Fee-only adviser · Roanoke, VA
Waynefirebaugh, Inc.
Waynefirebaugh, Inc. is a fee-only investment adviser registered with the securities regulators of Georgia, Virginia, with its main office in Roanoke, Virginia. On its latest Form ADV, filed July 21, 2026, it reports $90M in regulatory assets under management, 195 individual clients and 1 employee who gives 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 | State-registered: Georgia, Virginia |
|---|---|
| Firm CRD number | 138731 |
| Office | 111 Campbell Avenue, SW Suite 1B Roanoke, VA 24011 |
| Phone | (540) 366-5800 |
| Website | www.waynefirebaugh.com |
| Regulatory assets under management | $90M ($78M discretionary) |
| Individual clients | 135 non-high-net-worth, 60 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 21, 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 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 Roanoke
- Beacon Wealth Consultants, Inc. $278M
- Taylor Financial Group, Inc. $410M
- American Financial Planning, Inc. $22M
- Investment Management Corporation $191M
- Valley Investors Corporation $3.4M
See all 6 fee-only advisers in Roanoke →
Nearby
- Salem 1 firm
- Fincastle 1 firm
- Blacksburg 1 firm
- Christiansburg 1 firm
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