Top financial advisors in Newport News, VA
We’ve curated a list of the best financial advisors in Newport News, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$318,969,574
Number of advisors
9 advisors
| $318,969,574 | 9 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Newport News, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newport News. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Mason & Associates, LLC
Mason & Associates, LLC is a registered investment adviser founded in 2020 and owned by Michael Mason, Kenneth Mason, John Mason, Thomas Blackburn, and Benjamin Raikes. The firm offers investment management services, financial planning, divorce planning, tax return preparation, and estate planning. Clients can have discretionary or non-discretionary relationships with the firm, with discretionary clients granting limited power of attorney for trading. Mason & Associates, LLC recommends diversified risk-based portfolios and may engage independent advisers for certain clients. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. Investment management fees are based on assets under management and can range up to 2% per annum. Initial financial planning fees range from $2,500 to $20,000, and ongoing planning fees range from $100 to $1,000 per month. The firm does not accept performance-based fees and primarily serves individuals, high-net-worth individuals, and trusts with no minimum asset requirement. Mason & Associates, LLC does not participate in wrap fee programs and does not accept compensation for the sale of securities. The firm emphasizes strategic asset allocation and warns of associated risks. There are no material changes or disciplinary events reported since January 26, 2024.
$318,969,574 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Newport News, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newport News. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.