Wade Williard
Virginia Wealth Management Group · Virginia Beach, Virginia
Wade Williard 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 7517052 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.vwmg.net |
| Profile |
How Wade'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 Wade
Is Wade Williard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wade 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 Wade charge for financial advice?
Wade's firm, Virginia Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wade Williard based?
Wade Williard is based in Virginia Beach, Virginia.
Is Wade Williard registered with the SEC?
Yes. Wade Williard is registered as an investment adviser representative in VA (CRD 7517052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Wade Williard?
Through Wade'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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