VA · Bridgewater

Fiduciary advisors in Bridgewater, VA

1 advisor with offices in Bridgewater. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Bridgewater

JS Replogle & Associates

Bridgewater, Virginia

Investment Management Retirement Planning

JS Replogle & Associates is a fee-only investment advisory firm founded in 2000, based in Bridgewater, Virginia, serving clients nationwide. The firm offers investment management and retirement planning through a fiduciary approach, with principals Jim Replogle and Eric Barkey (both Series 65 registered) managing client portfolios directly rather than through call centers or departments. The firm charges a flat percentage of assets under management, typically around 1% and negotiable for larger accounts, with no commissions or product sales. Clients receive customized portfolio strategies aligned to their specific goals, risk tolerance, and timelines.

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Financial advisors in Bridgewater, Virginia

Advisors serving Bridgewater specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Virginia's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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