VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.

VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC. of GLEN ALLEN, VA is an SEC-registered investment adviser (CRD 151510). Regulatory assets under management: $103.4M.

Registration

• CRD: 151510
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151510 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search