Skip to content

Jacob A. Charlwood, CFP®, AIF®Financial advisor in Richmond, VA

Jacob A. Charlwood, CFP®, AIF® is a financial advisor at 8720 Stony Point Pkwy Ste 325, Richmond, VA 23235, ranked #17 of 124 financial advisors in Richmond and rated 5.0 from 15 Google reviews. Open Monday to Friday.

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.

Richmond, VAUpdated 0 paid placements in any rankingHow we rank

Call (804) 665-1544Website ↗

Key facts

Key facts about Jacob A. Charlwood, CFP®, AIF®
Address8720 Stony Point Pkwy Ste 325, Richmond, VA 23235Get directions
Phone(804) 665-1544
Websitejacobcharlwood.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 4 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Richmond and 11 towns within 25 miles: Bon Air, Tuckahoe, Lakeside, Laurel, Short Pump, Glen Allen, Meadowbrook, East Highland Park, Brandermill, Mechanicsville and Highland Springs.

Based in Richmond, VAView on map

Opening hours

Opening hours for Jacob A. Charlwood, CFP®, AIF®
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Jacob A. Charlwood, CFP®, AIF®

How is Jacob A. Charlwood, CFP®, AIF® ranked in Richmond?

Jacob A. Charlwood, CFP®, AIF® is ranked #17 of 124 financial advisors in Richmond by RFA Score, with 70 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 are Jacob A. Charlwood, CFP®, AIF®’s hours?

Jacob A. Charlwood, CFP®, AIF® is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Jacob A. Charlwood, CFP®, AIF® serve?

Serves Richmond and 11 towns within 25 miles: Bon Air, Tuckahoe, Lakeside, Laurel, Short Pump, Glen Allen, Meadowbrook, East Highland Park, Brandermill, Mechanicsville and Highland Springs. 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 Jacob A. Charlwood, CFP®, AIF®?

Jacob A. Charlwood, CFP®, AIF® has a rating of 5.0 from 15 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 Jacob A. Charlwood, CFP®, AIF®?

Call Jacob A. Charlwood, CFP®, AIF® on (804) 665-1544. The business is at 8720 Stony Point Pkwy Ste 325, Richmond, VA 23235. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Jacob A. Charlwood, CFP®, AIF®? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Jacob A. Charlwood, CFP®, AIF® compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Jacob A. Charlwood, CFP®, AIF® (this business)—705.0 (15)NoNo
Kristopher T. Olexy, CFP , AIF , CLU#15715.0 (16)YesYes0.0 mi
Kairos Financial & Tax#16714.7 (42)NoNo11.5 mi
David C. Luck, CPA#18704.7 (31)——8.9 mi

See all 124 ranked financial advisors in Richmond