4.5+ Stars · Fredericksburg
Highly Rated Financial Advisors in Fredericksburg, VA
Only the best make this list. These financial advisors in Fredericksburg have earned 4.5+ star ratings from real customers — consistently.
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.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
16
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
4.8 stars from 83 reviews makes this Fredericksburg financial advisor highly trusted.
106 Westwood Office Park, Fredericksburg, VA 22401, USAExceptional 5.0-star rating from 47 reviews in Fredericksburg, VA.
5110 Southpoint Pkwy, Fredericksburg, VA 22407, USATop-rated 4.9★ financial advisor in Fredericksburg with 41 glowing Google reviews.
4820 Southpoint Dr #105, Fredericksburg, VA 22407, USAFinancial 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: Paul M Lee III, ChFC®|CEPA®2302 Emancipation Hwy Suite A, Fredericksburg, VA 22401, USA | 5.0★ | 6 |
| #5 | The Carolina & Rappahannock Wealth Advisors, Inc.2217 Princess Anne St #106, Fredericksburg, VA 22401, USA | — | — |
| #6 | Merrill Lynch Wealth Management910 Princess Anne St, Fredericksburg, VA 22401, USA | — | — |
| #7 | Cary Street Partners1000 Winchester St #300, Fredericksburg, VA 22401, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Dave Ross1215 Central Park Blvd, Fredericksburg, VA 22401, USA | 5.0★ | 12 |
| #9 | Community Financial Group107 Amelia St, Fredericksburg, VA 22401, USA | 4.0★ | 4 |
| #10 | Fredericksburg Financial Planning Services700 Princess Anne St, Fredericksburg, VA 22401, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Fredericksburg
Exceptional 5.0-star rating from 6 reviews with trusted financial guidance in Fredericksburg.
2302 Emancipation Hwy Suite A, Fredericksburg, VA 22401, USA
This Fredericksburg financial advisor has 0 Google reviews and no rating yet.
2217 Princess Anne St #106, Fredericksburg, VA 22401, USA
New financial advisor in Fredericksburg, VA with no customer reviews yet.
910 Princess Anne St, Fredericksburg, VA 22401, USA
Rated 5.0 stars from three Google reviews by local clients in Fredericksburg.
1000 Winchester St #300, Fredericksburg, VA 22401, USA
Top-rated financial advisor in Fredericksburg with a perfect 5.0 rating from 12 reviews.
1215 Central Park Blvd, Fredericksburg, VA 22401, USA
Trusted by clients with a solid 4.0-star rating from several local reviews.
107 Amelia St, Fredericksburg, VA 22401, USA
Proudly maintains a flawless 5.0-star rating based on three client reviews.
700 Princess Anne St, Fredericksburg, VA 22401, USA
Exceptional 5.0-star rating based on three Google reviews from local clients.
1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
9110 Old Battlefield Blvd #100, Spotsylvania Courthouse, VA 22553, USA
5.0-star rated financial advisor in Fredericksburg, VA based on 2 reviews.
910 Princess Anne St, Fredericksburg, VA 22401, USA
Exceptional 5.0-star rating from a handful of Google reviews.
918 Princess Anne St, Fredericksburg, VA 22401, USA
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
No reviews yet; new financial advisor serving the Fredericksburg, VA area.
20 Commerce Pkwy #109, Fredericksburg, VA 22406, USA
No reviews yet for this Fredericksburg financial advisor.
1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA
A Fredericksburg financial advisor with no online reviews yet for you to consider.
1125 Emancipation Hwy Suite 400, Fredericksburg, VA 22401, USA
Rated 5.0 stars from 13 reviews, this Fredericksburg advisor is highly trusted.
150 Riverside Pkwy Suite 214, Fredericksburg, VA 22406, USA
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Financial Advisors in Fredericksburg, VA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Block Advisors | 79/100 | 4.8 ★ | 83 |
| 2 | Patriot Family Financial | 79/100 | 5.0 ★ | 47 |
| 3 | Fox Financial - Brenda Fox Agency | 77/100 | 4.9 ★ | 41 |
| 4 | Edward Jones - Financial Advisor: Paul M Lee III, ChFC®|CEPA® | 69/100 | 5.0 ★ | 6 |
| 5 | The Carolina & Rappahannock Wealth Advisors, Inc. | 3/100 | — | 0 |
| 6 | Merrill Lynch Wealth Management | 3/100 | — | 0 |
| 7 | Cary Street Partners | 66/100 | 5.0 ★ | 3 |
| 8 | Edward Jones - Financial Advisor: Dave Ross | 72/100 | 5.0 ★ | 12 |
| 9 | Community Financial Group | 50/100 | 4.0 ★ | 4 |
| 10 | Fredericksburg Financial Planning Services | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 13, 2026.
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