CFP financial advisors in District of Columbia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alvin Carlos District Capital Management, Washington Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Irina Gabidullina Donalies Financial Planning, LLC, Washington Holds the CFP. Fees on file: percentage of assets, hourly.
- Ed Smith Valor Wealth Partners, Washington Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- David Nanigian Mount Ararat Financial Services, Washington Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Andrew Katz-Moses Katz-Moses Financial, LLC, Washington Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Tracy Johnson Geometric Advisors, Washington Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 34
- Firms
- 25
- Hold the CFP
- 100%
- Other credentials: CFA 3% · ChFC 3%
- How they charge (of 34 with fees on file): percentage of assets 85% · fixed fees 56% · hourly 44% · ongoing planning fee 21%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 34 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alvin Carlos | District Capital Management | Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Ed Smith | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Zubin Kapur | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Andrew Katz-Moses | Katz-Moses Financial, LLC | Washington | CFP, M.Ed. | Ongoing planning fee, Percentage of assets |
| Dawn Mabery Chestnut | Mabery Consulting, LLC | Washington | CFP, MPAS, MSPFP, ChFC | Flat fee or retainer, Hourly |
| Irina Gabidullina | Donalies Financial Planning, LLC | Washington | CFP, MBA | Percentage of assets, Hourly |
| Charles Ryan | Atlantic Financial Planning | Washington | CFP | Hourly, One-time planning fee |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Barry Glassman | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Jennifer Stewart | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Maxwell Elsasser | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Andrew Leonard | Geometric Advisors | Washington | CFP | Percentage of assets |
| Anthony Cortina | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Carolyn Catlin | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Harrison McQuaig | Rothschild Capital Partners | Washington | CFP | Percentage of assets, Hourly |
| Michelle Pimentel | Geometric Advisors | Washington | CFP | Percentage of assets |
| Stephen Wintermeier | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Tracy Johnson | Geometric Advisors | Washington | CFP | Percentage of assets |
| Christine Mistr | Dominion Financial Consultants | Washington | CFP | Percentage of assets, Hourly |
| David Nanigian | Mount Ararat Financial Services | Washington | CFP | One-time planning fee, Ongoing planning fee |
| Ariel Weisbard | Values Added | Washington | CFP | Percentage of assets, Hourly |
| Margaret Horsley | Glassy Mountain Advisors | Washington | CFP | Percentage of assets |
| Theadora Westlake-Stearns | Values Added | Washington | CFP | Percentage of assets, Hourly |
| Chuck Donalies | Donalies Financial Planning, LLC | Washington | CFP | Percentage of assets, Hourly |
| Frederick Hubach | Generational Private Wealth | Washington | CFP | Percentage of assets |
| Michael Wroblewski | Financial Advisor for You | Washington | CFP | Hourly, Fixed fees |
| Ami Shah | Steward | Washington | CFP | Percentage of assets, Fixed fees |
| Charles Donalies | Donalies Financial Planning | Washington | CFP | Percentage of assets, Hourly |
| David Manukjan | Mayflower Advisors | Washington | CFP | Percentage of assets, Fixed fees |
| Eli Weissman | Advocate Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Kevin Mahoney | Illumint | Washington | CFP | Percentage of assets, Hourly |
| Lori Gulin | Atwood Financial Planning | Washington | CFP | Hourly, Fixed fees |
| Michael Cuozzo | Condor Capital Wealth Management | Washington | CFP | Percentage of assets, Hourly |
| Timothy Coughlin | Edgemoor Investment Advisors | Washington | CFP | Percentage of assets |
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