VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.

Overview

Virginia Estate And Retirement Planning Advisors, Inc. is an independent registered investment adviser organized as a corporation that focuses on serving individual and family clients. The firm functions as a capital allocator: it constructs client portfolios directly and selects third-party managers where appropriate. Core advisory services center on financial planning and portfolio management for individuals and small businesses, with an additional offering to vet and place assets with outside advisers. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor and operates as a single-state adviser. Investment approach is built around pooled public funds as the primary vehicle for client exposure, supplemented by separately managed accounts and targeted allocations to alternatives. Given the firm’s explicit role in selecting other advisers and its use of third-party alternative managers, portfolios tend to pair broad public-fund cores with specialist sleeves for real estate, commodity and energy exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices