Virginia Estate And Retirement Planning Advisors, Inc.

Virginia Estate And Retirement Planning Advisors, Inc. (CRD# 151510) is a financial advisory firm headquartered in Glen Allen, VA. They manage $22,000,000 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $189,655
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Virginia Estate And Retirement Planning Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Harry D. Joslin
CRD#: 5859954
4870 Sadler Road, Suite 300, Glen Allen, VA 23060
93
Wealthminder
score

Harry Joslin (CRD# 5859954) is an Investment Advisor Representative working at Virginia Estate And Retirement Planning Advisors, Inc. in Glen Allen, VA and has over 6 years of experience in the finance industry.

2
Thomas P. Marshall
CRD#: 1941207
4870 Sadler Road, Suite 300, Glen Allen, VA 23060
93
Wealthminder
score

Thomas Marshall (CRD# 1941207) is an Investment Advisor Representative working at Virginia Estate And Retirement Planning Advisors, Inc. in Glen Allen, VA and has over 27 years of experience in the finance industry.

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