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Financial Planners in Williamsburg, VA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Williamsburg: Mason & Associates, LLC, RFA Score 70/100; 5.0★ from 68 Google reviews.

  2. 35

    Most-reviewed: Bank of America (with Drive-thru ATM), 136 Google reviews at 2.6★, the most of 38 ranked; ranked #35.

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

38 Williamsburg financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 38 rated firms.

Top 10 financial planners in Williamsburg 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 Williamsburg at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mason & Associates, LLC705.0★ (68)Newport News, 17 mi away—Top score
2First Command Financial Advisor - Aaron Clark, RICP®|PhD|CFP®705.0★ (25)Williamsburg——
3Financial Fit Club695.0★ (77)Hampton, 23 mi away——
4Tenzing Financial685.0★ (17)Williamsburg——
5First Command Financial Advisor - Jason Perry684.9★ (17)Williamsburg——
6First Command Financial Advisor - Shelby Barnetti675.0★ (36)Newport News, 18 mi away——
7Northwestern Mutual - Williamsburg664.4★ (14)Williamsburg——
8Bank of America (with Drive-thru ATM)663.5★ (33)Williamsburg——
9Bank of America (with Drive-thru ATM)663.2★ (42)WilliamsburgSat—
10First Command Financial Advisor - Bryson Spangler655.0★ (8)Williamsburg——

All 38 financial planners in Williamsburg, 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 Williamsburg

    #1 Mason & Associates, LLC

    Based in Newport News, 17 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri–Sun closed
    Address
    2 Bayport Wy Ste 110, Newport News, VA 23606
    View profile for Mason & Associates, LLC(757) 223-9898

  4. #4 Tenzing Financial

    Based in Williamsburg

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1215 Mt Vernon Ave Ste C, Williamsburg, VA 23185
    View profile for Tenzing Financial(757) 703-0030

  14. #14 Bay Rivers Group

    Based in Williamsburg

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5107 Center St, Williamsburg, VA 23188
    View profile for Bay Rivers Group(757) 259-2450

  20. #20 Dawkins Financial

    Based in Newport News, 17 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    700 Tech Center Pkwy Ste 200-9, Newport News, VA 23606
    View profile for Dawkins Financial(757) 530-9700

  21. #21 Latino Knowledge

    Based in Newport News, 11 mi away

    61/100RFA Score

    Ranked #21 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–Thu 10 AM–5 PM · Fri–Sun closed
    View profile for Latino Knowledge(757) 603-3631

  22. #22 Jarver Financial

    Based in Hampton, 23 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–9 PM · Fri–Sun closed
    Address
    4410 E Claiborne Square Ste 334, Hampton, VA 23666
    View profile for Jarver Financial(844) 852-7837

  23. #23 First Command Financial Advisor - Chuck McGee, ChFC®|CLU®|AEP®|RICP®|WMCP®|CFP®

    Based in Newport News, 18 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11827 Canon Blvd Suite 100, Newport News, VA 23606
    View profile for First Command Financial Advisor - Chuck McGee, ChFC®|CLU®|AEP®|RICP®|WMCP®|CFP®(757) 873-0993

  24. #24 MCM Financial

    Based in Newport News, 18 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 9:30 AM–6 PM · Fri 9:30 AM–3 PM · Sat–Sun closed
    Address
    11825 Rock Landing Dr Ste 2C, Newport News, VA 23606
    View profile for MCM Financial(703) 795-1971

All 38 financial planners

#1 to #25 are shown in full above. Here are #26 to #38, in RFA Score order; each links to its profile.

financial planners in Williamsburg, ranks 26 to 38
RankBusinessRFA ScoreGoogle ratingDistance
26Norseman Advisory Group, Inc.605.0★ (6)18 mi
27Bank of America (with Drive-thru ATM)592.5★ (61)14 mi
28Bank of America (with Drive-thru ATM)592.7★ (96)19 mi
29First Command594.3★ (6)18 mi
30First Command Financial Advisor - Itxel DeLucy595.0★ (5)18 mi
31First Command Financial Advisor - Wil Shiang595.0★ (5)18 mi
32First Command Financial Advisor - Jon Waechter585.0★ (3)18 mi
33Pathway Financial Planning, Inc.585.0★ (3)19 mi
34Covenant Wealth Advisors585.0★ (14)In Williamsburg
35Bank of America (with Drive-thru ATM)582.6★ (136)24 mi
36Joss Brown Wealth Advisors585.0★ (3)19 mi
37Nolia Anderson - Financial Advisor, Ameriprise Financial Services, LLC575.0★ (4)22 mi
38Merrill Lynch Wealth Management573.0★ (4)18 mi

Also serving Williamsburg

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 Williamsburg
BusinessGoogle ratingDistance
Amanda Ulishney5.0★ (1)In Williamsburg
Ashton Royce & Co5.0★ (1)In Williamsburg
Besnier Financial Group Inc5.0★ (2)In Williamsburg
Chesapeake Bank - Williamsburg Landing3.0★ (2)In Williamsburg
Compass Wealth Strategies - Ameriprise Financial Services, LLC5.0★ (2)In Williamsburg
Cornerstone Wealth5.0★ (1)In Williamsburg
Davenport & Company LLC5.0★ (6)In Williamsburg
Edward Jones - Financial Advisor: Dave DeBlass, AAMS®5.0★ (2)In Williamsburg
First Command5.0★ (1)In Williamsburg
Jamie Stallings - Morgan Stanley5.0★ (1)In Williamsburg
Morgan Stanley Financial Advisors5.0★ (2)In Williamsburg
Pacific Landfall5.0★ (2)In Williamsburg
Point Comfort Wealth Management5.0★ (1)In Williamsburg
Raymond James Financial Services5.0★ (2)In Williamsburg
Rick Overy - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Williamsburg
SCORE5.0★ (1)In Williamsburg
TCV Trust & Wealth Management5.0★ (1)In Williamsburg
Truist Wealth1.0★ (1)In Williamsburg
Wells Fargo Advisors3.0★ (2)In Williamsburg
William Morrison5.0★ (1)In Williamsburg

How we ranked Williamsburg financial planners

We scored 38 Williamsburg 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 Williamsburg 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 Williamsburg: frequently asked questions

Which financial planner has the highest RFA Score in Williamsburg?

By RFA Score, the highest-ranked financial planner in Williamsburg, VA is Mason & Associates, LLC with an RFA Score of 70/100. It has 5.0★ from 68 Google reviews. First Command Financial Advisor - Aaron Clark, RICP®|PhD|CFP® (#2) and Financial Fit Club (#3) follow. We ranked 38 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Williamsburg?

RankedFinancialAdvisors ranks 38 financial planners serving Williamsburg, VA. 15 of them are based in Williamsburg; 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 Williamsburg work on weekends?

3 of 38 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is Bank of America (with Drive-thru ATM) (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Williamsburg financial planners have?

The median Google rating among 38 rated financial planners in Williamsburg is 5.0★, with a median of 8 reviews. Bank of America (with Drive-thru ATM) has the most, 136 reviews, and ranks #35. 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 Williamsburg count in this ranking?

Yes, if they are within 25 mi of the Williamsburg 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 Williamsburg 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 Williamsburg 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 Williamsburg

  1. November 2026: RFA Scores recalculated for 38 financial planners serving Williamsburg.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Williamsburg pages