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Financial advisors for ultra-high-net-worth families in Virginia

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.

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Where to start

Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.

  • Andrew Lam Strategent Financial, Harrisonburg Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
  • Jason Howell Jason Howell Company, Vienna Holds the CPWA and CFP. Fees on file: percentage of assets, hourly.
  • Marshall Chambers Heritage Wealth Advisors, Richmond Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees.
  • Vrishin Subramaniam CapitalWe, Arlington Holds the CFP. Fees on file: flat fee or retainer, hourly.
  • Taylor Turner Taylor Turner Wealth Management LLC, Richmond Fees on file: percentage of assets, flat fee or retainer.
  • William Taylor 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.

  • Richmond 15
  • Harrisonburg 4
  • Vienna 3
  • Arlington 1
  • Charlottesville 1

Plus 1 in other cities.

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.

See every fee-only advisor fee in Virginia

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.

CPWA4% in Virginia
The CPWA focuses on high-net-worth planning.
CFA20% in Virginia
The CFA supports complex portfolios.
CFP36% in Virginia
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.

  • Hold the CPWA 4% 0%
  • Hold the CFA 20% 14%
  • Hold the CFP 36% 32%
  • Charge a percentage of assets 96% 96%
  • Charge fixed fees 84% 59%
  • Charge by the hour 36% 44%

Dark bars are Virginia. Light bars are all US advisors for ultra-high-net-worth families.

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?

  1. What would I pay in dollars, on my balance, each year?
  2. Who on your team handles tax and estate work?
  3. How many clients my size do you serve?
  4. How do you handle private investments?
  5. 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.

All 25 advisors

Fee-only advisors for ultra-high-net-worth families in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jason Howell Jason Howell Company Vienna CFP, CPWA Percentage of assets, Hourly
Vrishin Subramaniam Helping immigrants align their money and their life CapitalWe Arlington CFP Flat fee or retainer, Hourly
Charles Hill Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Delores Remo Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Marshall Chambers Heritage Wealth Advisors Richmond CFP, CFA Percentage of assets, Fixed fees
Sarah Simmer Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Caroline Baronian Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
John Jordan Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
Steven Henderson Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
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
Nevin Kaul Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
William Taylor Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
Aaron Zitalone Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
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 Rowe Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Kaitlyn Kocuba Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Maria Bolanos Wong Manchester Capital Management Charlottesville Not listed Percentage of assets, Fixed fees
Meagan Roberts Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Mikai Thomas Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Wesley Cullinane Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Zuzanna Kaczmarek Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Cheryl Nester HistorInvesting Williamsburg Not listed Percentage of assets, Hourly
Debbie Byerly Strategent Financial Harrisonburg Not listed Percentage of assets, Hourly

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