Fiduciary advisors in Lynchburg, VA
7 registered advisers
Across Virginia, smaller markets like Lynchburg maintain independent advisory options. Lynchburg alone has 7 SEC-registered fiduciary firms, 7 of them fee-only.
BROWN EDWARDS WEALTH STRATEGIES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$331M
Minimum--
Clients555
CHARMARLINE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$119M
Minimum--
Clients320
HARVEST - FAITH-BASED INVESTING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
LEGACY WEALTH ADVISOR LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
LEGACY WEALTH MANAGEMENT GROUP, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.25%
AUM$233M
Minimum--
Clients1,422
MONTVUE CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$357M
Minimum--
Clients497
PETTYJOHN, WOOD & WHITE, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$854M
Minimum--
Clients976