Financial Advisors · Chesapeake, VA/Updated June 13, 2026
The 10 Best Financial Advisors in Chesapeake, VA
Finding the right financial advisor in Chesapeake can be challenging, especially with a thin market and varying review counts. This guide helps you weigh options effectively.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Latest update · June 13, 2026: Initial ranking published. 10 Chesapeake-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In Chesapeake, the choice of financial advisors is crucial for managing your investments and planning your future. With a total of 10 providers evaluated, the market here is still developing, meaning trust is being built through reviews and experiences.
Our rankings reflect a careful assessment of each advisor's performance, reputation, and client feedback. We believe in transparency, so our list is updated monthly, ensuring you have the most accurate information at your fingertips.
10financial advisors evaluated in Chesapeake
4.92average rating across the field
146customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To create this ranking, we analyzed the Vetted Scores of all financial advisors in Chesapeake, focusing on their star ratings and the number of reviews. Each provider's score reflects their client satisfaction and overall service quality.
We do not accept payment for placement in our rankings, allowing us to maintain integrity and impartiality. Our evaluations are refreshed monthly, so you can trust that the information you see is current and reliable.
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 stars from 40 reviews, Carolyn Engler at First Command Financial Advisor comes highly recommended. Clients appreciate her personalized approach and ability to simplify complex financial concepts. She excels in retirement planning and investment strategies. However, her services may not be the most budget-friendly option.
Pros
Personalized financial advice
Strong retirement planning focus
Excellent client communication
Cons
Higher fees compared to others
Best forRetirement planning and investment strategies
The Money Advantage, LLC also holds a 5-star rating from 19 reviews. Clients commend their innovative strategies for wealth building and tax efficiency. This firm is particularly well-suited for younger professionals looking to maximize their financial growth. However, their newer presence means fewer reviews to gauge long-term satisfaction. 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 wealth building and tax efficiency. It serves Chesapeake, VA, with $150 to $400 per hour pricing, and the honest trade-offs are limited review history.
Woods Financial has a 5-star rating from 17 reviews, making it a solid choice for financial advice. Clients appreciate their thoroughness and commitment to understanding individual goals. They are particularly effective in financial planning for families. However, they may not offer the most competitive rates in the area. 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 family financial planning. It serves Chesapeake, VA, with $150 to $350 per hour pricing, and the honest trade-offs are pricing may be higher than average.
Epps Financial Services has a solid rating of 4.8 stars from 27 reviews. Clients appreciate the attention to detail and personalized service. They are known for their retirement and investment planning. A downside is that their smaller team may limit availability during peak times. 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 retirement and investment planning. It serves Chesapeake, VA, with $150 to $400 per hour pricing, and the honest trade-offs are limited availability during busy periods.
Tull Financial Group Inc holds a 5-star rating based on 12 reviews. Clients praise their approachable style and expertise in investment management. They are a great choice for those looking for hands-on guidance. However, the limited number of reviews may leave some potential clients cautious. 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 investment management. It serves Chesapeake, VA, with $200 to $450 per hour pricing, and the honest trade-offs are limited client feedback.
Fitzwilliams Financial possesses a rating of 4.4 stars from 26 reviews. Clients appreciate their detailed approach to financial planning and wealth management. They are particularly beneficial for high-net-worth individuals. However, some clients feel the fees can be on the higher side. 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 wealth management. It serves Chesapeake, VA, with $250 to $500 per hour pricing, and the honest trade-offs are higher fees may deter some.
First Command Financial Advisor - Scott Tompkins has received a 5-star rating from 2 reviews. Clients commend his personalized service and dedication. His focus is primarily on military families and veterans. However, the small review count makes it hard to assess long-term client satisfaction. 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 military families and veterans. It serves Chesapeake, VA, with $150 to $400 per hour pricing, and the honest trade-offs are very limited review base.
Sterling Financial Group has a 5-star rating from 1 review, indicating promising but unproven services. The single review highlights excellent customer service and tailored financial advice. However, the lack of more reviews raises questions about the consistency of their service. 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 personalized financial advice. It serves Chesapeake, VA, with $200 to $450 per hour pricing, and the honest trade-offs are only one review available.
Integrated Financial Partners has a 5-star rating from 1 review, suggesting a promising start. The review praises their commitment to understanding client goals. However, with only one review, it's difficult to gauge their overall performance and client satisfaction. 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 client-focused financial services. It serves Chesapeake, VA, with $150 to $400 per hour pricing, and the honest trade-offs are only one review to assess.
Nexus Financial, LLC has a 5-star rating from 1 review, indicating a potential for quality service. The review highlights attentive service and a willingness to adapt to client needs. However, the limited feedback makes it hard to evaluate their overall reliability. 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 adaptable financial services. It serves Chesapeake, VA, with $150 to $400 per hour pricing, and the honest trade-offs are only one review available.
Selecting a financial advisor requires careful consideration of several factors. Here are key points to guide your decision.
Evaluate Experience and Reviews
Look for advisors with a strong track record and positive reviews. Higher review counts can indicate reliability, especially in a thin market.
Consider Service Offerings
Different advisors specialize in various areas. Determine what services you need, such as retirement planning or investment management, and find an advisor that fits.
Compare Fees and Costs
Understand the fee structures of different advisors. Some may offer lower costs, but higher-rated advisors often provide better value through quality advice.
What it costs
What financial advisors cost in Chesapeake
Financial advisory fees in Chesapeake can vary widely based on services and advisor reputation. Here's a breakdown of typical pricing tiers.
Basic ConsultationExpect to pay $100 to $300 for a one-time consultation, which can provide initial guidance on your financial situation.
Hourly RateHourly rates range from $150 to $400, depending on the advisor's experience and expertise.
Annual RetainerSome advisors charge a flat annual fee between $1,500 and $5,000 for ongoing services, which may include regular meetings and portfolio management.
Commission-BasedCommission-based advisors may charge fees based on transactions, which can vary significantly based on the services rendered and assets managed.
Frequently asked questions
How much does financial advising cost in Chesapeake?
Costs can vary widely, but expect rates ranging from $100 to $300 per hour for financial advising services in Chesapeake.
What factors should I consider when choosing a financial advisor?
Look at their rating, number of reviews, and your specific financial needs. A good fit is essential for effective financial planning.
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: <strong>First Command Financial Advisor - Carolyn Engler, RICP®</strong>
First Command Financial Advisor - Carolyn Engler, RICP® is the best overall choice for comprehensive financial planning. If you seek the best value, consider The Money Advantage, LLC, which offers great service at a competitive price. For those ready to splurge, Woods Financial provides personalized strategies that can be worth the investment.
Cityvetted
