Featured Business Financial Advisor in Glen Allen, VA
Glen Allen Financial Advisors
Virginia Estate and Retirement Planning Advisors, Inc.
4870 Sadler Rd, Suite 300
Glen Allen, VA 23060
Phone Number
“Tax Advice, Estate Planning, Investment Advice”
Advisor Profile
Thomas Marshall
Name:  Thomas Marshall
Website:  Visit Website
Disclosure Link:
www.myverpa.com

About Virginia Estate and Retirement Planning Advisors, Inc.

At Virginia Estate and Retirement Planning Advisors, Inc., we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional financial advisors who are brokers. It's a distinction we are proud of and that benefits you:

* Unlike a broker, we are not licensed to sell you securities. * We are a Registered Investment Advisor and only sell you our advice. * You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you. * We are an independent, privately owned firm with deep roots in the community. * We don't have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve. * As an independent advisory, we choose financial products and services that are best suited for you unbiased by the demands and sales quotas that could be imposed by a corporate parent. * Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs. * You receive personal attention and advice from professionals who come to know you.
 

General Information

Gender:    Male
CRD#:    1941207
Firm CRD#:    151510
Name of Custodial Firm:    Charles Schwab, Folio Institutional
States Licensed in:    Virginia
States Willing to do Business in:    Ashland,Aylett,Beaverdam,Bumpass,Chester,Chesterfield,Crozier,Doswell,Glen Allen,Goochland,Gum Spring,Hanover,Henrico,Maidens,Manakin Sabot,Manquin,Mechanicsville,Midlothian,Milford,Montpelier,Moseley,Oilville,Powhatan,Quinton,Richmond,Rockville,Ruther Glen,Sandston,Sandy Hook,Staples Mill
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    15
Work Experience:    A well-known financial educator, Thomas P. Marshall is President of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes. Tom has advised over 800 retirees and pre-retirees, including past employees of the U.S. Government, Wyeth Pharmaceuticals, DuPont, CSX Corporation, Dominion Resources, Capital One Financial Corporation, and many others. He has been assisting investors for over 20 years.

Tom was recently voted "Best Local Financial Planner" by the readers of Style Weekly and in the past has been voted "Best Financial Planner" by the readers of Virginia Living magazine.
I work with the following types of clients:    Businesses, Individual Investors
 

Education

Academic Background
 
BA, Virginia Military Institute MBA, Vanderbilt University
 

Services

Investment Types:    Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, At my office, Via phone, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 63, Series 65
Insurance and Annuity Licenses:    Health, Life
 

Firm Information

Firm's Number of Clients:    120
Assets Managed by Firm:    $50,000,000
Assets Managed by Advisor:    $50,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Based on Assets, Hourly
Additional Details on Charges:    Charges are based on work needed by client. All fees are negotiable.
Minimum Fee Charged for Managed Accounts:    $2,500
Minimum Fee Charged for Hourly Planning Accounts:    $150
Minimum Fee Charged for Flat Fee Accounts:    $300
 
 
 
Prepared By: Thomas Marshall
 
 
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