Top financial advisors in Springfield, VA
We’ve curated a list of the best financial advisors in Springfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$295,288,192
Number of advisors
7 advisors
| $295,288,192 | 7 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 Springfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springfield. 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.
Wealthcrest Financial Services, LLC
WealthCrest Financial Services, LLC is a Registered Investment Adviser providing financial planning and consulting services since January 1, 2004. The firm offers financial planning services, consulting services, and investment supervisory services to a range of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. WealthCrest's investment management fee varies but generally ranges between 0.45% and 1.20%, with a maximum fee of 2%. The firm utilizes the Cambridge Managed Account Platform (CMAP) and the Cambridge WealthPort Wrap program for investment management services. Clients have the option to impose restrictions on investing in certain securities based on their values or beliefs. WealthCrest does not charge performance-based fees or fees based on capital gains. The firm's advisors hold various professional certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF®). The firm's principal, Patrick B. Beagle, oversees the operations and is a Certified Financial Planner with extensive experience in the financial industry. WealthCrest does not have any disciplinary events that are material to clients' evaluation of the firm. The firm's staff members are supervised by Mr. Beagle, ensuring compliance with WealthCrest's policies and procedures.//////////////////////////NOTHING FOLLOWS///////////////////////////////
$295,288,192 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersPublication Of Periodicals Or Newsletters
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 Springfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springfield. 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.
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