Latest update · June 13, 2026: Initial ranking published. 10 Chesapeake-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Choosing a financial advisor is a significant decision that can impact your financial health and future. In Chesapeake, VA, the right advisor can help individuals and families plan for retirement, manage investments, and achieve financial goals. With varied expertise and services, these advisors cater to different needs and preferences.
We evaluated local financial advisors based on their ratings, review counts, and client feedback. Our list highlights those with proven track records and solid reputations, ensuring you have access to trustworthy professionals. No one pays for placement, and we refresh our rankings monthly to reflect the latest insights.
10providers evaluated in Chesapeake
4.94average rating across the field
136customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a perfect rating of 5 from 36 reviews, First Command Financial Advisor - Carolyn Engler, RICP® stands out for her personalized approach and commitment to client success.
To compile this list, we analyzed ten financial advisors in the Chesapeake area, considering factors such as customer ratings, the volume of reviews, and overall satisfaction. We prioritize transparency and accuracy in our evaluations, ensuring our rankings reflect real client experiences.
Our methodology excludes any bias, as businesses do not pay for placement in our rankings. We re-evaluate the entire list monthly, keeping it current with fresh data and insights from clients, ensuring you have the most reliable information when choosing a financial advisor.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 from 36 reviews, First Command Financial Advisor - Carolyn Engler, RICP® stands out for her personalized approach and commitment to client success. Clients commend her for her thorough financial planning and investment strategies, making her an excellent choice for those seeking tailored financial advice. However, the firm’s focus on military families may not appeal to everyone.
Pros
Highly personalized service
Strong client relationships
Expertise in military financial planning
Cons
Niche focus may not suit all clients
Higher fees than some competitors
Best forMilitary families and personalized financial planning
The Money Advantage, LLC holds a 5-star rating from 19 reviews, praised for its innovative strategies and comprehensive financial education. Clients appreciate the emphasis on wealth-building and cash flow management, making it ideal for individuals looking to enhance their financial literacy. A downside is the limited number of reviews, which may leave some potential clients cautious.
Pros
Innovative financial strategies
Focus on education
Strong client support
Cons
Limited review base
Less traditional approach may not suit everyone
Best forWealth building and financial education
Service areaChesapeake, VA
Typical pricing$1,000 to $5,000 for comprehensive planning
Woods Financial boasts a perfect 5-star rating from 17 reviews, with clients highlighting their clear communication and tailored financial strategies. The firm is best suited for families and individuals seeking customized investment plans and retirement solutions. However, the smaller review count may make some potential clients hesitant. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is customized investment and retirement planning. It serves Chesapeake, VA, with $100 to $400 per hour pricing, and the honest trade-offs are smaller review base and limited service offerings compared to larger firms.
Pros
Clear communication
Tailored strategies
Focus on retirement planning
Cons
Smaller review base
Limited service offerings compared to larger firms
Best forCustomized investment and retirement planning
Epps Financial Services has earned a rating of 4.8 from 27 reviews, with clients praising the firm’s professionalism and dedication to financial education. They specialize in retirement planning and investment management, making them a solid choice for those looking to secure their future. One potential drawback is the slightly lower rating compared to others on this list.
Pros
Professional service
Focus on education
Strong reputation
Cons
Lower rating than top competitors
Limited availability for new clients
Best forRetirement planning and investment management
Service areaChesapeake, VA
Typical pricing$1,000 to $5,000 for comprehensive planning
Tull Financial Group Inc has a perfect 5-star rating from 11 reviews, recognized for its comprehensive financial planning and investment strategies. Clients appreciate the firm’s holistic approach to financial management, making it an excellent choice for those wanting thorough oversight of their finances. However, its smaller client base might raise questions for prospective clients.
Fitzwilliams Financial / Fitzwilliams Wealth Management holds a 4.6 rating from 22 reviews, with clients commending their personalized service and investment strategies. They excel in wealth management and retirement planning, making them a good option for those focused on long-term financial growth. A caveat is that their services may be on the higher end of the pricing spectrum.
Pros
Personalized service
Strong investment strategies
Focus on wealth management
Cons
Higher fees
Limited availability for new clients
Best forWealth management and retirement planning
Service areaChesapeake, VA
Typical pricing$1,000 to $5,000 for comprehensive planning
Integrated Financial Partners is a promising but unproven option, currently holding a 5-star rating from just 1 review. Clients appreciate the attentive service, but the lack of a substantial review base may leave potential clients unsure. This firm could be a good fit for those seeking a fresh perspective in financial advisory.
Pros
Attentive service
New perspective on financial planning
Cons
Thin review base
Limited client testimonials
Best forNew clients looking for personalized attention
Sterling Financial Group is another promising but unproven choice with a 5-star rating from just 1 review. Clients have noted their responsiveness and willingness to assist, but the limited review count may raise concerns for those seeking a more established advisor. This firm may appeal to individuals looking for personalized service without a large client base.
First Command Financial Advisor - Scott Tompkins, CMFA™ also has a perfect 5-star rating from 1 review. While clients appreciate the dedication and personalized service, the single review makes it difficult to assess the overall quality of service. This advisor may be suitable for those seeking one-on-one attention but should be approached with caution due to the limited feedback.
Nexus Financial, LLC is another promising but unproven option, holding a 5-star rating from just 1 review. While the feedback praises their service, the lack of a solid review base may deter potential clients. This firm could be a fit for those wanting to try a newer advisor but should be evaluated carefully.
Selecting a financial advisor requires careful consideration of several factors. Here are key points to guide your decision-making process.
Consider Credentials
Look for advisors with recognized certifications such as CFP, CFA, or RICP, ensuring they have the necessary expertise to guide you.
Evaluate Experience
Choose an advisor with a solid track record and extensive experience in financial planning, investment strategies, or retirement planning.
Review Client Feedback
Pay attention to reviews and testimonials from previous clients to gauge their satisfaction and the advisor's reliability.
Assess Services Offered
Different advisors provide varied services. Ensure the advisor you choose aligns with your specific financial needs and goals.
What it costs
What financial advisors cost in Chesapeake
The cost of hiring a financial advisor can vary significantly based on their services and pricing structures. Here are common pricing models.
Hourly RateSome advisors charge an hourly fee ranging from $100 to $400 for consultations and services.
Flat FeeFlat fees for comprehensive financial planning can range from $1,000 to $5,000, depending on the complexity of your needs.
Percentage of Assets Under ManagementMany advisors charge a fee between 0.5% to 1% of assets managed annually.
Retainer FeeSome advisors may offer a retainer model, costing anywhere from $2,000 to $10,000 annually for ongoing services.
Frequently asked questions
How much does financial advising cost in Chesapeake?
Costs can range from $100 to $400 per hour, or flat fees from $1,000 to $5,000 for comprehensive planning.
What qualifications should I look for in a financial advisor?
Look for certifications such as CFP, CFA, or RICP, indicating they have the necessary expertise.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Chesapeake residents: Editor's Choice Carolyn Engler
For those seeking expert financial guidance in Chesapeake, the top three options are Carolyn Engler from First Command Financial Advisor, recognized for her personalized service, The Money Advantage for its innovative strategies, and Woods Financial for tailored investment plans. Each brings a unique strength, ensuring you find the right fit for your financial goals.
Cityvetted
