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Local services · Norfolk, VA/Updated June 13, 2026

The Best Financial Advisors in Norfolk, VA

Finding the right financial advisor is crucial for your financial health. Our ranked list highlights top-rated professionals in Norfolk.

Editorially independent10 companies evaluated
cover story
★ Editor's Choice1.oak Financial
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Norfolk-metro financial advisors businesses evaluated, top 7 ranked by Vetted Score.

In Norfolk, VA, the right financial advisor can make a significant difference in managing your investments, planning for retirement, and achieving your financial goals. With a growing number of professionals offering personalized services, it’s essential to choose someone who aligns with your needs and values.

We evaluated ten financial advisors in the Norfolk area based on their client reviews, overall ratings, and service offerings. Our rankings reflect a commitment to transparency, ensuring you have access to the best options without any paid placements influencing the results.

10providers evaluated in Norfolk
4.81average rating across the field
62customer reviews analyzed

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

How much does this service cost in Norfolk? See the price breakdown →

Our top picks

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

1.oak Financial

★★★★★5.0(29 reviews)

With a perfect rating of 5 from 29 reviews, 1.oak Financial stands out for its personalized approach and commitment to client education.

Read full review
Best Value
95Score

First Command Financial Advisor - Tierra Diouf has a top rating of 5 from 15 reviews, praised for its focus on military families and tailored financial strategies.

Read full review
Most Reviewed
94Score

First Command Financial Advisor - Carl Hess

★★★★★5.0(12 reviews)

First Command Financial Advisor - Carl Hess boasts a 5-star rating from 12 reviews, with clients highlighting the advisor's expertise in investment strategies and personalized service.

Read full review

All 7, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
1.oak Financial
1.oak Financial
Editor's Choice
96Score
5.0★★★★★
29Comprehensive financial planning
2
95Score
5.0★★★★★
15Military families and retirement planning
3
94Score
5.0★★★★★
12Investment strategies and personalized service
4
92Score
5.0★★★★★
1Personalized financial planning
5
90Score
5.0★★★★★
1Individualized attention
6
88Score
5.0★★★★★
1Tailored financial planning
7
78Score
3.7★★★★★
3Clients seeking institutional resources
Methodology

How we evaluated all 10 providers.

To determine the top financial advisors, we analyzed a range of factors, including customer ratings, the number of reviews, and the overall reputation of each advisor. Each business was scored on a scale from 0 to 100, with the highest scores reflecting superior client satisfaction and service quality.

Our rankings are updated monthly, ensuring you receive the most current information. We do not accept payment for placement, allowing for unbiased and accurate recommendations based solely on merit.

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

1.oak Financial

★★★★★5.0(29 reviews)
96Score

With a perfect rating of 5 from 29 reviews, 1.oak Financial stands out for its personalized approach and commitment to client education. Reviewers commend the team's clear communication and tailored strategies, making it an excellent choice for individuals seeking comprehensive financial planning. However, its premium services may not be suitable for those with simpler financial needs.

Pros

  • Personalized financial strategies
  • Strong client communication
  • High client satisfaction

Cons

  • Premium pricing
  • May not suit all financial situations
Best forComprehensive financial planning
Service areaNorfolk, VA
Typical pricing$150 to $400 per hour
2
Best Value

First Command Financial Advisor - Tierra Diouf

★★★★★5.0(15 reviews)
95Score

First Command Financial Advisor - Tierra Diouf has a top rating of 5 from 15 reviews, praised for its focus on military families and tailored financial strategies. Clients appreciate the advisor's dedication to long-term wealth building and retirement planning. However, some may find the firm’s offerings limited compared to larger firms.

Pros

  • Specializes in military financial needs
  • Strong client relationships
  • Effective retirement planning

Cons

  • Limited service offerings
  • Not suitable for all demographics
Best forMilitary families and retirement planning
Service areaNorfolk, VA
Typical pricing$150 to $300 per hour
3
Most Reviewed

First Command Financial Advisor - Carl Hess

★★★★★5.0(12 reviews)
94Score

First Command Financial Advisor - Carl Hess boasts a 5-star rating from 12 reviews, with clients highlighting the advisor's expertise in investment strategies and personalized service. The firm is known for its commitment to building trust and long-term relationships. However, newer clients may find it takes time to establish a strong rapport.

Pros

  • Expertise in investment strategies
  • Trustworthy and reliable advisor
  • Personalized service

Cons

  • Initial rapport-building may take time
  • Limited availability for new clients
Best forInvestment strategies and personalized service
Service areaNorfolk, VA
Typical pricing$150 to $300 per hour
4

Capital Financial Group of Norfolk

★★★★★5.0(1 reviews)
92Score

Capital Financial Group of Norfolk has a perfect rating of 5 from just 1 review, indicating a promising start for this firm. Reviewers appreciate the attentive service and customized financial plans. However, with only one review, the firm remains unproven and may need more client feedback to establish credibility. 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 planning. It serves Norfolk, VA, with $100 to $250 per hour pricing, and the honest trade-offs are limited review base and unproven track record.

Pros

  • Attentive service
  • Customized financial plans

Cons

  • Limited review base
  • Unproven track record
Best forPersonalized financial planning
Service areaNorfolk, VA
Typical pricing$100 to $250 per hour
5

Dukes Financial LLC

★★★★★5.0(1 reviews)
90Score

Dukes Financial LLC also holds a 5-star rating from 1 review, suggesting a positive client experience. Reviewers commend the firm's friendly approach and willingness to address individual concerns. However, like Capital Financial Group, the limited review count means it is promising but unproven in a competitive market. 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 individualized attention. It serves Norfolk, VA, with $100 to $250 per hour pricing, and the honest trade-offs are thin review base and unproven track record.

Pros

  • Friendly and approachable service
  • Willingness to address individual concerns

Cons

  • Thin review base
  • Unproven track record
Best forIndividualized attention
Service areaNorfolk, VA
Typical pricing$100 to $250 per hour
6

First Genesis Of Virginia

★★★★★5.0(1 reviews)
88Score

First Genesis Of Virginia has a perfect rating of 5 based on 1 review, indicating a strong potential for client satisfaction. Reviewers appreciate the advisor's willingness to create tailored financial plans. However, the limited feedback means it remains unproven and should be approached with caution. 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 tailored financial planning. It serves Norfolk, VA, with $100 to $250 per hour pricing, and the honest trade-offs are limited review base and unproven track record.

Pros

  • Tailored financial plans
  • Strong potential for client satisfaction

Cons

  • Limited review base
  • Unproven track record
Best forTailored financial planning
Service areaNorfolk, VA
Typical pricing$100 to $250 per hour
7

Norfolk, VA Branch Office - UBS Financial Services Inc. has a rating of 3.7 from 3 reviews, indicating mixed feedback from clients. While some appreciate the firm's extensive resources and global reach, others have cited concerns about personalized service. This firm may be better suited for clients looking for a large institution rather than individualized attention.

Pros

  • Extensive resources
  • Global reach

Cons

  • Mixed client feedback
  • Less personalized service
Best forClients seeking institutional resources
Service areaNorfolk, VA
Typical pricing$200 to $500 per hour
Before you book

How to choose a financial advisor in Norfolk

Selecting a financial advisor requires careful consideration of your financial situation and goals. Here are key factors to consider when making your choice.

Experience and Expertise

Look for advisors with a strong track record and relevant certifications to ensure they understand your financial needs.

Client Reviews

Pay attention to client feedback and testimonials, which can provide insight into the advisor's service quality and reliability.

Services Offered

Choose an advisor whose services align with your specific financial goals, whether it's retirement planning, investment management, or tax strategies.

Fee Structure

Understand how advisors charge for their services, whether through commissions, fees, or a combination, to ensure transparency and affordability.

What it costs

What financial advisors cost in Norfolk

The cost of hiring a financial advisor in Norfolk can vary widely based on services provided and fee structures. Here’s an overview of typical pricing models.

Hourly RateMost advisors charge between $150 to $400 per hour, depending on their experience and the complexity of your financial situation.
Flat FeeSome advisors offer flat fees for specific services, which can range from $1,000 to $5,000 based on the service scope.
Percentage of Assets Under ManagementTypically, advisors charge around 1% to 2% of assets managed annually, which can be a cost-effective option for ongoing management.
Retainer FeeRetainer fees can range from $1,500 to $6,000 per year, providing clients with continuous access to financial planning services.

Frequently asked questions

How much does financial advising cost in Norfolk?

Costs vary widely; expect to pay between $100 to $500 per hour based on the advisor's experience and services.

What should I look for in a financial advisor?

Look for experience, client reviews, services offered, and their fee structure.

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 Norfolk residents: 1.oak Financial

For those seeking the best financial advice in Norfolk, 1.oak Financial leads with its personalized service and high client satisfaction. Following closely are First Command Financial Advisor - Tierra Diouf, known for its excellent value for military families, and First Command Financial Advisor - Carl Hess, recognized for its investment expertise.