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Wellspent public graph/Find by/Advisors for over $3 million/Virginia

Advisors for over $3 million in Virginia

All 59 advisors

Advisors for over $3 million in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Kimberly Weihbrecht Atwood Financial Planning Alexandria Not listed Hourly, Fixed fees
Luke Griffin D'orazio Wealth Advisors Vienna Not listed Fixed fees
Luke Neice Acima Private Wealth Richmond Not listed Percentage of assets
Patricia Soileau Acima Private Wealth Richmond Not listed Percentage of assets
Raymond Difilippo DBD Retirement and Financial Services Manassas Not listed Percentage of assets, Hourly
Robert Klintworth Chase Investment Counsel Charlottesville Not listed Percentage of assets, Hourly
Robert Taylor Acima Private Wealth Richmond Not listed Percentage of assets
Spencer Garrett Chase Investment Counsel Charlottesville Not listed Percentage of assets, Hourly
Stuart Chase Chase Investment Counsel Charlottesville Not listed Percentage of assets, Hourly