# Advisors for $1 million to $3 million in Virginia > In Virginia, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Ryan Phillips of GuidePoint Financial Planning, Andrew Lam of Strategent Financial and Eric Montemaggi of Aurora Pointe Capital. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/virginia/ 73 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 for $1 million to $3 million in Virginia? In Virginia, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Ryan Phillips of GuidePoint Financial Planning, Andrew Lam of Strategent Financial and Eric Montemaggi of Aurora Pointe Capital. ## How many fee-only advisors for $1 million to $3 million in Virginia are there? The Wellspent public graph lists 73 fee-only advisors for $1 million to $3 million in Virginia, at 33 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Virginia located? Of the 73 fee-only advisors for $1 million to $3 million in Virginia, 20 are in Richmond, followed by 8 in Leesburg and 8 in Mclean. ## How do fee-only advisors for $1 million to $3 million in Virginia charge? The most common fee among fee-only advisors for $1 million to $3 million in Virginia is a percentage of assets, used by 99% of the 73 with fees on file. Many use more than one: 79% charge fixed fees and 52% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Virginia hold the CFP? 49% of the 73 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Virginia? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | | [Eric Hess](https://find.wellspent.co/advisors/eric-hess.md) | Alpha Financial Advisors, LLC | McLean, Virginia | CFP, ChFC, EA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Coleman Pollard](https://find.wellspent.co/advisors/coleman-pollard.md) | Steelhead Wealth Management | Glen Allen, Virginia | CFP | Percentage of assets, Fixed fees | | [Trey Ellington](https://find.wellspent.co/advisors/trey-ellington.md) | Steelhead Wealth Management | Glen Allen, Virginia | CFP | Percentage of assets, Fixed fees | | [Davis Gardner](https://find.wellspent.co/advisors/davis-gardner.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [James Joseph](https://find.wellspent.co/advisors/james-joseph-2714510.md) | Sentinel Wealth Management | Reston, Virginia | CFP, ChFC, PFS | Percentage of assets, Fixed fees | | [Jared Jones](https://find.wellspent.co/advisors/jared-jones.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Lisa Kirchenbauer](https://find.wellspent.co/advisors/lisa-kirchenbauer.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Claire Craighill](https://find.wellspent.co/advisors/claire-craighill.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [John King](https://find.wellspent.co/advisors/john-king.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [John Williams](https://find.wellspent.co/advisors/john-williams-7245735.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Jonathan Bailey](https://find.wellspent.co/advisors/jonathan-bailey.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Mitchell Crowder](https://find.wellspent.co/advisors/mitchell-crowder.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Peter Byrd](https://find.wellspent.co/advisors/peter-byrd.md) | Opulent Wealth | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Stephanie Stumpf](https://find.wellspent.co/advisors/stephanie-stumpf.md) | WealthCrossing | Richmond, Virginia | CFP, PFS | Percentage of assets, Fixed fees | | [Hilary Disher](https://find.wellspent.co/advisors/hilary-disher.md) | CAVU Wealth Advisors | Reston, Virginia | CFP | 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 | | [Eric Montemaggi](https://find.wellspent.co/advisors/eric-montemaggi.md) | Aurora Pointe Capital | Mclean, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Paige Ryan](https://find.wellspent.co/advisors/paige-ryan.md) | NorthStar Asset Management | Charlottesville, Virginia | CFP | Percentage of assets | | [Richard Czechowski](https://find.wellspent.co/advisors/richard-czechowski.md) | WS Wealth Management | Washington, Virginia | CFP | Percentage of assets, Fixed fees | | [William McCaffrey](https://find.wellspent.co/advisors/william-mccaffrey.md) | Glassy Mountain Advisors | Arlington, Virginia | CFP | Percentage of assets | | [Abram Shearer](https://find.wellspent.co/advisors/abram-shearer.md) | Strategent Financial | Harrisonburg, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Lam](https://find.wellspent.co/advisors/andrew-lam.md) | Strategent Financial | Harrisonburg, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Dale Lam](https://find.wellspent.co/advisors/dale-lam.md) | Strategent Financial | Harrisonburg, Virginia | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Evelyn Ovando-Flores](https://find.wellspent.co/advisors/evelyn-ovando-flores.md) | Omega Wealth Management | Arlington, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Kristan Anderson](https://find.wellspent.co/advisors/kristan-anderson.md) | West Financial Services, Inc. | McLean, Virginia | CEBS, CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Maria Bolanos Wong](https://find.wellspent.co/advisors/maria-bolanos-wong.md) | Manchester Capital Management | Charlottesville, Virginia | | Percentage of assets, Fixed fees | | [Nicholas Joseph](https://find.wellspent.co/advisors/nicholas-joseph.md) | Sentinel Wealth Management | Reston, Virginia | | Percentage of assets, Fixed fees | | [Travis Johnson](https://find.wellspent.co/advisors/travis-johnson.md) | Generational Private Wealth | Ashburn, Virginia | CFP | Percentage of assets | | [Andrea Broughton](https://find.wellspent.co/advisors/andrea-broughton.md) | WealthCrossing | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Jonathan Wagner](https://find.wellspent.co/advisors/jonathan-wagner.md) | WS Wealth Management | Washington, Virginia | CFA | Percentage of assets, Fixed fees | | [David Sherwood](https://find.wellspent.co/advisors/david-sherwood.md) | Evanson Asset Management | Mclean, Virginia | | Ongoing planning fee, One-time planning fee | | [Mark Stys](https://find.wellspent.co/advisors/mark-stys.md) | WS Wealth Management | Washington, Virginia | | Percentage of assets, Fixed fees | | [Cheryl Nester](https://find.wellspent.co/advisors/cheryl-nester.md) | HistorInvesting | Williamsburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Debbie Byerly](https://find.wellspent.co/advisors/debbie-byerly.md) | Strategent Financial | Harrisonburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Scrivener](https://find.wellspent.co/advisors/benjamin-scrivener.md) | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Culley Hess](https://find.wellspent.co/advisors/culley-hess.md) | Alpha Financial Advisors | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Randolph](https://find.wellspent.co/advisors/eric-randolph.md) | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Harry Gaskin](https://find.wellspent.co/advisors/harry-gaskin.md) | G, G, & M Financial Goals | Alexandria, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Hilary Carroll](https://find.wellspent.co/advisors/hilary-carroll.md) | Lander & Associates | Oak Hill, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [James Abbe](https://find.wellspent.co/advisors/james-abbe.md) | Dover Advisors | Richmond, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Mascarenas](https://find.wellspent.co/advisors/jennifer-mascarenas.md) | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Madolynn Morken](https://find.wellspent.co/advisors/madolynn-morken.md) | Steigerwald, Gordon & Koch - Wealth Advisors | Ashburn, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Fulton](https://find.wellspent.co/advisors/robert-fulton.md) | Compton Wealth Advisory Group | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [William Thomas](https://find.wellspent.co/advisors/william-thomas-7411901.md) | 3chopt Investment Partners | Richmond, Virginia | CFP | Percentage of assets | | [Andrew Kalman](https://find.wellspent.co/advisors/andrew-kalman.md) | Salem Investment Counselors | Arlington, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [David van Roijen](https://find.wellspent.co/advisors/david-van-roijen.md) | Split Creek LLC DBA Split Creek Capital | Charlottesville, Virginia | CFA | Percentage of assets, Fixed fees | | [Jeffrey Gordon](https://find.wellspent.co/advisors/jeffrey-gordon-2790564.md) | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [Pieter Van Saun](https://find.wellspent.co/advisors/pieter-van-saun.md) | 3chopt Investment Partners | Richmond, Virginia | CFA | Percentage of assets | Showing the first 50 of 73. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/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).