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 Sales
Lynchburg, VirginiaCRD #173559
Typical Fee--
AUM$331M
Minimum--
Clients555

CHARMARLINE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynchburg, VirginiaCRD #336719
Typical Fee--
AUM$119M
Minimum--
Clients320

HARVEST - FAITH-BASED INVESTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynchburg, VirginiaCRD #338019
Typical Fee--
AUM--
Minimum--
Clients--

LEGACY WEALTH ADVISOR LLC

Fee-OnlyAlso Compensated via Product Sales
Lynchburg, VirginiaCRD #334697
Typical Fee--
AUM--
Minimum--
Clients--

LEGACY WEALTH MANAGEMENT GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Lynchburg, VirginiaCRD #322235
Typical Fee1.25%
AUM$233M
Minimum--
Clients1,422

MONTVUE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynchburg, VirginiaCRD #116807
Typical Fee--
AUM$357M
Minimum--
Clients497

PETTYJOHN, WOOD & WHITE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynchburg, VirginiaCRD #106403
Typical Fee--
AUM$854M
Minimum--
Clients976
Fiduciary Advisors in Lynchburg, Virginia | FiduciaryListings