# Financial advisors for executives in Virginia > For executives in Virginia, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Bill Jensen of Acadia Financial Services LLC, Marshall Chambers of Heritage Wealth Advisors and Brian Talbott of OLIO Financial Planning. Page: https://find.wellspent.co/audiences/executives/virginia/ 66 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Virginia? For executives in Virginia, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Bill Jensen of Acadia Financial Services LLC, Marshall Chambers of Heritage Wealth Advisors and Brian Talbott of OLIO Financial Planning. - [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen/), Acadia Financial Services LLC, Burke. Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets. - [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers/), Heritage Wealth Advisors, Richmond. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Brian Talbott](https://find.wellspent.co/advisors/brian-talbott/), OLIO Financial Planning, Mclean. Holds the CFP. Fees on file: ongoing planning fee. - [Wade Brittingham](https://find.wellspent.co/advisors/wade-brittingham/), Stock Plan Advisory Group LLC, Alexandria. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Jason Hemeon](https://find.wellspent.co/advisors/jason-hemeon/), Argo Wealth Advisory, Mclean. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Jason Howell](https://find.wellspent.co/advisors/jason-howell/), Jason Howell Company, Vienna. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Virginia work with executives? The Wellspent public graph lists 66 fee-only advisors for executives in Virginia, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Virginia located? Of the 66 fee-only advisors for executives in Virginia, 17 are in Richmond, followed by 8 in Mclean and 7 in Glen Allen. ## How do fee-only advisors for executives in Virginia charge? The most common fee among fee-only advisors for executives in Virginia is a percentage of assets, used by 82% of the 66 with fees on file. Many use more than one: 68% charge fixed fees and 41% charge by the hour. ## How much do fee-only financial advisors charge in Virginia? Fee-only financial advisors in Virginia charge a median of $4,992 a year for ongoing planning. We found this across the published prices of 25 Virginia firms. ## How much does a one-time financial plan cost in Virginia? A one-time financial plan from a fee-only firm in Virginia has a median price of $1,500. We found this across the published prices of 21 Virginia firms. ## What credentials should a financial advisor for executives have? For executives, look for the CFA, CFP and EA. In Virginia, 41% of the 66 advisors listed hold the CFP. - CFA (6% of advisors listed): The CFA helps with concentrated stock. - CFP (41% of advisors listed): The CFP keeps compensation in the wider plan. - EA (2% of advisors listed): Enrolled agents add tax depth. ## How do Virginia advisors for executives compare with the rest of the US? 68% of fee-only advisors for executives in Virginia charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Virginia tax income on top of federal tax? Yes. Virginia has a state income tax, so a financial plan for a Virginia resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Virginia? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Virginia can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Virginia? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Virginia tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Virginia? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen.md) | Acadia Financial Services LLC | Burke, Virginia | CFP, EA | Ongoing planning fee, Percentage of assets | | [Wade Brittingham](https://find.wellspent.co/advisors/wade-brittingham.md) | Stock Plan Advisory Group LLC | Alexandria, Virginia | CFP | Percentage of assets, Ongoing planning fee | | [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Christine Centeno](https://find.wellspent.co/advisors/christine-centeno.md) | Simplicity Wealth Management LLC | Glen Allen, Virginia | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Bailey Thornton](https://find.wellspent.co/advisors/bailey-thornton.md) | Kinloch Capital | Glen Allen, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Coleman Pollard](https://find.wellspent.co/advisors/coleman-pollard.md) | Steelhead Wealth Management | Glen Allen, Virginia | CFP | Percentage of assets, Fixed fees | | [Trey Ellington](https://find.wellspent.co/advisors/trey-ellington.md) | Steelhead Wealth Management | Glen Allen, Virginia | CFP | Percentage of assets, Fixed fees | | [Bryan Anderson](https://find.wellspent.co/advisors/bryan-anderson.md) | Caveness Wealth Advisory | Abingdon, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Delores Remo](https://find.wellspent.co/advisors/delores-remo.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Jonathan Lopez](https://find.wellspent.co/advisors/jonathan-lopez-1534582.md) | Caveness Wealth Advisory | Abingdon, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Rebecca Blevins](https://find.wellspent.co/advisors/rebecca-blevins.md) | Caveness Wealth Advisory | Abingdon, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Simmer](https://find.wellspent.co/advisors/sarah-simmer.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Tyler Caveness](https://find.wellspent.co/advisors/tyler-caveness.md) | Caveness Wealth Advisory | Roanoke, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Amanda Ansell](https://find.wellspent.co/advisors/amanda-ansell.md) | OLIO Financial Planning | Blacksburg, Virginia | CFP | Ongoing planning fee | | [Amy Moore](https://find.wellspent.co/advisors/amy-moore.md) | OLIO Financial Planning | Blacksburg, Virginia | CFP | Ongoing planning fee | | [Andrew Miller](https://find.wellspent.co/advisors/andrew-miller-5522768.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Brian Talbott](https://find.wellspent.co/advisors/brian-talbott.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Eric Showalter](https://find.wellspent.co/advisors/eric-showalter.md) | Arbor Private Wealth | Ashburn, Virginia | CFP | Percentage of assets, Fixed fees | | [John Lienert](https://find.wellspent.co/advisors/john-lienert.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Michael Hughes](https://find.wellspent.co/advisors/michael-hughes.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Rebecca Lees](https://find.wellspent.co/advisors/rebecca-lees.md) | OLIO Financial Planning | Crozet, Virginia | CFP | Ongoing planning fee | | [Sarah Racek](https://find.wellspent.co/advisors/sarah-racek.md) | OLIO Financial Planning | Blacksburg, Virginia | CFP | Ongoing planning fee | | [Spencer Werres](https://find.wellspent.co/advisors/spencer-werres.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Jason Hemeon](https://find.wellspent.co/advisors/jason-hemeon.md) | Argo Wealth Advisory | Mclean, Virginia | CFP, ChFC | Percentage of assets, Fixed fees | | [John Jordan](https://find.wellspent.co/advisors/john-jordan.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Steven Henderson](https://find.wellspent.co/advisors/steven-henderson.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Alex D'Attilio](https://find.wellspent.co/advisors/alex-d-attilio.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [David Budinger](https://find.wellspent.co/advisors/david-budinger.md) | Kinloch Capital | Glen Allen, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Donald Heishman](https://find.wellspent.co/advisors/donald-heishman.md) | Acorn Financial Services | Harrisonburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Berdell](https://find.wellspent.co/advisors/jennifer-berdell.md) | Kinloch Capital | Glen Allen, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Cox](https://find.wellspent.co/advisors/jonathan-cox.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Justin Souder](https://find.wellspent.co/advisors/justin-souder.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Mark Herman](https://find.wellspent.co/advisors/mark-herman.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Michael Wakeham](https://find.wellspent.co/advisors/michael-wakeham.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Nevin Kaul](https://find.wellspent.co/advisors/nevin-kaul.md) | Kirk Capital Advisors | Vienna, Virginia | | Percentage of assets, Hourly | | [Peter Walls](https://find.wellspent.co/advisors/peter-walls.md) | Kinloch Capital | Glen Allen, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Ronald Whitley](https://find.wellspent.co/advisors/ronald-whitley.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Sean Tyll](https://find.wellspent.co/advisors/sean-tyll.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Shannon Ware](https://find.wellspent.co/advisors/shannon-ware.md) | Acorn Financial Services | Harrisonburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Steven Brandt](https://find.wellspent.co/advisors/steven-brandt.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [William McCaffrey](https://find.wellspent.co/advisors/william-mccaffrey.md) | Glassy Mountain Advisors | Arlington, Virginia | CFP | Percentage of assets | | [William Taylor](https://find.wellspent.co/advisors/william-taylor-1854617.md) | Kirk Capital Advisors | Vienna, Virginia | | Percentage of assets, Hourly | | [Aaron Zitalone](https://find.wellspent.co/advisors/aaron-zitalone.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Christopher Williams](https://find.wellspent.co/advisors/christopher-williams.md) | Capital Fiduciary Advisors | Ashburn, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Daniel Rowe](https://find.wellspent.co/advisors/daniel-rowe.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Daniel Thornton](https://find.wellspent.co/advisors/daniel-thornton.md) | Caveness Wealth Advisory | Abingdon, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Edward Zywien](https://find.wellspent.co/advisors/edward-zywien.md) | Caveness Wealth Advisory | Abingdon, Virginia | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 66. The full list, page by page: https://find.wellspent.co/audiences/executives/virginia/?page=2 ## Related - [Retirement planning in Virginia](https://find.wellspent.co/specialties/retirement-planning/virginia.md) - [Tax planning in Virginia](https://find.wellspent.co/specialties/tax-planning/virginia.md) - [Estate planning in Virginia](https://find.wellspent.co/specialties/estate-planning/virginia.md) - [Retirees in Virginia](https://find.wellspent.co/audiences/retirees/virginia.md) - [Pre-retirees in Virginia](https://find.wellspent.co/audiences/pre-retirees/virginia.md) - [Family wealth transfer in Virginia](https://find.wellspent.co/specialties/family-wealth-transfer/virginia.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).