# CFA financial advisors in Virginia > In Virginia, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Camille Svitek of Evermay Wealth Management, Matthew Jenkins of Noble Hill Planning LLC and Ryan Phillips of GuidePoint Financial Planning. Page: https://find.wellspent.co/by/cfa-financial-advisors/virginia/ 74 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFA in Virginia? In Virginia, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Camille Svitek of Evermay Wealth Management, Matthew Jenkins of Noble Hill Planning LLC and Ryan Phillips of GuidePoint Financial Planning. ## How many fee-only advisors who hold the CFA in Virginia are there? The Wellspent public graph lists 74 fee-only advisors who hold the CFA in Virginia, at 53 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFA in Virginia located? Of the 74 fee-only advisors who hold the CFA in Virginia, 25 are in Richmond, followed by 6 in Alexandria and 5 in Vienna. ## How do fee-only advisors who hold the CFA in Virginia charge? The most common fee among fee-only advisors who hold the CFA in Virginia is a percentage of assets, used by 89% of the 74 with fees on file. Many use more than one: 70% charge fixed fees and 38% charge by the hour. ## How many fee-only advisors who hold the CFA in Virginia hold the CFP? 24% of the 74 fee-only advisors who hold the CFA in Virginia hold the CFP certification, based on the credentials listed on each record. ## 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. ## How does Wellspent decide who counts as fee-only advisors who hold the CFA? We count an advisor here when their record lists the CFA. ## What should I ask fee-only advisors who hold the CFA in Virginia? Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge? ## How current is this list of fee-only advisors who hold the CFA 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 | |---|---|---|---|---| | [Darren Koch](https://find.wellspent.co/advisors/darren-koch.md) | Steigerwald, Gordon & Koch Inc. | Leesburg, Virginia | CEPA, CFP, CRPS, Other, CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Jenkins](https://find.wellspent.co/advisors/matthew-jenkins.md) | Noble Hill Planning LLC | Richmond, Virginia | CFA, CFP | Flat fee or retainer, Ongoing planning fee | | [Ryan Phillips](https://find.wellspent.co/advisors/ryan-phillips.md) | GuidePoint Financial Planning | Great Falls, Virginia | CFP, CFA | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Matthew Shriver](https://find.wellspent.co/advisors/matthew-shriver.md) | Alexander Randolph Advisory | Reston, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Ashley Heatwole](https://find.wellspent.co/advisors/ashley-heatwole.md) | Graves Light Lenhart Private Wealth Management | Harrisonburg, Virginia | CFP, CFA | Percentage of assets | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [David Armstrong](https://find.wellspent.co/advisors/david-armstrong.md) | Monument Wealth Management | Alexandria, Virginia | CFA | Percentage of assets | | [David Nelson](https://find.wellspent.co/advisors/david-nelson-1575597.md) | Monument Wealth Management | Alexandria, Virginia | CFA | Percentage of assets | | [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 | | [Alessandro D'Agaro](https://find.wellspent.co/advisors/alessandro-d-agaro.md) | D'Agaro Financial Advisory | Alexandria, Virginia | CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Asa Graves](https://find.wellspent.co/advisors/asa-graves-2173587.md) | Graves Light Lenhart Private Wealth Management | Harrisonburg, Virginia | CFA | Percentage of assets | | [Austin Brockenbrough IV](https://find.wellspent.co/advisors/austin-brockenbrough-iv.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Charles Caravati](https://find.wellspent.co/advisors/charles-caravati.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Culbertson](https://find.wellspent.co/advisors/christopher-culbertson.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Dion](https://find.wellspent.co/advisors/christopher-dion.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [David Lyons](https://find.wellspent.co/advisors/david-lyons.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Eric Montemaggi](https://find.wellspent.co/advisors/eric-montemaggi.md) | Aurora Pointe Capital | Mclean, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Evan Moog](https://find.wellspent.co/advisors/evan-moog.md) | Wills Financial Group | Richmond, Virginia | CFA | Percentage of assets, Hourly | | [Evgeniy Yashin](https://find.wellspent.co/advisors/evgeniy-yashin.md) | Signet Financial Management of Southwest Florida | Sterling, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [John Bowers](https://find.wellspent.co/advisors/john-bowers.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Jennings](https://find.wellspent.co/advisors/joseph-jennings.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Martin King](https://find.wellspent.co/advisors/martin-king.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Miles Laubinger](https://find.wellspent.co/advisors/miles-laubinger.md) | Potomac Wealth Management | Great Falls, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Burke](https://find.wellspent.co/advisors/robert-burke.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ty Bilderback](https://find.wellspent.co/advisors/ty-bilderback.md) | Solitude Financial | Charlottesville, Virginia | CFP, CFA | Percentage of assets, Hourly | | [William Claiborne](https://find.wellspent.co/advisors/william-claiborne.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Lam](https://find.wellspent.co/advisors/andrew-lam.md) | Strategent Financial | Harrisonburg, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Camille Svitek](https://find.wellspent.co/advisors/camille-svitek.md) | Evermay Wealth Management | Arlington, Virginia | CFA, CFP, JD, CPA, BA, EA | Percentage of assets, Fixed fees | | [Claire Emory](https://find.wellspent.co/advisors/claire-emory.md) | Clarity Financial Planning | Arlington, Virginia | CFA, CFP, MA, MBA | Fixed fees | | [Robert Lee](https://find.wellspent.co/advisors/robert-lee.md) | Genesis by Doxa | Arlington, Virginia | CFA | Percentage of assets | | [Stephen Jacobson](https://find.wellspent.co/advisors/stephen-jacobson.md) | Verdence Capital Advisors | Alexandria, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Will Gibson](https://find.wellspent.co/advisors/will-gibson.md) | Bay Rivers Group Wealth Partners | Williamsburg, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Devlin](https://find.wellspent.co/advisors/christopher-devlin.md) | Selective Wealth Management | Forest, Virginia | CFA | Percentage of assets | | [John Rathnam](https://find.wellspent.co/advisors/john-rathnam.md) | Rathnam Capital | Leesburg, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [Jonathan Wagner](https://find.wellspent.co/advisors/jonathan-wagner.md) | WS Wealth Management | Washington, Virginia | CFA | Percentage of assets, Fixed fees | | [Michael Shea](https://find.wellspent.co/advisors/michael-shea-5196575.md) | 8th Street Investments | Alexandria, Virginia | CFA | Hourly, Flat fee or retainer | | [Michael Burns](https://find.wellspent.co/advisors/michael-burns.md) | Campion Asset Management | Fairfax, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [Terence Burns](https://find.wellspent.co/advisors/terence-burns.md) | Campion Asset Management | Fairfax, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [Herbert Hopwood](https://find.wellspent.co/advisors/herbert-hopwood.md) | Hopwood Financial Services | Reston, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jennifer Luzzatto](https://find.wellspent.co/advisors/jennifer-luzzatto.md) | Strathmore Capital Advisors | Glen Allen, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Kevin Galvin](https://find.wellspent.co/advisors/kevin-galvin.md) | Hopwood Financial Services | Reston, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Peter Tuz](https://find.wellspent.co/advisors/peter-tuz.md) | Chase Investment Counsel | Charlottesville, Virginia | CFP, CFA | Percentage of assets, Hourly | | [Rast Gozeh](https://find.wellspent.co/advisors/rast-gozeh.md) | Kassira Wealth Management | Tysons Corner, Virginia | CFP, CFA | Percentage of assets | | [Andrew Eskelsen](https://find.wellspent.co/advisors/andrew-eskelsen.md) | D'orazio Wealth Advisors | Vienna, Virginia | CFA | Fixed fees | | [Andrew Kalman](https://find.wellspent.co/advisors/andrew-kalman.md) | Salem Investment Counselors | Arlington, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [Benjamin Corson](https://find.wellspent.co/advisors/benjamin-corson.md) | D'orazio Wealth Advisors | Vienna, Virginia | CFA | Fixed fees | | [Brett Corsello](https://find.wellspent.co/advisors/brett-corsello.md) | Juno Financial Group | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [David Kenerson](https://find.wellspent.co/advisors/david-kenerson.md) | Virginia Global Asset Management | Norfolk, Virginia | CFA | Percentage of assets, Hourly | Showing the first 50 of 74. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/virginia/?page=2 ## 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).