# Financial advisors for ultra-high-net-worth families in Virginia > For ultra-high-net-worth families in Virginia, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Andrew Lam of Strategent Financial, Jason Howell of Jason Howell Company and Marshall Chambers of Heritage Wealth Advisors. Page: https://find.wellspent.co/audiences/ultra-high-net-worth/virginia/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an ultra-high-net-worth family in Virginia? For ultra-high-net-worth families in Virginia, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Andrew Lam of Strategent Financial, Jason Howell of Jason Howell Company and Marshall Chambers of Heritage Wealth Advisors. - [Andrew Lam](https://find.wellspent.co/advisors/andrew-lam/), Strategent Financial, Harrisonburg. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Jason Howell](https://find.wellspent.co/advisors/jason-howell/), Jason Howell Company, Vienna. Holds the CPWA and CFP. Fees on file: percentage of assets, hourly. - [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers/), Heritage Wealth Advisors, Richmond. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam/), CapitalWe, Arlington. Holds the CFP. Fees on file: flat fee or retainer, hourly. - [Taylor Turner](https://find.wellspent.co/advisors/taylor-turner/), Taylor Turner Wealth Management LLC, Richmond. Fees on file: percentage of assets, flat fee or retainer. - [William Taylor](https://find.wellspent.co/advisors/william-taylor-1854617/), Kirk Capital Advisors, Vienna. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Virginia work with ultra-high-net-worth families? The Wellspent public graph lists 25 fee-only advisors for ultra-high-net-worth families in Virginia, at 8 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for ultra-high-net-worth families in Virginia located? Of the 25 fee-only advisors for ultra-high-net-worth families in Virginia, 15 are in Richmond, followed by 4 in Harrisonburg and 3 in Vienna. ## How do fee-only advisors for ultra-high-net-worth families in Virginia charge? The most common fee among fee-only advisors for ultra-high-net-worth families in Virginia is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 84% charge fixed fees and 36% 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 ultra-high-net-worth families have? For ultra-high-net-worth families, look for the CPWA, CFA and CFP. In Virginia, 36% of the 25 advisors listed hold the CFP. - CPWA (4% of advisors listed): The CPWA focuses on high-net-worth planning. - CFA (20% of advisors listed): The CFA supports complex portfolios. - CFP (36% of advisors listed): The CFP keeps the whole picture together. ## How do Virginia advisors for ultra-high-net-worth families compare with the rest of the US? 84% of fee-only advisors for ultra-high-net-worth families in Virginia charge fixed fees, compared with 59% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Virginia have an estate or inheritance tax? No. Virginia has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor as an ultra-high-net-worth family in Virginia? - What would I pay in dollars, on my balance, each year? - Who on your team handles tax and estate work? - How many clients my size do you serve? - How do you handle private investments? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for ultra-high-net-worth families 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam.md) | CapitalWe | Arlington, Virginia | CFP | Flat fee or retainer, Hourly, One-time planning fee | | [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Delores Remo](https://find.wellspent.co/advisors/delores-remo.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Sarah Simmer](https://find.wellspent.co/advisors/sarah-simmer.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [John Jordan](https://find.wellspent.co/advisors/john-jordan.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Steven Henderson](https://find.wellspent.co/advisors/steven-henderson.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Taylor Turner](https://find.wellspent.co/advisors/taylor-turner.md) | Taylor Turner Wealth Management LLC | Richmond, Virginia | | Percentage of assets, Flat fee or retainer | | [Nevin Kaul](https://find.wellspent.co/advisors/nevin-kaul.md) | Kirk Capital Advisors | Vienna, Virginia | | Percentage of assets, Hourly | | [William Taylor](https://find.wellspent.co/advisors/william-taylor-1854617.md) | Kirk Capital Advisors | Vienna, Virginia | | Percentage of assets, Hourly | | [Aaron Zitalone](https://find.wellspent.co/advisors/aaron-zitalone.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Abram Shearer](https://find.wellspent.co/advisors/abram-shearer.md) | Strategent Financial | Harrisonburg, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Lam](https://find.wellspent.co/advisors/andrew-lam.md) | Strategent Financial | Harrisonburg, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Dale Lam](https://find.wellspent.co/advisors/dale-lam.md) | Strategent Financial | Harrisonburg, Virginia | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Daniel Rowe](https://find.wellspent.co/advisors/daniel-rowe.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Kaitlyn Kocuba](https://find.wellspent.co/advisors/kaitlyn-kocuba.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Maria Bolanos Wong](https://find.wellspent.co/advisors/maria-bolanos-wong.md) | Manchester Capital Management | Charlottesville, Virginia | | Percentage of assets, Fixed fees | | [Meagan Roberts](https://find.wellspent.co/advisors/meagan-roberts.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Mikai Thomas](https://find.wellspent.co/advisors/mikai-thomas.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Wesley Cullinane](https://find.wellspent.co/advisors/wesley-cullinane.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Zuzanna Kaczmarek](https://find.wellspent.co/advisors/zuzanna-kaczmarek.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Cheryl Nester](https://find.wellspent.co/advisors/cheryl-nester.md) | HistorInvesting | Williamsburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Debbie Byerly](https://find.wellspent.co/advisors/debbie-byerly.md) | Strategent Financial | Harrisonburg, Virginia | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Virginia](https://find.wellspent.co/specialties/retirement-planning/virginia.md) - [Tax planning in Virginia](https://find.wellspent.co/specialties/tax-planning/virginia.md) - [Estate planning in Virginia](https://find.wellspent.co/specialties/estate-planning/virginia.md) - [Retirees in Virginia](https://find.wellspent.co/audiences/retirees/virginia.md) - [Pre-retirees in Virginia](https://find.wellspent.co/audiences/pre-retirees/virginia.md) - [Family wealth transfer in Virginia](https://find.wellspent.co/specialties/family-wealth-transfer/virginia.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).