# VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.

VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC. of GLEN ALLEN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 151510
- Type: SEC-registered investment adviser
- Location: 4870 SADLER ROAD, GLEN ALLEN, VA, 23060
- Phone: 800-279-3768
- Latest filing: 2026-02-20
- Regulatory AUM: $103.4M
- Discretionary AUM: $101.9M
- Non-discretionary AUM: $1.5M
- Clients: 2
- Accounts: 349

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151510/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151510/similar
- Related entities: https://search.stillhousedata.com/firm/151510/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151510

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.