Fiduciary advisors in Roanoke, VA

5 registered advisers

For Roanoke investors who want a fiduciary standard, 5 SEC-registered firms operate in the area. Fee-only options number 5, removing the potential for commission-driven recommendations.

BEACON WEALTH CONSULTANTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roanoke, VirginiaCRD #154939
Typical Fee--
AUM$237M
Minimum--
Clients1,097

INVESTMENT MANAGEMENT CORPORATION

Fee-Only, No ConflictsClean Record
Roanoke, VirginiaCRD #107246
Typical Fee--
AUM$191M
Minimum--
Clients666

PEAKVALLEY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roanoke, VirginiaCRD #165542
Typical Fee--
AUM$130M
Minimum--
Clients481

TAYLOR FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roanoke, VirginiaCRD #116744
Typical Fee--
AUM$410M
Minimum--
Clients1,112

VIP PLANNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roanoke, VirginiaCRD #111946
Typical Fee--
AUM$126M
Minimum--
Clients427
Fiduciary Advisors in Roanoke, Virginia | FiduciaryListings