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Financial Advisors · Newport News, VA/Updated June 13, 2026

The 10 Best Financial Advisors in Newport News, VA

Navigating your finances can be daunting. Choose wisely to secure your financial future with the right advisor.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceMason & Associates, LLC
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Newport News-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.

Finding a financial advisor in Newport News is crucial for managing your financial health. With a limited number of providers evaluated in this metro area, you want to avoid common pitfalls that can lead to poor financial decisions.

Our list ranks the best financial advisors based on real client reviews and ratings. We analyzed 10 local firms, ensuring that our selections reflect quality service and trustworthiness in this evolving market.

10financial advisors evaluated in Newport News
4.88average rating across the field
142customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Newport News? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
96Score

Mason & Associates, LLC

★★★★★5.0(68 reviews)

With a perfect 5-star rating from 68 reviews, Mason & Associates, LLC is a standout in Newport News.

Read full review
Best Value
95Score

First Command Financial Advisor - Shelby Barnetti holds a 5-star rating from 36 reviews, with clients highlighting her dedication to financial education and planning.

Read full review
Most Reviewed
92Score

MCM Financial

★★★★★5.0(8 reviews)

MCM Financial has a 5-star rating from 8 reviews, praised for its approachable financial planning and investment strategies.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
5.0★★★★★
68Retirement planning
2
95Score
5.0★★★★★
36Military families and young professionals
3
MCM Financial
MCM Financial
Most Reviewed
92Score
5.0★★★★★
8General financial planning
4
85Score
5.0★★★★★
8Life insurance and investments
5
82Score
4.6★★★★★
9Debt management and budgeting
6
80Score
5.0★★★★★
3High-net-worth individuals
7
80Score
5.0★★★★★
3Retirement and estate planning
8
78Score
5.0★★★★★
1Personalized financial guidance
9
78Score
5.0★★★★★
1Financial education
10
80Score
4.2★★★★★
5Diverse investment options
Methodology

How we evaluated all 10 financial advisors.

We evaluated financial advisors in Newport News by examining their client reviews, ratings, and overall reputation. Each provider was scored based on a transparent methodology, ensuring that no one pays for placement on our list.

This ranking is updated monthly, allowing us to reflect changes in service quality or client satisfaction. Our goal is to equip you with the best information to make informed choices.

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.

Full reviews

The rankings · in order
1
★ Editor's Choice

Mason & Associates, LLC

★★★★★5.0(68 reviews)
96Score

With a perfect 5-star rating from 68 reviews, Mason & Associates, LLC is a standout in Newport News. Clients consistently praise their personalized approach and expertise in retirement planning. They excel at helping clients build long-term financial strategies. However, as a high-demand firm, appointment availability may be limited. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is retirement planning. It serves Newport News, VA, with $150 to $300 per hour pricing, and the honest trade-offs are limited appointment availability.

Pros

  • Personalized financial strategies
  • Strong retirement planning expertise
  • High client satisfaction

Cons

  • Limited appointment availability
Best forRetirement planning
Service areaNewport News, VA
Typical pricing$150 to $300 per hour
2
Best Value

First Command Financial Advisor - Shelby Barnetti

★★★★★5.0(36 reviews)
95Score

First Command Financial Advisor - Shelby Barnetti holds a 5-star rating from 36 reviews, with clients highlighting her dedication to financial education and planning. She is particularly effective for military families and young professionals seeking comprehensive financial guidance. However, her services might lean towards those with more complex financial needs.

Pros

  • Dedicated financial education
  • Great for military families
  • Comprehensive financial planning

Cons

  • Best for complex financial needs
Best forMilitary families and young professionals
Service areaNewport News, VA
Typical pricing$100 to $250 per hour
3
Most Reviewed

MCM Financial

★★★★★5.0(8 reviews)
92Score

MCM Financial has a 5-star rating from 8 reviews, praised for its approachable financial planning and investment strategies. Clients appreciate the firm’s attention to detail and willingness to answer questions. While their review count is lower than others, their promising feedback indicates a solid foundation for growth. 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 general financial planning. It serves Newport News, VA, with $120 to $250 per hour pricing, and the honest trade-offs are lower review count.

Pros

  • Approachable financial planning
  • Detail-oriented service
  • Responsive to client inquiries

Cons

  • Lower review count
Best forGeneral financial planning
Service areaNewport News, VA
Typical pricing$120 to $250 per hour

First Command Financial Advisor - Chuck McGee has a 5-star rating from 8 reviews. Clients appreciate his expertise in life insurance and investment strategies. He excels at providing tailored solutions for families. However, some clients note he may be more focused on specific products than broader financial planning. 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 life insurance and investments. It serves Newport News, VA, with $100 to $200 per hour pricing, and the honest trade-offs are focus on specific products.

Pros

  • Expertise in life insurance
  • Tailored financial solutions
  • Good for families

Cons

  • Focus on specific products
Best forLife insurance and investments
Service areaNewport News, VA
Typical pricing$100 to $200 per hour
5

Dawkins Financial

★★★★★4.6(9 reviews)
82Score

Dawkins Financial has a strong 4.6-star rating from 9 reviews. Clients appreciate the firm’s focus on debt management and budgeting. It’s a good choice for those needing help with financial literacy. However, their smaller client base may affect the breadth of services offered. 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 debt management and budgeting. It serves Newport News, VA, with $75 to $150 per hour pricing, and the honest trade-offs are smaller client base.

Pros

  • Focus on debt management
  • Good budgeting advice
  • Helpful for financial literacy

Cons

  • Smaller client base
Best forDebt management and budgeting
Service areaNewport News, VA
Typical pricing$75 to $150 per hour
6

Joss Brown Wealth Advisors

★★★★★5.0(3 reviews)
80Score

Joss Brown Wealth Advisors holds a 5-star rating from 3 reviews. Clients praise the personalized service and thorough financial analyses. They are particularly good for high-net-worth individuals seeking tailored investment strategies. However, with only a few reviews, they remain a promising but unproven choice. 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 high-net-worth individuals. It serves Newport News, VA, with $200 to $400 per hour pricing, and the honest trade-offs are limited review base.

Pros

  • Personalized service
  • Thorough financial analyses
  • Good for high-net-worth clients

Cons

  • Limited review base
Best forHigh-net-worth individuals
Service areaNewport News, VA
Typical pricing$200 to $400 per hour
7

Pathway Financial Planning, Inc.

★★★★★5.0(3 reviews)
80Score

Pathway Financial Planning, Inc. has a perfect 5-star rating from 3 reviews. Clients highlight their focus on retirement and estate planning. They offer a good range of services for individuals looking to secure their financial future. However, like other newer firms, they have a limited review base. 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 estate planning. It serves Newport News, VA, with $150 to $300 per hour pricing, and the honest trade-offs are limited review base.

Pros

  • Focus on retirement planning
  • Estate planning services
  • Good range of services

Cons

  • Limited review base
Best forRetirement and estate planning
Service areaNewport News, VA
Typical pricing$150 to $300 per hour
8

Teagle Financial Services

★★★★★5.0(1 reviews)
78Score

Teagle Financial Services has a 5-star rating from 1 review. Clients appreciate the personalized attention and guidance. However, with such a thin review base, potential clients may want to seek out additional feedback before making a decision. 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 guidance. It serves Newport News, VA, with $100 to $250 per hour pricing, and the honest trade-offs are very limited review base.

Pros

  • Personalized attention
  • Guidance tailored to clients

Cons

  • Very limited review base
Best forPersonalized financial guidance
Service areaNewport News, VA
Typical pricing$100 to $250 per hour

First Command District Advisor - Cliff Weddington has a 5-star rating from 1 review. Clients mention his thoroughness and commitment to financial education. Yet, like Teagle Financial, this firm has a very thin review base which may leave potential clients wanting more feedback. 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 financial education. It serves Newport News, VA, with $100 to $200 per hour pricing, and the honest trade-offs are extremely limited review base.

Pros

  • Thorough financial education
  • Personalized service

Cons

  • Extremely limited review base
Best forFinancial education
Service areaNewport News, VA
Typical pricing$100 to $200 per hour
10

Morgan Stanley Financial Advisors

★★★★★4.2(5 reviews)
80Score

Morgan Stanley Financial Advisors has a solid 4.2-star rating from 5 reviews. Clients appreciate their global reach and investment options. They are a good choice for those looking for a well-known brand. However, their larger corporate structure may result in less personalized service compared to smaller firms. 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 diverse investment options. It serves Newport News, VA, with $200 to $500 per hour pricing, and the honest trade-offs are less personalized service.

Pros

  • Global reach
  • Diverse investment options
  • Well-known brand

Cons

  • Less personalized service
Best forDiverse investment options
Service areaNewport News, VA
Typical pricing$200 to $500 per hour
Before you book

How to choose a financial advisor in Newport News

Selecting the right financial advisor is a significant decision. Here are key questions to ask potential providers to ensure they align with your financial goals.

What are your qualifications?

Inquire about certifications and experience to gauge their expertise in financial planning.

How do you charge for your services?

Understanding their fee structure is crucial. Ask if they charge flat fees, commissions, or a percentage of assets managed.

Can you provide client references?

Requesting references allows you to hear firsthand about others’ experiences and satisfaction with their services.

What it costs

What financial advisors cost in Newport News

The cost of hiring a financial advisor can vary widely based on their services and fee structure. Here’s a breakdown of typical pricing tiers in Newport News.

Hourly RateExpect to pay between $100 to $300 per hour for financial advice.
Flat FeeSome advisors charge a flat fee ranging from $1,000 to $5,000 for comprehensive planning.
Asset-Based FeeMany charge a percentage of assets managed, typically around 1% annually.
Commission-BasedCertain advisors earn commissions on products sold, which can vary widely.

Frequently asked questions

How much does financial advising cost in Newport News?

Costs can vary significantly, but you might expect fees for financial advising in Newport News to range from $100 to $300 per hour, depending on the advisor's experience and services offered.

What should I consider when choosing a financial advisor?

Look for their experience, specialty areas, and the number of client reviews. In Newport News, many advisors have fewer than 50 reviews, so consider how that impacts your trust level.

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 Newport News residents: <strong>Mason & Associates, LLC</strong>

The clear choice for financial advising in Newport News is Mason & Associates, LLC. With a perfect 5-star rating based on 68 reviews, they offer a solid foundation of trust. If you're looking for alternatives, consider First Command Financial Advisor - Shelby Barnetti, especially if you prefer a personalized approach with 36 reviews backing a similar 5-star rating. For those who want to explore a smaller firm, MCM Financial has promising potential with 5 stars on just 8 reviews, but be aware that their track record is still developing.