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Virginia Estate and Retirement Planning Advisors
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC. is a state-registered investment adviser in GLEN ALLEN, VA. The firm manages $103 million in assets,...
Virginia Estate and Retirement Planning Advisors
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC. is a state-registered investment adviser in GLEN ALLEN, VA. The firm manages $103 million in assets, $102 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Glen Allen
Corporate office
Richmond, VA, United States
Frequently asked questions
Is Virginia Estate and Retirement Planning Advisors a single-advisor practice or a multi-partner firm?
The firm's structure is not publicly detailed, but its name and limited digital presence suggest a solo practitioner or a small team of advisors operating in Richmond. The firm does not maintain a LinkedIn page or publish an advisor directory, which is typical of referral-based local RIAs where the founding advisor remains the primary client contact and decision-maker.
Does the firm operate as a fiduciary?
As a registered investment advisor, Virginia Estate and Retirement Planning Advisors is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to place client interests ahead of its own, unlike broker-dealers who operate under a suitability standard. The firm's focus on estate and retirement planning further reinforces a fiduciary posture, as those engagements demand long-term, trust-based client relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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