Best Value · Fredericksburg
Affordable Financial Advisors in Fredericksburg, VA
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As of June 2026, RatingsNearMe ranks 19 financial advisors in Fredericksburg, VA by verified customer ratings and review volume. The highest-rated is Block Advisors with a 4.8-star rating from 83 verified reviews. Also in the top tier: Patriot Family Financial and Fox Financial - Brenda Fox Agency. The average rating across all listed financial advisors in Fredericksburg is 4.9 stars from 16 reviews per business on average.
Financial advisors in Fredericksburg typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
16
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Block Advisors
106 Westwood Office Park, Fredericksburg, VA 22401, USA
Patriot Family Financial
5110 Southpoint Pkwy, Fredericksburg, VA 22407, USA
Fox Financial - Brenda Fox Agency
4820 Southpoint Dr #105, Fredericksburg, VA 22407, USA
Financial Advisors Rankings in Fredericksburg, VA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Block Advisors106 Westwood Office Park, Fredericksburg, VA 22401, USA | 4.8★ | 83 |
| #2 | Patriot Family Financial5110 Southpoint Pkwy, Fredericksburg, VA 22407, USA | 5.0★ | 47 |
| #3 | Fox Financial - Brenda Fox Agency4820 Southpoint Dr #105, Fredericksburg, VA 22407, USA | 4.9★ | 41 |
| #4 | Edward Jones - Financial Advisor: Dave Ross1215 Central Park Blvd, Fredericksburg, VA 22401, USA | 5.0★ | 12 |
| #5 | Cary Street Partners1000 Winchester St #300, Fredericksburg, VA 22401, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Melanie S Ochs, CEPA®|AAMS®150 Riverside Pkwy Suite 214, Fredericksburg, VA 22406, USA | 5.0★ | 13 |
| #7 | Fredericksburg Financial Planning Services700 Princess Anne St, Fredericksburg, VA 22401, USA | 5.0★ | 3 |
| #8 | Community Financial Group107 Amelia St, Fredericksburg, VA 22401, USA | 4.0★ | 4 |
| #9 | Edward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS®1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA | 5.0★ | 3 |
| #10 | Burleson Financial Strategies918 Princess Anne St, Fredericksburg, VA 22401, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Fredericksburg
Edward Jones - Financial Advisor: Dave Ross
1215 Central Park Blvd, Fredericksburg, VA 22401, USA
Cary Street Partners
1000 Winchester St #300, Fredericksburg, VA 22401, USA
Edward Jones - Financial Advisor: Melanie S Ochs, CEPA®|AAMS®
150 Riverside Pkwy Suite 214, Fredericksburg, VA 22406, USA
Fredericksburg Financial Planning Services
700 Princess Anne St, Fredericksburg, VA 22401, USA
Community Financial Group
107 Amelia St, Fredericksburg, VA 22401, USA
Edward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS®
1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA
Burleson Financial Strategies
918 Princess Anne St, Fredericksburg, VA 22401, USA
Edward Jones - Financial Advisor: Paul M Lee III, ChFC®|CEPA®
2302 Emancipation Hwy Suite A, Fredericksburg, VA 22401, USA
Edward Jones - Financial Advisor: Kelly B Sherman, CFP®|CEPA®
9110 Old Battlefield Blvd #100, Spotsylvania Courthouse, VA 22553, USA
Edward Jones - Financial Advisor: Mary E Long, CFP®|ChFC®|AAMS®
10333 Southpoint Landing Blvd Suite #203, Fredericksburg, VA 22407, USA
Merrill Lynch Wealth Management
910 Princess Anne St, Fredericksburg, VA 22401, USA
Merrill Lynch Financial Advisor Nathaniel Ewoldt
910 Princess Anne St, Fredericksburg, VA 22401, USA
Edward Jones - Financial Advisor: Jacob A Burke, CFP®|CEPA®
1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA
The Carolina & Rappahannock Wealth Advisors, Inc.
2217 Princess Anne St #106, Fredericksburg, VA 22401, USA
ALNA Wealth Management
1125 Emancipation Hwy Suite 400, Fredericksburg, VA 22401, USA
Deacon Wealth Management
20 Commerce Pkwy #109, Fredericksburg, VA 22406, USA
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Frequently Asked Questions — Financial Advisors in Fredericksburg
What is a fiduciary financial advisor and why does it matter in Fredericksburg?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Fredericksburg, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Fredericksburg?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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