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Best Value · Virginia Beach

Affordable Financial Advisors in Virginia Beach, VA

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As of May 2026, RatingsNearMe ranks 20 financial advisors in Virginia Beach, VA by verified customer ratings and review volume. The highest-rated is Jarver Financial with a 5.0-star rating from 242 verified reviews. Also in the top tier: First Command Financial Advisor - Heather McKinstry and FFA Wealth. The average rating across all listed financial advisors in Virginia Beach is 5 stars from 21 reviews per business on average.

Financial advisors in Virginia Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

20

Businesses listed

5★

Avg rating

21

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Jarver Financial

5.0(242 reviews)

780 Lynnhaven Pkwy #400, Virginia Beach, VA 23452, USA

🥈

First Command Financial Advisor - Heather McKinstry

5.0(29 reviews)

780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA

🥉

FFA Wealth

4.9(26 reviews)

3704 Pacific Ave #200, Virginia Beach, VA 23451, USA

Financial Advisors Rankings in Virginia Beach, VA

#BusinessRatingReviews
#1Jarver Financial780 Lynnhaven Pkwy #400, Virginia Beach, VA 23452, USA5.0242
#2First Command Financial Advisor - Heather McKinstry780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA5.029
#3FFA Wealth3704 Pacific Ave #200, Virginia Beach, VA 23451, USA4.926
#4Henderson Financial Group283 Constitution Drive, One Columbus Center, Suite 540, Virginia Beach, VA 23462, USA5.01
#5Envision Wealth Management1 Columbus Ctr #800, Virginia Beach, VA 23462, USA5.02
#6David Calliott, CFP Financial Advisor: Davenport & Company477 Viking Dr Suite 200, Virginia Beach, VA 23452, USA5.017
#7First Command Financial Advisor - Zack Nelson, RICP®780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA5.022
#8Virginia Asset Group607 Lynnhaven Pkwy, Virginia Beach, VA 23452, USA5.03
#9Mission Critical Financial Planning International - Financial Advisor249 Central Park Ave Suite 300-216, Virginia Beach, VA 23462, USA4.919
#10Kenneth Porter & Company, Ltd.575 Lynnhaven Pkwy # 260, Virginia Beach, VA 23452, USA5.016

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

All Financial Advisors in Virginia Beach

4

Henderson Financial Group

5.0· 1 reviews

283 Constitution Drive, One Columbus Center, Suite 540, Virginia Beach, VA 23462, USA

5

Envision Wealth Management

5.0· 2 reviews

1 Columbus Ctr #800, Virginia Beach, VA 23462, USA

6

David Calliott, CFP Financial Advisor: Davenport & Company

5.0· 17 reviews

477 Viking Dr Suite 200, Virginia Beach, VA 23452, USA

7

First Command Financial Advisor - Zack Nelson, RICP®

5.0· 22 reviews

780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA

8

Virginia Asset Group

5.0· 3 reviews

607 Lynnhaven Pkwy, Virginia Beach, VA 23452, USA

9

Mission Critical Financial Planning International - Financial Advisor

4.9· 19 reviews

249 Central Park Ave Suite 300-216, Virginia Beach, VA 23462, USA

10

Kenneth Porter & Company, Ltd.

5.0· 16 reviews

575 Lynnhaven Pkwy # 260, Virginia Beach, VA 23452, USA

11

Blue Legacy Advisors

5.0· 1 reviews

919 First Colonial Rd Suite C, Virginia Beach, VA 23454, USA

12

Financial Security Group

5.0· 4 reviews

477 Viking Dr Suite 305, Virginia Beach, VA 23452, USA

13

Dominion Financial Solutions

4.9· 10 reviews

2809 S Lynnhaven Rd STE 160, Virginia Beach, VA 23452, USA

14

Northwestern Mutual - Virginia Beach

5.0· 9 reviews

1 Columbus Ctr #1100, Virginia Beach, VA 23462, USA

15

Beacon Harbor Wealth Advisors

4.8· 4 reviews

440 Viking Dr, Virginia Beach, VA 23452, USA

16

Nautilus Financial Group, Inc.

5.0· 2 reviews

468 S Independence Blvd suite b-122, Virginia Beach, VA 23452, USA

17

Wealth Avenue

5.0· 3 reviews

4317 Bonney Rd, Virginia Beach, VA 23452, USA

18

Cary Street Partners

5.0· 1 reviews

2101 Parks Ave # 800, Virginia Beach, VA 23451, USA

19

Full Circle Financial Group

5.0· 2 reviews

582 Lynnhaven Pkwy Suite 100, Virginia Beach, VA 23452, USA

20

PeaceLink Financial Planning LLC

5.0· 10 reviews

249 Central Park Ave Suite 300-64, Virginia Beach, VA 23462, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Virginia Beach

What is a fiduciary financial advisor and why does it matter in Virginia Beach?

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 Virginia Beach, 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 Virginia Beach?

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: May 17, 2026.

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About This Financial Advisors Directory — Virginia Beach, VA

This page lists and ranks 20 financial advisors serving Virginia Beach, VA as of May 2026. The average verified rating across all listings is 5 stars, with an average of 21 customer reviews per business. The top-ranked financial advisors in Virginia Beach by our algorithm is Jarver Financial (5.0 stars, 242 reviews). Financial advisors in Virginia Beach 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 Virginia Beach: 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.

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