Fee-only adviser · Virginia Beach, VA
Virginia Wealth Management Group, Inc.
Virginia Wealth Management Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Virginia Beach, Virginia. On its latest Form ADV, filed September 9, 2026, it reports $394M in regulatory assets under management, 117 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 311248 · SEC file 801-119854 |
| Office | 4460 Corporation Lane Suite 180 Virginia Beach, VA 23462 |
| Phone | (757) 963-1823 |
| Website | www.vwmg.net |
| Regulatory assets under management | $394M ($258M discretionary) |
| Individual clients | 75 non-high-net-worth, 42 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Virginia Beach
- Beacon Harbor Wealth Advisors $608M
- Gratus Wealth Advisors LLC $822M
- Apforia $102M
- Stages Planning Group, LLC $93M
- Bellars Harris Wealth Management $505M
- Altura Wealth Advisors $235M
See all 21 fee-only advisers in Virginia Beach →
Nearby
- Chesapeake 2 firms
- Norfolk 9 firms
- Suffolk 2 firms
- Newport News 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Virginia Wealth Management Group, Inc.? Update this listing.