Fredericksburg Financial Planning ServicesFinancial advisor in Fredericksburg, VA

Fredericksburg Financial Planning Services is a financial advisor at 700 Princess Anne St, Fredericksburg, VA 22401, ranked #12 of 24 financial advisors in Fredericksburg and rated 5.0 from 3 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fredericksburg, VAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (540) 371-1177

Key facts

Key facts about Fredericksburg Financial Planning Services
Address	700 Princess Anne St, Fredericksburg, VA 22401Get directions
Phone	(540) 371-1177
Google rating	5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Fredericksburg and 3 towns within 25 miles: Cherry Hill, Montclair and Dale City.

Based in Fredericksburg, VAView on map

Questions about Fredericksburg Financial Planning Services

How is Fredericksburg Financial Planning Services ranked in Fredericksburg?

Fredericksburg Financial Planning Services is ranked #12 of 24 financial advisors in Fredericksburg by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Fredericksburg Financial Planning Services serve?

Serves Fredericksburg and 3 towns within 25 miles: Cherry Hill, Montclair and Dale City. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Fredericksburg Financial Planning Services?

Fredericksburg Financial Planning Services has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Fredericksburg Financial Planning Services?

Call Fredericksburg Financial Planning Services on (540) 371-1177. The business is at 700 Princess Anne St, Fredericksburg, VA 22401. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Fredericksburg Financial Planning Services compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Fredericksburg Financial Planning Services (this business)	—	65	5.0 (3)	—	—
Cary Street Partners	#10	65	5.0 (3)	No	No	0.3 mi
Edward Jones - Financial Advisor: Ben Maxwell, ChFC®\|AAMS®	#11	65	5.0 (3)	No	No	1.3 mi
Davenport & Company LLC	#13	65	3.7 (3)	No	No	0.2 mi

See all 24 ranked financial advisors in Fredericksburg