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Financial advisors for people close to retirement in Virginia

All 120 advisors

Fee-only advisors for people close to retirement in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
William Lagos Verus Financial Partners Richmond CFP, ChFC Percentage of assets
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
Claire Craighill WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Edwin Knowles The Knowles Company Oakton CFP Percentage of assets, Hourly
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Eric Showalter Arbor Private Wealth Ashburn CFP Percentage of assets, Fixed fees
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Williams WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Jonathan Bailey WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Maynard Keller American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Michael Harris Bluerock Financial Services Williamsburg CFP Percentage of assets, Hourly
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Stephanie Stumpf WealthCrossing Richmond CFP, PFS Percentage of assets, Fixed fees
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Jason Hemeon Argo Wealth Advisory Mclean CFP, ChFC Percentage of assets, Fixed fees
Samantha Vicchiarelli Alexis Advisors Richmond ChFC Percentage of assets, Hourly
Scott Marx SMP Financial Planning Falls Church CFP Percentage of assets, Hourly
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
Aidan Banner Covenant Wealth Advisors Richmond Not listed Percentage of assets
Anthony Castaldi Covenant Wealth Advisors Richmond Not listed Percentage of assets
Cameron Malekuti Covenant Wealth Advisors Richmond Not listed Percentage of assets
Eric Montemaggi Aurora Pointe Capital Mclean CFP, CFA Percentage of assets, Fixed fees
Katherine Fonville Covenant Wealth Advisors Richmond Not listed Percentage of assets
Michael Miles Variplan Vienna CFP Hourly, Fixed fees
Tyler Weerden Layered Financial Arlington Not listed Flat fee or retainer, One-time planning fee
William McCaffrey Glassy Mountain Advisors Arlington CFP Percentage of assets
Aaron Clarke Heritage Financial Gainesville CFP Percentage of assets, Hourly
Daniel Thornton Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
David Butler Verus Financial Partners Richmond Not listed Percentage of assets
David O'Neill Heritage Financial Gainesville CFP 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
Julie Waitman Verus Financial Partners Richmond Not listed Percentage of assets
Justin Lopez Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Kira Topeka Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Lindsey Hadfield Verus Financial Partners Richmond Not listed Percentage of assets
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Nicholas Joseph Sentinel Wealth Management Reston Not listed Percentage of assets, Fixed fees
Noelle Moser Verus Financial Partners Richmond Not listed Percentage of assets
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Roberta Keller Alexis Advisors Richmond Not listed Percentage of assets, Hourly
Roger Crook Altura Wealth Advisors Virginia Beach CFP, ChFC Percentage of assets, Fixed fees
Amy Showalter Arbor Private Wealth Ashburn Not listed Percentage of assets, Fixed fees
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee