Advisors for $1 million to $3 million in Virginia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ryan Phillips GuidePoint Financial Planning, Great Falls Holds the CFP and CFA. Fees on file: one-time planning fee, ongoing planning fee.
- Andrew Lam Strategent Financial, Harrisonburg Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Eric Montemaggi Aurora Pointe Capital, Mclean Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Darren Koch Steigerwald, Gordon & Koch Inc., Leesburg Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Eric Hess Alpha Financial Advisors, LLC, McLean Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Alessandro D'Agaro D'Agaro Financial Advisory, Alexandria Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 73
- Firms
- 33
- Cities
- 17
- Hold the CFP
- 49%
- Other credentials: CFA 14% · EA 1% · ChFC 3%
- How they charge (of 73 with fees on file): percentage of assets 99% · fixed fees 79% · hourly 52% · one-time planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 73 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Darren Koch | Steigerwald, Gordon & Koch Inc. | Leesburg | CEPA, CFP, CRPS, Other | Percentage of assets, Hourly |
| Eric Hess | Alpha Financial Advisors, LLC | McLean | CFP, ChFC, EA | Percentage of assets, Hourly |
| Ryan Phillips | GuidePoint Financial Planning | Great Falls | CFP, CFA | One-time planning fee, Ongoing planning fee |
| Coleman Pollard | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Trey Ellington | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Davis Gardner | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| James Joseph | Sentinel Wealth Management | Reston | CFP, ChFC, PFS | Percentage of assets, Fixed fees |
| Jared Jones | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Lisa Kirchenbauer | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Claire Craighill | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| John King | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| John Williams | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Jonathan Bailey | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Mitchell Crowder | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Peter Byrd | Opulent Wealth | Richmond | CFP | Percentage of assets, Fixed fees |
| Stephanie Stumpf | WealthCrossing | Richmond | CFP, PFS | Percentage of assets, Fixed fees |
| Hilary Disher | CAVU Wealth Advisors | Reston | CFP | Percentage of assets, Fixed fees |
| Alessandro D'Agaro | D'Agaro Financial Advisory | Alexandria | CFA | Percentage of assets, Hourly |
| Eric Montemaggi | Aurora Pointe Capital | Mclean | CFP, CFA | Percentage of assets, Fixed fees |
| Paige Ryan | NorthStar Asset Management | Charlottesville | CFP | Percentage of assets |
| Richard Czechowski | WS Wealth Management | Washington | CFP | Percentage of assets, Fixed fees |
| William McCaffrey | Glassy Mountain Advisors | Arlington | CFP | Percentage of assets |
| Abram Shearer | Strategent Financial | Harrisonburg | CFP | Percentage of assets, Hourly |
| Andrew Lam | Strategent Financial | Harrisonburg | CFP, CFA | Percentage of assets, Hourly |
| Dale Lam | Strategent Financial | Harrisonburg | CFP, PFS | Percentage of assets, Hourly |
| Evelyn Ovando-Flores | Omega Wealth Management | Arlington | Not listed | Percentage of assets, Hourly |
| Kristan Anderson | West Financial Services, Inc. | McLean | CEBS, CFP, CPWA | Percentage of assets, Hourly |
| Maria Bolanos Wong | Manchester Capital Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Nicholas Joseph | Sentinel Wealth Management | Reston | Not listed | Percentage of assets, Fixed fees |
| Travis Johnson | Generational Private Wealth | Ashburn | CFP | Percentage of assets |
| Andrea Broughton | WealthCrossing | Richmond | Not listed | Percentage of assets, Fixed fees |
| Jonathan Wagner | WS Wealth Management | Washington | CFA | Percentage of assets, Fixed fees |
| David Sherwood | Evanson Asset Management | Mclean | Not listed | Ongoing planning fee, One-time planning fee |
| Mark Stys | WS Wealth Management | Washington | Not listed | Percentage of assets, Fixed fees |
| Cheryl Nester | HistorInvesting | Williamsburg | Not listed | Percentage of assets, Hourly |
| Debbie Byerly | Strategent Financial | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Benjamin Scrivener | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg | CFP | Percentage of assets, Hourly |
| Culley Hess | Alpha Financial Advisors | Mclean | CFP | Percentage of assets, Hourly |
| Eric Randolph | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg | CFP | Percentage of assets, Hourly |
| Harry Gaskin | G, G, & M Financial Goals | Alexandria | CFP | Percentage of assets, Hourly |
| Hilary Carroll | Lander & Associates | Oak Hill | CFP | Percentage of assets, Hourly |
| James Abbe | Dover Advisors | Richmond | CFP | Percentage of assets, Hourly |
| Jennifer Mascarenas | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg | CFP | Percentage of assets, Hourly |
| Madolynn Morken | Steigerwald, Gordon & Koch - Wealth Advisors | Ashburn | CFP | Percentage of assets, Hourly |
| Robert Fulton | Compton Wealth Advisory Group | Virginia Beach | CFP | Percentage of assets, Hourly |
| William Thomas | 3chopt Investment Partners | Richmond | CFP | Percentage of assets |
| Andrew Kalman | Salem Investment Counselors | Arlington | CFA | Percentage of assets, Hourly |
| David van Roijen | Split Creek LLC DBA Split Creek Capital | Charlottesville | CFA | Percentage of assets, Fixed fees |
| Jeffrey Gordon | Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg | CFA | Percentage of assets, Hourly |
| Pieter Van Saun | 3chopt Investment Partners | Richmond | CFA | Percentage of assets |
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