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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Newport News, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational 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.
Get matched with an advisorMethodology
To find the top financial advisors in Newport News, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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