what they have. Most have not ever coordinated their assets to take what they have and turn it in to what they want. My goal is to help clients coordinate their assets and develop an over all Financial Plan so they can achieve their goals in an efficient way. As life happens and goals change, your financial plan should evolve as well. Your Financial Advisor should be their to educate you and help you stay on track. My goal is to have a long term relationship with my clients and be the last Financial Advisor they ever have. what I enjoy most is watching my clients a...
Shirley Luu And Associates

Shirley Luu And Associates

5.0Exceptional(6)
Offers online services
Charles D. says, "Shirley is extremely kind and compassionate about educating folk on how to become financially sound and secure where it is relevant!" Read more

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Ashburn financial advisors

Recent success stories from people in the Ashburn area.
Arnold G.
Great investment advice and ideas. My wife and I are pleased with the experience
Avenue Wealth
Camila C.
Good professional and very friendly . I have been consulting with her for 6 months and my financial life improved 100%. I recommend her to anyone who wants to get financially better.
Integrity Financial Solutions, Inc.
Myra G.
Gary Korolev has been my financial planner for 5 years and I was with Sovereign even longer. Always he has attended to my best interests, has been willing to explain the intricacies of my portfolio (no matter how many times I ask!), and has extended himself to meet wherever is convenient. I have done well financially under his guidance. He and his company have handled the chalIenges of the corona virus with skill, and he goes above and beyond to let his clients know he is in their corner. I look forward to working with him for many more years to come.
Sovereign Wealth Management
Tijuana Y.
I have known Shirley Luu for over 10 years, both as a businesswoman and as a friend. I can sum her up in a few powerful words: ENERGETIC; FEARLESS; FOCUSED; FAIR; SERIOUS, and a GOOD FRIEND!
Shirley Luu and Associates
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