Top Financial Advisors in Williamsburg, VA

107 fee-only45 CFP certifiedMedian fee: 1.50% on $500K

Top Advisors in Williamsburg

Median Advisor Fee

Williamsburg1.50%
National1.25%
20% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only45.5%
Includes Commission54.5%

Top Credentials

CFP45 advisors
CFA5 advisors

Frequently Asked Questions

How much does a financial advisor cost in Williamsburg?

The median advisory fee in Williamsburg, VA is 1.50% of assets under management. This is 20% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Williamsburg?

There are 107 fee-only financial advisors in Williamsburg, VA, representing 45.5% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Williamsburg financial advisor?

The most common professional designation among Williamsburg advisors is the CFP (Certified Financial Planner), held by 45 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 235 Financial Advisors in Williamsburg, VA (2026) | TrueAdvisor