# Virginia Estate and Retirement Planning Advisors

Virginia Estate and Retirement Planning Advisors is an Asset Manager based in Glen Allen, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Glen Allen, United States
- **Region:** North America
- **Address:** Richmond, VA, United States
- **Assets under management:** Undisclosed
- **Website:** verpa.com
- **LinkedIn:** https://www.linkedin.com/company/virginia-estate-and-retirement-planning-advisors-inc

## Regulatory record

- **CRD number:** 151510
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151510

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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