W Wellspent
Wellspent public graph/Who advisors serve/Retirees/Virginia

Financial advisors for retirees in Virginia

All 153 advisors

Fee-only advisors for retirees in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Kristin Lindsay Verus Financial Partners Richmond CFP Percentage of assets
Marc Wehmeyer Praetorian Guard Wealth Management Arlington CFP Percentage of assets
Rebecca Blevins Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sloan Chittenden Verus Financial Partners Richmond CFP Percentage of assets
Tyler Caveness Caveness Wealth Advisory Roanoke CFP Percentage of assets, Hourly
Tyler Snow Verus Financial Partners Richmond CFP Percentage of assets
William Lagos Verus Financial Partners Richmond CFP, ChFC Percentage of assets
Amanda Ansell OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Amy Moore OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Andrew Miller OLIO Financial Planning Mclean CFP Ongoing planning fee
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
Brian Talbott OLIO Financial Planning Mclean CFP Ongoing planning fee
Claire Craighill WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Eric Showalter Arbor Private Wealth Ashburn CFP Percentage of assets, Fixed fees
Harold Philipsen Tenzing Financial Williamsburg CFP, ChFC Percentage of assets, Fixed fees
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
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 Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Robert Kohn Tenzing Financial Williamsburg CFP Percentage of assets, Fixed fees
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
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
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
Axel Bellars Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Brad Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Cameron Malekuti Covenant Wealth Advisors Richmond Not listed Percentage of assets
Eric Montemaggi Aurora Pointe Capital Mclean CFP, CFA Percentage of assets, Fixed fees
Karrie Thomas Nautilus Financial Group Virginia Beach CFP Hourly
Katherine Fonville Covenant Wealth Advisors Richmond Not listed Percentage of assets
Lindsay Shetterly Glassman Wealth Vienna Not listed Percentage of assets, Fixed fees
Michael Miles Variplan Vienna CFP Hourly, Fixed fees
Temiloluwa Adesodun Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees