Financial advisors for executives in Virginia

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.

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.

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.

See every fee-only advisor fee in Virginia

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Virginia tax alongside federal tax?
6. 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.