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Financial advisors for retirees in Virginia

All 153 advisors

Fee-only advisors for retirees in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Zachary Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Aaron Clarke Heritage Financial Gainesville CFP Percentage of assets, Hourly
Abram Shearer Strategent Financial Harrisonburg CFP Percentage of assets, Hourly
Andrew Lam Strategent Financial Harrisonburg CFP, CFA Percentage of assets, Hourly
Dale Lam Strategent Financial Harrisonburg CFP, PFS 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
Lily Poy Iconic Wealth Management Fairfax CFP Percentage of assets, Fixed fees
Lindsey Hadfield Verus Financial Partners Richmond Not listed Percentage of assets
Michelle Fulcher Verus Capital Partners South Boston Not listed Percentage of assets, Hourly
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
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
Shaobo Li Dominguez Wealth Management Solutions Williamsburg Not listed Percentage of assets, Hourly
Amy Showalter Arbor Private Wealth Ashburn Not listed Percentage of assets, Fixed fees
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Brae Beggs OLIO Financial Planning Mclean Not listed Ongoing planning fee
Geoffrey Sirhal CharMarLine Wealth Management Lynchburg Not listed Percentage of assets
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee
Kelly Ryan OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Mark Castonguay American Financial Planning Yorktown Not listed Flat fee or retainer, One-time planning fee
Rachel Potters OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Tracy Shackelford Tenzing Financial Williamsburg Not listed Percentage of assets, Fixed fees
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
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
Caitlin Borland Aria Wealth Partners Charlottesville Not listed Percentage of assets
David Morton Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Debbie Byerly Strategent Financial Harrisonburg 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
Paula Gunter Aria Wealth Partners Charlottesville Not listed Percentage of assets
Rachel Wren Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees