Joseph Van Name
Advisors Financial · Mclean, Virginia
Joseph Van Name is a fee-only financial advisor at Advisors Financial in Mclean, Virginia, who holds the CFP credential. Joseph focuses on retirement planning. Advisors Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Advisors Financial |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $321.2M across 723 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4801308 |
| Exams passed | Series 63 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.advisorsfinancial.com |
How Joseph's firm compares
- Advisors Financial's average account is about $444,000, from its Form ADV (assets managed divided by 723 accounts).
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Questions about Joseph
Is Joseph Van Name a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Advisors Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Advisors Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Van Name based?
Joseph Van Name is based in Mclean, Virginia.
What does Joseph specialize in?
Joseph's specialties include retirement planning.
What credentials does Joseph Van Name hold?
Joseph Van Name holds the CFP credential.
Is Joseph Van Name registered with the SEC?
Yes. Joseph Van Name is registered as an investment adviser representative in VA (CRD 4801308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisors Financial manage?
Advisors Financial reports $321.2M across 723 accounts in assets under management.
How do I contact Joseph Van Name?
Through Joseph's website, www.advisorsfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Advisors Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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