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Financial Planners in Brandermill, VA: 2026 rankings

84 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brandermill: Financial Freedom Planners, RFA Score 74/100; 5.0★ from 135 Google reviews.

  2. 3

    Most-reviewed: Paramount Tax & Accounting CPAs Richmond East, 100 Google reviews at 5.0★, the most of 84 ranked after Financial Freedom Planners; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

84 Brandermill financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 84 rated firms.

Top 10 financial planners in Brandermill at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Brandermill at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Financial Freedom Planners745.0★ (135)Glen Allen, 17 mi away—Top score
2Welcome Home Financial Partners724.9★ (46)Bon Air, 6 mi away——
3Paramount Tax & Accounting CPAs Richmond East725.0★ (100)Mechanicsville, 19 mi away—Most reviews
4Virginia Estate and Retirement Planning Advisors, Inc.715.0★ (60)Glen Allen, 17 mi away——
5Anchor Financial Group704.1★ (35)Brandermill——
6Kairos Financial & Tax704.7★ (42)Chester, 12 mi awayEvenings—
7Prosperity Growth Strategies Wealth Management694.8★ (47)Glen Allen, 17 mi away——
8True North Advisors695.0★ (37)Glen Allen, 16 mi away——
9Ascent Financial Group695.0★ (29)Richmond, 13 mi away——
10United Bank694.8★ (21)Bon Air, 9 mi away——

All 84 financial planners in Brandermill, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Brandermill

    #1 Financial Freedom Planners

    Based in Glen Allen, 17 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 135 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 135 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4801 Cox Rd Ste 201, Glen Allen, VA 23060
    View profile for Financial Freedom Planners(804) 277-9734

  5. #5 Anchor Financial Group

    Based in Brandermill

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.1★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5309 Commonwealth Centre Pkwy, Midlothian, VA 23112
    View profile for Anchor Financial Group(804) 673-9070

  6. #6 Kairos Financial & Tax

    Based in Chester, 12 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 42 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat–Sun closed
    Address
    7726 Jefferson Davis Highway, North Chesterfield, VA 23237
    View profile for Kairos Financial & Tax(804) 303-3207

  8. #8 True North Advisors

    Based in Glen Allen, 16 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4551 Cox Rd Suite 215, Glen Allen, VA 23060
    View profile for True North Advisors(804) 749-0749

  9. #9 Ascent Financial Group

    Based in Richmond, 13 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    413 Stuart Cir S Ste 220, Richmond, VA 23220
    View profile for Ascent Financial Group(804) 602-2121

  10. #10 United Bank

    Based in Bon Air, 9 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2730 Buford Rd, North Chesterfield, VA 23235
    View profile for United Bank(804) 335-1127

  18. #18 Moore Financial Services

    Based in Richmond, 6 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    567 B Southlake Blvd, Richmond, VA 23236
    View profile for Moore Financial Services(804) 379-3212

  22. #22 GRIP Financial

    Based in Brandermill

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    14321 Winter Breeze Dr Ste 191, Midlothian, VA 23113
    View profile for GRIP Financial(804) 369-4747

  25. #25 First Command

    Based in Colonial Heights, 19 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    320 B Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834
    View profile for First Command(804) 520-4045

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 84 ranked financial planners here; the rest are on their profiles.

financial planners in Brandermill, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Strathmore Capital Advisors664.8★ (19)17 mi
27Vaught, Spangler and Associates Financial Services665.0★ (3)In Brandermill
28Bankers Life663.6★ (11)6 mi
29Abacus Financial Services654.7★ (14)15 mi
30Kotini & Kotini655.0★ (11)15 mi
31Mutual of Omaha Reverse Mortgage655.0★ (11)17 mi
32Bank of America Financial Center654.1★ (13)14 mi
33Harris Financial Group655.0★ (4)6 mi
34Prime Capital Financial655.0★ (9)15 mi
35Bank of America (with Drive-thru ATM)653.8★ (58)22 mi
361752 Financial, Inc.644.6★ (9)14 mi
37First Command Financial Advisor - Ethan Porter, CMFA™645.0★ (12)19 mi
38Fidelity Investments643.6★ (25)15 mi
39Davenport & Company LLC644.3★ (10)14 mi
40Old Dominion Investment & Retirement Advisors644.9★ (7)13 mi
41RVA Wealth Management645.0★ (9)16 mi
42Hill Wealth Strategies644.0★ (4)6 mi
43Verus Financial Partners644.2★ (5)10 mi
44Agecroft Partners645.0★ (5)12 mi
45Bank of America (with Drive-thru ATM)642.6★ (58)6 mi
46Carlson Financial644.1★ (12)17 mi
47First Command Financial Advisor - Harry Jaeger635.0★ (9)19 mi
48Bank of America (with Drive-thru ATM)632.8★ (60)10 mi
49Joshua Hutchinson, APMA , CRPC , WMS635.0★ (3)10 mi
50Applewhite Tyll Retirement Planners Powered by LPL Financial635.0★ (28)14 mi

Also serving Brandermill

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Brandermill
BusinessGoogle ratingDistance
ADB Worldwide Solutions5.0★ (5)In Brandermill
Buehler & Berryhill Financial Partners, LLC5.0★ (2)In Brandermill
Chuck Bennett Jr: Primerica - Financial Services5.0★ (1)In Brandermill
Edward Jones - Financial Advisor: Anne-Marie S Carlson, CRPC™5.0★ (1)In Brandermill
Edward Jones - Financial Advisor: Brittany L Hale, CFP®|CPWA®5.0★ (1)In Brandermill
Edward Jones - Financial Advisor: Golden Merrill, AAMS®|CRPC™5.0★ (7)In Brandermill
Edward Jones - Financial Advisor: Greg Snow4.5★ (2)In Brandermill
Edward Jones - Financial Advisor: Kevin G Foster5.0★ (2)In Brandermill
Edward Jones - Financial Advisor: Mark Mellon, CFP®5.0★ (38)In Brandermill
Edward Jones - Financial Advisor: Mathew R Remington, CEPA®|AAMS®5.0★ (7)In Brandermill
Edward Jones - Financial Advisor: Sam Knight, CFP®5.0★ (2)In Brandermill
Justin Martin - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Brandermill
Kathleen Gillikin Maccubbin: Primerica - Financial Services5.0★ (6)In Brandermill
Kelly M Barnes - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Brandermill
Kenneth C. Kapinskis, AIF, RICP5.0★ (4)In Brandermill
Louis G Frates - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Brandermill
Mark Gottschalk - Thrivent5.0★ (1)In Brandermill
Owen Ricketts - Ameriprise Financial Services, Inc.5.0★ (1)In Brandermill
Sam Wooton - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Brandermill
Swift Creek Wealth Management, LLC5.0★ (2)In Brandermill

How we ranked Brandermill financial planners

We scored 84 Brandermill financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Brandermill data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Brandermill: frequently asked questions

Which financial planner has the highest RFA Score in Brandermill?

By RFA Score, the highest-ranked financial planner in Brandermill, VA is Financial Freedom Planners with an RFA Score of 74/100. It has 5.0★ from 135 Google reviews. Welcome Home Financial Partners (#2) and Paramount Tax & Accounting CPAs Richmond East (#3) follow. We ranked 84 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Brandermill?

RankedFinancialAdvisors ranks 84 financial planners serving Brandermill, VA. 8 of them are based in Brandermill; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Brandermill work on weekends?

7 of 84 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is Kristopher T. Olexy, CFP , AIF , CLU (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brandermill financial planners have?

The median Google rating among 84 rated financial planners in Brandermill is 5.0★, with a median of 10 reviews. Financial Freedom Planners has the most, 135 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Brandermill count in this ranking?

Yes, if they are within 25 mi of the Brandermill city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Brandermill ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Brandermill a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Brandermill

  1. November 2026: RFA Scores recalculated for 84 financial planners serving Brandermill.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Brandermill pages