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Financial Advisors

CAPTRUST

Financial Advisor serving Lynchburg, Virginia · 1 of 24 financial advisors in the area

📍 925, Main Street, Lynchburg, VA, 24504
📞 +1 434 847 ••••
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📍 925, Main Street, Lynchburg, VA, 24504

About CAPTRUST

CAPTRUST is a financial advisor located in Lynchburg, Virginia. As a local financial advisor, they serve Lynchburg and surrounding communities in Virginia. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lynchburg should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Virginia securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lynchburg

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lynchburg may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lynchburg

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lynchburg?
Financial Advisors in Lynchburg typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Lynchburg?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 24 financial advisors in Lynchburg to choose from.
Does CAPTRUST offer free quotes?
Contact CAPTRUST directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lynchburg

OneMain Financial

2144, Wards Road, Lynchburg, VA, 24502

Wells Fargo Advisors

101, Paulette Circle, Lynchburg, VA, 24502

Thomas Advisors

7331, Timberlake Road, Lynchburg, VA, 24502

Edward Jones

7331, Timberlake Road, Lynchburg, VA, 24502

Stifel Investment Services

1200, Commerce Street, Lynchburg, VA, 24504

Caprin Asset Management LLC

1022, Court Street, Lynchburg, VA, 24504