# CFP financial advisors in District of Columbia > In District of Columbia, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Alvin Carlos of District Capital Management, Irina Gabidullina of Donalies Financial Planning, LLC and Ed Smith of Valor Wealth Partners. Page: https://find.wellspent.co/by/cfp-financial-advisors/district-of-columbia/ 34 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 CFP in District of Columbia? In District of Columbia, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Alvin Carlos of District Capital Management, Irina Gabidullina of Donalies Financial Planning, LLC and Ed Smith of Valor Wealth Partners. ## How many fee-only advisors who hold the CFP in District of Columbia are there? The Wellspent public graph lists 34 fee-only advisors who hold the CFP in District of Columbia, at 25 firms. We counted every advisor record that fits, as of October 2026. ## How do fee-only advisors who hold the CFP in District of Columbia charge? The most common fee among fee-only advisors who hold the CFP in District of Columbia is a percentage of assets, used by 85% of the 34 with fees on file. Many use more than one: 56% charge fixed fees and 44% charge by the hour. ## How many fee-only advisors who hold the CFP in District of Columbia hold the CFP? 100% of the 34 fee-only advisors who hold the CFP in District of Columbia hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who hold the CFP? We count an advisor here when their record lists the CFP. ## What should I ask fee-only advisors who hold the CFP in District of Columbia? How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge? ## How current is this list of fee-only advisors who hold the CFP in District of Columbia? 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 | |---|---|---|---|---| | [Alvin Carlos](https://find.wellspent.co/advisors/alvin-carlos.md) | District Capital Management | Washington, District of Columbia | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Ed Smith](https://find.wellspent.co/advisors/ed-smith.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Zubin Kapur](https://find.wellspent.co/advisors/zubin-kapur.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Andrew Katz-Moses](https://find.wellspent.co/advisors/andrew-katz-moses.md) | Katz-Moses Financial, LLC | Washington, District of Columbia | CFP, M.Ed. | Ongoing planning fee, Percentage of assets | | [Dawn Mabery Chestnut](https://find.wellspent.co/advisors/dawn-mabery-chestnut.md) | Mabery Consulting, LLC | Washington, District of Columbia | CFP, MPAS, MSPFP, ChFC | Flat fee or retainer, Hourly, Percentage of assets, One-time planning fee | | [Irina Gabidullina](https://find.wellspent.co/advisors/irina-gabidullina.md) | Donalies Financial Planning, LLC | Washington, District of Columbia | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Charles Ryan](https://find.wellspent.co/advisors/charles-ryan.md) | Atlantic Financial Planning | Washington, District of Columbia | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets | | [Barry Glassman](https://find.wellspent.co/advisors/barry-glassman.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Jennifer Stewart](https://find.wellspent.co/advisors/jennifer-stewart.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Maxwell Elsasser](https://find.wellspent.co/advisors/maxwell-elsasser.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Andrew Leonard](https://find.wellspent.co/advisors/andrew-leonard.md) | Geometric Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Anthony Cortina](https://find.wellspent.co/advisors/anthony-cortina.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Carolyn Catlin](https://find.wellspent.co/advisors/carolyn-catlin.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Harrison McQuaig](https://find.wellspent.co/advisors/harrison-mcquaig.md) | Rothschild Capital Partners | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michelle Pimentel](https://find.wellspent.co/advisors/michelle-pimentel.md) | Geometric Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Stephen Wintermeier](https://find.wellspent.co/advisors/stephen-wintermeier.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Tracy Johnson](https://find.wellspent.co/advisors/tracy-johnson.md) | Geometric Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Christine Mistr](https://find.wellspent.co/advisors/christine-mistr.md) | Dominion Financial Consultants | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Nanigian](https://find.wellspent.co/advisors/david-nanigian.md) | Mount Ararat Financial Services | Washington, District of Columbia | CFP | One-time planning fee, Ongoing planning fee | | [Ariel Weisbard](https://find.wellspent.co/advisors/ariel-weisbard.md) | Values Added | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret Horsley](https://find.wellspent.co/advisors/margaret-horsley.md) | Glassy Mountain Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Theadora Westlake-Stearns](https://find.wellspent.co/advisors/theadora-westlake-stearns.md) | Values Added | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Chuck Donalies](https://find.wellspent.co/advisors/chuck-donalies.md) | Donalies Financial Planning, LLC | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Frederick Hubach](https://find.wellspent.co/advisors/frederick-hubach.md) | Generational Private Wealth | Washington, District of Columbia | CFP | Percentage of assets | | [Michael Wroblewski](https://find.wellspent.co/advisors/michael-wroblewski.md) | Financial Advisor for You | Washington, District of Columbia | CFP | Hourly, Fixed fees | | [Ami Shah](https://find.wellspent.co/advisors/ami-shah.md) | Steward | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Charles Donalies](https://find.wellspent.co/advisors/charles-donalies.md) | Donalies Financial Planning | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Manukjan](https://find.wellspent.co/advisors/david-manukjan.md) | Mayflower Advisors | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Eli Weissman](https://find.wellspent.co/advisors/eli-weissman.md) | Advocate Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Kevin Mahoney](https://find.wellspent.co/advisors/kevin-mahoney-6866621.md) | Illumint | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Lori Gulin](https://find.wellspent.co/advisors/lori-gulin.md) | Atwood Financial Planning | Washington, District of Columbia | CFP | Hourly, Fixed fees | | [Michael Cuozzo](https://find.wellspent.co/advisors/michael-cuozzo.md) | Condor Capital Wealth Management | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Coughlin](https://find.wellspent.co/advisors/timothy-coughlin.md) | Edgemoor Investment Advisors | Washington, District of Columbia | CFP | Percentage of assets | ## 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).