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Find Retirement Advisors for Retirement Planning in Falls Church, Virginia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Falls Church, Virginia

Last Updated - March 28, 2026

Falls Church has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Falls Church, Virginia have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Falls Church, Virginia

VERIFIED

Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65

Minimum Assets Required
$0

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Roshan Loungani
CFP^®, CRPC^®
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66

Minimum Assets Required
$250,000

Address

8500 Leesburg Pike, Suite 210,
Vienna, VA 22182 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Bob Howard
Prudential

Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Tom Hagigh
EPE Wealth Advisors

Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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Top 5 Retirement Planning firms in Falls Church, Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3141 Fairview Park Drive, Suite 355 Falls Church, VA, 22042-4533	$1,492,418,010	1560	15	A percentage of AUM, Fixed fees
2	3110 Fairview Park Drive, Suite 900 Falls Church, VA, 22042	$1,117,617,818	2595	23	A percentage of AUM, Fixed fees, Other (RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS)
3	7651 Leesburg Pike, Falls Church, VA, 22043	$1,057,597,113	1845	16	A percentage of AUM, Other (HOURLY FEES FOR FINANCIAL PLANNING)
4	3141 Fairview Park Drive, Suite 310 Falls Church, VA, 22042	$189,102,935	273	2	A percentage of AUM, Hourly charges, Fixed fees
5	6700 Arlington Blvd, Falls Church, VA, 22042	$91,553,175	248	3	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Falls Church, Virginia

AZZAD ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 111291

Assets Under Management $1,492,418,010

No. Of Clients1560

Clients Per Financial Advisor104

AZZAD ASSET MANAGEMENT, INC. is a financial advisory firm situated in Falls Church, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1560 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

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CJM WEALTH ADVISERS, LTD.

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QualificationsFirm CRD# 107750

Assets Under Management $1,117,617,818

No. Of Clients2595

Clients Per Financial Advisor113

CJM WEALTH ADVISERS, LTD. is a financial advisory firm situated in Falls Church, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2595 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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HEMINGTON WEALTH MANAGEMENT

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QualificationsFirm CRD# 169024

Assets Under Management $1,057,597,113

No. Of Clients1845

Clients Per Financial Advisor115

HEMINGTON WEALTH MANAGEMENT is a financial advisory firm situated in Falls Church, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1845 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (HOURLY FEES FOR FINANCIAL PLANNING)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

CAMPION ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 134002

Assets Under Management $189,102,935

No. Of Clients273

Clients Per Financial Advisor137

CAMPION ASSET MANAGEMENT, LLC is a financial advisory firm situated in Falls Church, Virginia. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 273 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

THE SCOTT S. JAMES COMPANY

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QualificationsFirm CRD# 105861

Assets Under Management $91,553,175

No. Of Clients248

Clients Per Financial Advisor83

THE SCOTT S. JAMES COMPANY is a financial advisory firm situated in Falls Church, Virginia. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 248 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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