CityVettedCityvetted
Independent. Never pay-to-play.
Local services · Newport News, VA/Updated June 13, 2026

The Best Financial Advisors in Newport News, VA

Finding the right financial advisor in Newport News can be challenging, but our curated list highlights the best options available.

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.

In Newport News, financial advisors play a vital role in helping individuals and families manage their wealth and plan for the future. With a range of services from investment management to retirement planning, selecting a trustworthy advisor is essential for financial success.

To create this list, we evaluated ten financial advisors in the Newport News area based on their Vetted Scores, client reviews, and overall service quality. Each advisor offers unique strengths, making it easier for you to find the right fit for your financial needs.

10providers evaluated in Newport News
4.72average rating across the field
128customer reviews analyzed

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

How much does this service 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)

Mason & Associates, LLC has a perfect rating of 5 from 68 reviews, with clients praising their personalized service and in-depth financial planning.

Read full review
Best Value
95Score

First Command Financial Advisor - Shelby Barnetti boasts a perfect rating of 5 from 30 reviews.

Read full review
Most Reviewed
94Score

MCM Financial

★★★★★5.0(8 reviews)

MCM Financial has garnered a perfect rating of 5 from 8 reviews.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
5.0★★★★★
68Comprehensive wealth management
2
95Score
5.0★★★★★
30Military financial planning
3
MCM Financial
MCM Financial
Most Reviewed
94Score
5.0★★★★★
8Uncomplicated financial advice
4
92Score
5.0★★★★★
7Retirement planning
5
90Score
5.0★★★★★
3Personalized investment advice
6
88Score
5.0★★★★★
2Financial literacy education
7
85Score
5.0★★★★★
1Professional financial service
8
83Score
4.5★★★★★
2Informed investment strategies
9
80Score
4.0★★★★★
4Comprehensive financial services
10
78Score
3.7★★★★★
3Basic financial advice
Methodology

How we evaluated all 10 providers.

Our evaluation process involved analyzing client reviews, ratings, and service offerings of financial advisors in Newport News. We combined qualitative feedback with quantitative scores to ensure a balanced assessment.

No business pays for placement in our rankings, allowing us to provide an unbiased perspective. We refresh our evaluations monthly to capture the latest data and trends in client satisfaction. Last updated June 13, 2026.

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

Mason & Associates, LLC has a perfect rating of 5 from 68 reviews, with clients praising their personalized service and in-depth financial planning. They are best known for their comprehensive wealth management strategies. However, they may not be the best fit for those seeking a more hands-off approach. 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 comprehensive wealth management. It serves Newport News and surrounding areas, with $1,000 to $5,000 for specific services pricing, and the honest trade-offs are may not suit hands-off investors and limited online resources.

Pros

  • Highly rated for personalized service
  • Strong wealth management strategies
  • Experienced team

Cons

  • May not suit hands-off investors
  • Limited online resources
Best forComprehensive wealth management
Service areaNewport News and surrounding areas
Typical pricing$1,000 to $5,000 for specific services
2
Best Value

First Command Financial Advisor - Shelby Barnetti

★★★★★5.0(30 reviews)
95Score

First Command Financial Advisor - Shelby Barnetti boasts a perfect rating of 5 from 30 reviews. Clients appreciate her approachable nature and extensive knowledge of military financial planning. She excels in providing value for military families. However, her services may be more tailored to those with military backgrounds. 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 military financial planning. It serves Newport News and nearby regions, with $100 to $300 per hour pricing, and the honest trade-offs are services may cater more to military personnel and less experience with civilian finances.

Pros

  • Great for military families
  • Approachable and knowledgeable
  • Strong client relationships

Cons

  • Services may cater more to military personnel
  • Less experience with civilian finances
Best forMilitary financial planning
Service areaNewport News and nearby regions
Typical pricing$100 to $300 per hour
3
Most Reviewed

MCM Financial

★★★★★5.0(8 reviews)
94Score

MCM Financial has garnered a perfect rating of 5 from 8 reviews. Clients commend their straightforward approach and clear communication. They are particularly well-suited for individuals seeking uncomplicated financial advice. However, the thin review base suggests they are promising but unproven on a larger scale. 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 uncomplicated financial advice. It serves Newport News area, with $1,500 to $3,500 for flat fees pricing, and the honest trade-offs are limited reviews and less experience with complex cases.

Pros

  • Straightforward advice
  • Clear communication
  • Focus on individual needs

Cons

  • Limited reviews
  • Less experience with complex cases
Best forUncomplicated financial advice
Service areaNewport News area
Typical pricing$1,500 to $3,500 for flat fees

First Command Financial Advisor - Chuck McGee has a 5-star rating from 7 reviews, with clients highlighting his expertise in retirement planning. He is best for those looking for a thorough retirement strategy. However, his limited review count raises questions about his overall client 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 planning. It serves Newport News and surrounding areas, with $1,000 to $4,000 for flat fees pricing, and the honest trade-offs are limited reviews and may not cover all financial areas.

Pros

  • Expertise in retirement planning
  • Personalized service
  • Good client rapport

Cons

  • Limited reviews
  • May not cover all financial areas
Best forRetirement planning
Service areaNewport News and surrounding areas
Typical pricing$1,000 to $4,000 for flat fees
5

Joss Brown Wealth Advisors

★★★★★5.0(3 reviews)
90Score

Joss Brown Wealth Advisors holds a perfect 5-star rating from 3 reviews, with clients praising their attentive service and tailored advice. They excel in providing personalized investment strategies. However, their limited review base makes them promising but unproven for broader clientele. 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 investment advice. It serves Newport News and nearby areas, with $1,500 to $5,000 for flat fees pricing, and the honest trade-offs are limited reviews and less experience with larger portfolios.

Pros

  • Attentive service
  • Tailored investment strategies
  • Strong client focus

Cons

  • Limited reviews
  • Less experience with larger portfolios
Best forPersonalized investment advice
Service areaNewport News and nearby areas
Typical pricing$1,500 to $5,000 for flat fees

First Command Financial Advisor - Scott Campbell has earned a perfect rating of 5 from 2 reviews. Clients appreciate his commitment to financial education and planning. He is best for individuals seeking guidance on financial literacy. However, his very limited review count may not provide a complete picture of his services.

Pros

  • Focus on financial education
  • Personalized planning
  • Strong client relationships

Cons

  • Very limited reviews
  • May not suit those needing complex advice
Best forFinancial literacy education
Service areaNewport News area
Typical pricing$100 to $300 per hour
7

Raymond James Financial Services

★★★★★5.0(1 reviews)
85Score

Raymond James Financial Services has a perfect 5-star rating from 1 review, with clients noting their professional demeanor and attentive service. They are best for individuals seeking a professional touch. However, the single review makes their reliability uncertain. 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 professional financial service. It serves Newport News and surrounding areas, with $1,000 to $3,000 for flat fees pricing, and the honest trade-offs are only one review and limited service offerings detailed.

Pros

  • Professional service
  • Attentive to client needs

Cons

  • Only one review
  • Limited service offerings detailed
Best forProfessional financial service
Service areaNewport News and surrounding areas
Typical pricing$1,000 to $3,000 for flat fees
8

Richard Holden - Raymond James

★★★★★4.5(2 reviews)
83Score

Richard Holden - Raymond James has a strong rating of 4.5 from 2 reviews, with clients appreciating his insightful advice and market knowledge. He is best for those seeking informed investment strategies. However, the limited review base may not reflect a comprehensive service history. 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 informed investment strategies. It serves Newport News area, with $1,000 to $5,000 for flat fees pricing, and the honest trade-offs are limited reviews and less client feedback overall.

Pros

  • Insightful advice
  • Good market knowledge

Cons

  • Limited reviews
  • Less client feedback overall
Best forInformed investment strategies
Service areaNewport News area
Typical pricing$1,000 to $5,000 for flat fees
9

Morgan Stanley Financial Advisors

★★★★★4.0(4 reviews)
80Score

Morgan Stanley Financial Advisors has a rating of 4 from 4 reviews, with clients recognizing their extensive resources and professional service. They are suitable for clients needing comprehensive financial services. However, their higher fees may not appeal to everyone. 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 comprehensive financial services. It serves Newport News and surrounding areas, with $1,500 to $10,000 depending on services pricing, and the honest trade-offs are higher fees and mixed reviews.

Pros

  • Extensive resources
  • Professional service

Cons

  • Higher fees
  • Mixed reviews
Best forComprehensive financial services
Service areaNewport News and surrounding areas
Typical pricing$1,500 to $10,000 depending on services
10

Dawkins Financial

★★★★★3.7(3 reviews)
78Score

Dawkins Financial has a rating of 3.7 from 3 reviews. While clients appreciate the friendly service, they note a lack of detailed financial strategies. They may suit those seeking basic advice, but their limited expertise may not satisfy more complex financial needs. 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 basic financial advice. It serves Newport News area, with $100 to $200 per hour pricing, and the honest trade-offs are limited expertise and less detailed strategies.

Pros

  • Friendly service
  • Basic financial advice

Cons

  • Limited expertise
  • Less detailed strategies
Best forBasic financial advice
Service areaNewport News area
Typical pricing$100 to $200 per hour
Before you book

How to choose a Financial Advisor in Newport News

Choosing a financial advisor is a significant decision that can impact your financial future. Consider the following factors to help guide your choice.

Experience and Credentials

Look for advisors with relevant experience and certifications, such as CFP or ChFC, to ensure they have the expertise needed to manage your finances.

Client Reviews

Read client testimonials and reviews to gauge the advisor's reputation and service quality. A strong track record can provide peace of mind.

Fee Structure

Understand how the advisor charges for their services, whether it's a flat fee, hourly rate, or a percentage of assets under management.

Personal Connection

Choose an advisor you feel comfortable with, as a strong personal rapport can enhance communication and trust.

What it costs

What Financial Advisors cost in Newport News

The cost of financial advisory services can vary significantly based on the advisor's experience and the complexity of your financial situation. Here’s a general overview of what you might expect to pay.

Hourly RateTypically ranges from $100 to $300 per hour, depending on the advisor’s experience and services offered.
Flat FeesSome advisors offer flat fees for specific services, which can range from $1,000 to $5,000.
Percentage of Assets Under ManagementCommonly charged at 1% to 1.5% annually, based on the total assets managed.
Retainer FeesAdvisors may charge a monthly or annual retainer fee, typically ranging from $1,500 to $10,000.

Frequently asked questions

How much does Financial Advisors cost in Newport News?

The cost typically ranges from $100 to $300 per hour or $1,000 to $5,000 for flat fees, depending on the advisor's services.

What should I look for in a Financial Advisor?

Consider their experience, client reviews, fee structure, and your personal comfort with them.

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 households: Editor's Choice Mason & Associates, LLC

For residents seeking a reliable financial advisor in Newport News, Mason & Associates, LLC stands out for its personalized services and strong client relationships. Also noteworthy are First Command Financial Advisor - Shelby Barnetti, ideal for military families, and MCM Financial, known for their straightforward approach.