CFP financial advisors in Virginia
How do I find fee-only advisors who hold the CFP in Virginia?
In Virginia, 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 Ben Raikes of Mason & Associates, LLC, John W. Bowen of Bowen Financial Services, LLC and Elizabeth Gilmore of Gilmore Financial Planning.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ben Raikes Mason & Associates, LLC, Newport News Holds the CFP, CPA and EA. Fees on file: ongoing planning fee.
- John W. Bowen Bowen Financial Services, LLC, Midlothian Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Elizabeth Gilmore Gilmore Financial Planning, Herndon Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Morgan Sass Partners in Financial Planning, LLC, Salem Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Ryan Phillips GuidePoint Financial Planning, Great Falls Holds the CFP and CFA. Fees on file: one-time planning fee, ongoing planning fee.
- Walter Jessee Impact Financial, Richmond Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 402
- Firms
- 228
- Cities
- 61
- Hold the CFP
- 100%
- Other credentials: CFA 4% · CPA 3% · EA 3%
- How they charge (of 399 with fees on file): percentage of assets 84% · fixed fees 61% · hourly 51% · ongoing planning fee 9%
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)
- 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)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Virginia are there?
The Wellspent public graph lists 402 fee-only advisors who hold the CFP in Virginia, at 228 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who hold the CFP in Virginia located?
Of the 402 fee-only advisors who hold the CFP in Virginia, 58 are in Richmond, followed by 37 in Vienna and 31 in Mclean.
How do fee-only advisors who hold the CFP in Virginia charge?
The most common fee among fee-only advisors who hold the CFP in Virginia is a percentage of assets, used by 84% of the 399 with fees on file. Many use more than one: 61% charge fixed fees and 51% charge by the hour.
How many fee-only advisors who hold the CFP in Virginia hold the CFP?
100% of the 402 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Virginia?
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 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 402 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| DAN Honsberger Advice-only planning for complex situations, from taxes and insurance reviews to equity compensation and inherited IRAs, by the hour or ongoing. | Reel Financial Planning | Midlothian | CFP | Subscription, One-time planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Ashley Coake | Cultivate Financial Planning | Radford | CFP, EA | Flat fee or retainer |
| Bill Nelson | Pacesetter Planning LLC | Arlington | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| Robert Tull | Tull Financial Group, Inc. | Chesapeake | CFP, MBA | Percentage of assets, Hourly |
| Wade Brittingham | Stock Plan Advisory Group LLC | Alexandria | CFP | Percentage of assets, Ongoing planning fee |
| Ben Raikes | Mason & Associates, LLC | Newport News | CFP, CPA, CPA/PFS, Master of Science Accounting | Ongoing planning fee |
| Colin Page | Oakleigh Wealth Services | Crozet | CFP | Flat fee or retainer, Ongoing planning fee |
| David Marotta | Marotta Wealth Management, Inc. | Charlottesville | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly |
| John Mason | Mason & Associates | Newport News | CFP | Ongoing planning fee |
| John W. Bowen | Bowen Financial Services, LLC | Midlothian | CFP, EA, CPA | Percentage of assets, Hourly |
| Michael Powers | Manuka Financial, LLC | Richmond | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Shawn Perkins | Genuine Wealth Solutions LLC | Richmond | AWMA, CFP | Ongoing planning fee, One-time planning fee |
| Tom Massie | Massie Financial Planning | Alexandria | CFP | Percentage of assets, Flat fee or retainer |
| Tommy Blackburn | Mason & Associates | Newport News | CFP, CPA, PFS | Ongoing planning fee |
| Anthony Lombard Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy. | Noteworthy Financial | Fairfax Station | CFP | Subscription, One-time planning fee |
| Christopher Urban | Discovery Wealth Planning LLC | Vienna | CFP, MBA, RICP, TPCP | Hourly, One-time planning fee |
| Daniel Kenny | FI-nancial Planner LLC | Hamilton | CFP, CPA | Ongoing planning fee, Percentage of assets |
| Darren Koch | Steigerwald, Gordon & Koch Inc. | Leesburg | CEPA, CFP, CRPS, Other | Percentage of assets, Hourly |
| David Miller | Rule72 Financial | Potomac Falls | CFP, MSC | Percentage of assets, Hourly |
| Eric Olsen | Olsen Family Financial, LLC | Oakton | CFP, PhD | Flat fee or retainer, Hourly |
| Jonathan Huss | Hussmen Financial, LLC | Midlothian | CFP | Ongoing planning fee, Hourly |
| Matthew Jenkins | Noble Hill Planning LLC | Richmond | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Omen Quelvog | Formynder Wealth Management, LLC | Fredericksburg | CFP | Flat fee or retainer, Ongoing planning fee |
| Timothy Murray | Gladwyn Financial Advisors, Inc. | Chantilly | CDFA, CFP | Percentage of assets, Hourly |
| Trent Templer | Templer Wealth Management, LLC | Tysons Corner | CFP | Percentage of assets |
| Walter Jessee | Impact Financial | Richmond | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Anthony Reynolds | CoreTegic Capital Wealth Management | Arlington | CFP, ChFC, MBA | Percentage of assets, Hourly |
| Elizabeth Gilmore Flat-fee guidance for self-directed investors who keep control of their accounts while working toward financial freedom and retirement. | Gilmore Financial Planning | Herndon | CFP, EA | Subscription, One-time planning fee |
| Jason Howell | Jason Howell Company | Vienna | CFP, CPWA | Percentage of assets, Hourly |
| Joanne Burke | Birch Street Financial Advisors LLC | Vienna | CFP, CPA, PFS | Percentage of assets, Hourly |
| Marshall Groom | Groom Financial Advisory | Virginia Beach | CFP, JD | Percentage of assets, One-time planning fee |
| S. Alexis Grason | Spark Financial Advisors, LLC | Richmond | CFP, RICP, CIMA | Percentage of assets, Hourly |
| Dan Serra | SageVest Wealth Management | McLean | ADPA, CDFA, CFP, EA | Percentage of assets |
| Eric Hess | Alpha Financial Advisors, LLC | McLean | CFP, ChFC, EA | Percentage of assets, Hourly |
| John Hall | Lynchburg Wealth Management | Lynchburg | CFP | Percentage of assets, Hourly |
| Lamar Watson | Dream Financial Planning LLC | Reston | CFP | Ongoing planning fee, One-time planning fee |
| Ryan Phillips | GuidePoint Financial Planning | Great Falls | CFP, CFA | One-time planning fee, Ongoing planning fee |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Christine Centeno | Simplicity Wealth Management LLC | Glen Allen | CFP, MSFP | Percentage of assets, Hourly |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| John Hopkins | Swift Creek Wealth Management, LLC | Moseley | BS, CFP | Percentage of assets, Hourly |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Alan Nicolette | Nicolette Financial | Charlottesville | CFP | Hourly, Fixed fees |
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