| Mark Castonguay | American Financial Planning | Yorktown | Not listed | Flat fee or retainer, One-time planning fee |
| Patrick Knowles | The Knowles Company | Oakton | Not listed | Percentage of assets, Hourly |
| Casey Bibb | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Jimmy Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| John Mumper | Patina Wealth | Richmond | Not listed | Percentage of assets |
| Kelly Cappello | Argo Wealth Advisory | Mclean | Not listed | Percentage of assets, Fixed fees |
| Linwood Fraher | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Samuel Benson | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Samuel Harris | Patina Wealth | Crozet | Not listed | Percentage of assets |
| Theresa Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| James Spickard | Advanta Wealth Management | Lynchburg | Not listed | Percentage of assets, Fixed fees |
| John Kunda | Advanta Wealth Management | Lynchburg | Not listed | Percentage of assets, Fixed fees |
| Andrew Downey | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Brian Tran | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| David Morton | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Elizabeth Clark | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Eric Thomas | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Rachel Wren | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Repp Lambert | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Yahia Albaghdadi | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |