Near You · Fredericksburg

Financial Advisors Near You in Fredericksburg, VA

Find financial advisors close to you in Fredericksburg. All results are sorted by proximity and rated by real local customers.

As of June 2026, RatingsNearMe ranks 19 financial advisors in Fredericksburg, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Block Advisors with a 4.8-star rating from 83 Google reviews and an RNM Score of 79/100. 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 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Filter:

Local Market Snapshot

19

Businesses listed

4.9★

Avg rating

16

Avg reviews

Jun 13, 2026

Last updated

Top Rated Financial Advisors

4.8(83 reviews)

4.8 stars from 83 reviews makes this Fredericksburg financial advisor highly trusted.

106 Westwood Office Park, Fredericksburg, VA 22401, USA
5.0(47 reviews)

Exceptional 5.0-star rating from 47 reviews in Fredericksburg, VA.

5110 Southpoint Pkwy, Fredericksburg, VA 22407, USA
4.9(41 reviews)

Top-rated 4.9★ financial advisor in Fredericksburg with 41 glowing Google reviews.

4820 Southpoint Dr #105, Fredericksburg, VA 22407, USA

Financial Advisors Rankings in Fredericksburg, VA

#BusinessRatingReviews
#1Block Advisors106 Westwood Office Park, Fredericksburg, VA 22401, USA4.883
#2Patriot Family Financial5110 Southpoint Pkwy, Fredericksburg, VA 22407, USA5.047
#3Fox Financial - Brenda Fox Agency4820 Southpoint Dr #105, Fredericksburg, VA 22407, USA4.941
#4Edward Jones - Financial Advisor: Dave Ross1215 Central Park Blvd, Fredericksburg, VA 22401, USA5.012
#5Community Financial Group107 Amelia St, Fredericksburg, VA 22401, USA4.04
#6Fredericksburg Financial Planning Services700 Princess Anne St, Fredericksburg, VA 22401, USA5.03
#7Edward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS®1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA5.03
#8Edward Jones - Financial Advisor: Kelly B Sherman, CFP®|CEPA®9110 Old Battlefield Blvd #100, Spotsylvania Courthouse, VA 22553, USA5.02
#9Merrill Lynch Financial Advisor Nathaniel Ewoldt910 Princess Anne St, Fredericksburg, VA 22401, USA5.02
#10Burleson Financial Strategies918 Princess Anne St, Fredericksburg, VA 22401, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Fredericksburg

4
5.0· 12 reviews

Top-rated financial advisor in Fredericksburg with a perfect 5.0 rating from 12 reviews.

1215 Central Park Blvd, Fredericksburg, VA 22401, USA

5
4.0· 4 reviews

Trusted by clients with a solid 4.0-star rating from several local reviews.

107 Amelia St, Fredericksburg, VA 22401, USA

6
5.0· 3 reviews

Proudly maintains a flawless 5.0-star rating based on three client reviews.

700 Princess Anne St, Fredericksburg, VA 22401, USA

7
5.0· 3 reviews

Exceptional 5.0-star rating based on three Google reviews from local clients.

1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA

8
5.0· 2 reviews

Earns a perfect 5.0-star rating from a small number of client reviews.

9110 Old Battlefield Blvd #100, Spotsylvania Courthouse, VA 22553, USA

9
5.0· 2 reviews

5.0-star rated financial advisor in Fredericksburg, VA based on 2 reviews.

910 Princess Anne St, Fredericksburg, VA 22401, USA

10
5.0· 1 reviews

Exceptional 5.0-star rating from a handful of Google reviews.

918 Princess Anne St, Fredericksburg, VA 22401, USA

11
5.0· 1 reviews

A top-rated financial advisor in Fredericksburg with a perfect 5.0-star rating from clients.

10333 Southpoint Landing Blvd Suite #203, Fredericksburg, VA 22407, USA

12
· 0 reviews

No reviews yet; new financial advisor serving the Fredericksburg, VA area.

20 Commerce Pkwy #109, Fredericksburg, VA 22406, USA

13
· 0 reviews

No reviews yet for this Fredericksburg financial advisor.

1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA

14
· 0 reviews

A Fredericksburg financial advisor with no online reviews yet for you to consider.

1125 Emancipation Hwy Suite 400, Fredericksburg, VA 22401, USA

15
5.0· 3 reviews

Rated 5.0 stars from three Google reviews by local clients in Fredericksburg.

1000 Winchester St #300, Fredericksburg, VA 22401, USA

16
· 0 reviews

New financial advisor in Fredericksburg, VA with no customer reviews yet.

910 Princess Anne St, Fredericksburg, VA 22401, USA

17
5.0· 13 reviews

Rated 5.0 stars from 13 reviews, this Fredericksburg advisor is highly trusted.

150 Riverside Pkwy Suite 214, Fredericksburg, VA 22406, USA

18
· 0 reviews

This Fredericksburg financial advisor has 0 Google reviews and no rating yet.

2217 Princess Anne St #106, Fredericksburg, VA 22401, USA

19
5.0· 6 reviews

Exceptional 5.0-star rating from 6 reviews with trusted financial guidance in Fredericksburg.

2302 Emancipation Hwy Suite A, Fredericksburg, VA 22401, USA

Data from Google Business listings
Updated regularly with real reviews
No obligation to contact
Free to compare

Get Free Quotes

We'll connect you with the top financial advisors in Fredericksburg, VA.

Free · No obligation · Local pros only

Financial Advisors in Fredericksburg, VA — Compared

#BusinessRNM ScoreRatingReviews
1Block Advisors79/1004.8 ★83
2Patriot Family Financial79/1005.0 ★47
3Fox Financial - Brenda Fox Agency77/1004.9 ★41
4Edward Jones - Financial Advisor: Dave Ross72/1005.0 ★12
5Community Financial Group50/1004.0 ★4
6Fredericksburg Financial Planning Services66/1005.0 ★3
7Edward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS®66/1005.0 ★3
8Edward Jones - Financial Advisor: Kelly B Sherman, CFP®|CEPA®64/1005.0 ★2
9Merrill Lynch Financial Advisor Nathaniel Ewoldt64/1005.0 ★2
10Burleson Financial Strategies62/1005.0 ★1

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

✨ New · AI Visibility

Get your business on AI — ChatGPT, Perplexity & Google AI

AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Fredericksburg to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.

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.

Financial Advisors in Nearby Cities

Compare top-rated financial advisors in cities near you.

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 13, 2026.

More Home Services in Fredericksburg

Related Searches

About This Financial Advisors Directory — Fredericksburg, VA

This page lists and ranks 19 financial advisors serving Fredericksburg, VA as of June 2026. The average verified rating across all listings is 4.9 stars, with an average of 16 customer reviews per business. The top-ranked financial advisors in Fredericksburg by our algorithm is Block Advisors (4.8 stars, 83 reviews). Financial advisors in Fredericksburg typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Fredericksburg: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the VA licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Fredericksburg