Stephen Saal
Virginia Wealth Management Group · Virginia Beach, Virginia
Stephen Saal is a fee-only financial advisor at Virginia Wealth Management Group in Virginia Beach, Virginia. Virginia Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Virginia Wealth Management Group |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $393.8M across 399 accounts |
| SEC registration | Investment adviser representative in VA · CRD 722237 |
| Exams passed | Series 63 (1981) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.vwmg.net |
How Stephen's firm compares
- Virginia Wealth Management Group's average account is about $987,000, from its Form ADV (assets managed divided by 399 accounts).
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Questions about Stephen
Is Stephen Saal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Virginia Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Virginia Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Saal based?
Stephen Saal is based in Virginia Beach, Virginia.
Is Stephen Saal registered with the SEC?
Yes. Stephen Saal is registered as an investment adviser representative in VA (CRD 722237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Virginia Wealth Management Group manage?
Virginia Wealth Management Group reports $393.8M across 399 accounts in assets under management.
How do I contact Stephen Saal?
Through Stephen's website, www.vwmg.net.
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
- 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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