Financial advisors for high earners in Virginia
Which financial advisor should I talk to as a high earner in Virginia?
For high earners in Virginia, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Linda Rogers of Planning Within Reach, Bill Nelson of Pacesetter Planning LLC and Ibtasam Mahmood of Azzad Asset Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Linda Rogers Planning Within Reach, Virginia Beach Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Bill Nelson Pacesetter Planning LLC, Arlington Holds the CFP. Fees on file: ongoing planning fee.
- Ibtasam Mahmood Azzad Asset Management, Falls Church Holds the CFP. Fees on file: percentage of assets.
- David Marotta Marotta Wealth Management, Inc., Charlottesville Holds the CFP. Fees on file: percentage of assets, hourly.
- Kyle Packard Packard Wealth Strategies, Alexandria Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Marc Wehmeyer Praetorian Guard Wealth Management, Arlington Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Virginia work with high earners?
The Wellspent public graph lists 54 fee-only advisors for high earners in Virginia, at 21 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for high earners in Virginia located?
Of the 54 fee-only advisors for high earners in Virginia, 11 are in Falls Church, followed by 9 in Tyson and 7 in Abingdon.
Plus 18 in other cities.
How do fee-only advisors for high earners in Virginia charge?
The most common fee among fee-only advisors for high earners in Virginia is a percentage of assets, used by 96% of the 54 with fees on file. Many use more than one: 59% charge fixed fees and 50% 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 high earners have?
For high earners, look for the EA and CFP. In Virginia, 56% of the 54 advisors listed hold the CFP.
- EA2% in Virginia
- Enrolled agents help with multi-year tax planning.
- CFP56% in Virginia
- The CFP covers insurance and saving decisions together.
How do Virginia advisors for high earners compare with the rest of the US?
59% of fee-only advisors for high earners in Virginia charge fixed fees, compared with 42% of the 1,176 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Virginia. Light bars are all US advisors for high earners.
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 should I ask a financial advisor as a high earner in Virginia?
- Do you have a minimum, and do you take clients on income rather than assets?
- Which accounts should I use once I've maxed my 401(k)?
- How would you reduce my tax this year and next?
- How much should I be saving, in dollars?
- How will you plan for Virginia tax alongside federal tax?
How current is this list of fee-only advisors for high earners 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.
All 54 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Bill Nelson | Pacesetter Planning LLC | Arlington | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| Robert Tull | Tull Financial Group, Inc. | Chesapeake | CFP, MBA | Percentage of assets, Hourly |
| David Marotta | Marotta Wealth Management, Inc. | Charlottesville | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly |
| David Miller | Rule72 Financial | Potomac Falls | CFP, MSC | Percentage of assets, Hourly |
| S. Alexis Grason | Spark Financial Advisors, LLC | Richmond | CFP, RICP, CIMA | Percentage of assets, Hourly |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Coleman Pollard | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Daniel Weinstein | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| James Patterson | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jason Epps | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| John Fennig | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Michael Rettinger | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Trey Ellington | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Bryan Anderson | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Jonathan Lopez | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Kevin McLoughlin | Trio Wealth Management® | Sterling | CFP | Percentage of assets, Fixed fees |
| Marc Wehmeyer | Praetorian Guard Wealth Management | Arlington | CFP | Percentage of assets |
| Michelle Hundley | Trio Wealth Management® | Great Falls | CFP | Percentage of assets, Fixed fees |
| Rebecca Blevins | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Tyler Caveness | Caveness Wealth Advisory | Roanoke | CFP | Percentage of assets, Hourly |
| Anthony Davis | Brass Capital | Leesburg | CFP | Percentage of assets, Fixed fees |
| Atta Khan | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Ayman Khalil | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Bashar Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Joshua Brockwell | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Mary Boland | Brass Capital | Leesburg | CFP | Percentage of assets, Fixed fees |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Alessandro D'Agaro | D'Agaro Financial Advisory | Alexandria | CFA | Percentage of assets, Hourly |
| Charles Gibbons | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Kevin Deans | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Theron Weimer | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Tricia Lepofsky | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Arthur Hall | StrategicGlobal | South Riding | Not listed | Percentage of assets, Hourly |
| Charlotte Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Christopher Williams | Capital Fiduciary Advisors | Ashburn | Not listed | Percentage of assets, Hourly |
| Daniel Thornton | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Edward Zywien | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Jonathan Weatherly | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Juan Dager Vancampenhoud | TitanRex | Arlington | Not listed | Percentage of assets, Hourly |
| Justin Lopez | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Lauren Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
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