BBB Accredited Business Profile

Fonville Wealth Management LLC

Fonville Wealth Management LLC

(804) 306-4582

Fonville Wealth Management LLC

7 years in business
4870 Sadler Rd
Ste 300
Glen Allen, VA 23060-6294
Additional Email Addresses
  • info@fonvillewealth.com
BBB File Opened: 09/23/2011
Business Started: 06/17/2010
Business Incorporated: 06/17/2010 in VA
Type of Entity
Limited Liability Company
Business Management
  • Ms. Katherine Fonville, Owner
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants

Service Area
We service the following area(s): Richmond Region
Refund & Exchange Policy: 
We have a service satisfaction guarantee. If you are not satisfied with our financial planning or investment advisory services for any reason, you may request a full refund of fees paid directly to Fonville Wealth Management within 6 months of becoming a client. 
BBB accredited business

A+

Overview

We are a family owned, independent, fee-only, financial planning and investment advisory company. We advise individuals and families who want to simplify their financial life and make smart decisions with their money through a partnership with an experienced financial advisor.

Join us for a cup of coffee and a second opinion! Our complimentary discovery meeting allows you the opportunity to get a feel for our services and allows us the opportunity to learn about your financial goals and objectives.

We offer the following services:

Retirement planning

Investment management

Comprehensive financial planning

College planning

Estate planning

Insurance planning

Charitable giving strategies

Cash Flow planning

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

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Fonville Wealth Management LLC

Fonville Wealth Management LLC

BBB ACCREDITATION SINCE 09/01/2011

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