Advisors for $500,000 to $1 million in Virginia
How do I find fee-only advisors for $500,000 to $1 million in Virginia?
In Virginia, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Camille Svitek of Evermay Wealth Management, John W. Bowen of Bowen Financial Services, LLC and Dan Serra of SageVest Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Camille Svitek Evermay Wealth Management, Arlington Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- John W. Bowen Bowen Financial Services, LLC, Midlothian Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Dan Serra SageVest Wealth Management, McLean Holds the CFP and EA. Fees on file: percentage of assets.
- Michael Powers Manuka Financial, LLC, Richmond Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Matthew Jenkins Noble Hill Planning LLC, Richmond Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Stephen Jacobson Verdence Capital Advisors, Alexandria Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 267
- Firms
- 97
- Cities
- 39
- Hold the CFP
- 48%
- Other credentials: CFA 12% · CPA 1% · EA 1%
- How they charge (of 267 with fees on file): percentage of assets 96% · fixed fees 56% · hourly 38% · 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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million in Virginia are there?
The Wellspent public graph lists 267 fee-only advisors for $500,000 to $1 million in Virginia, at 97 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.
Where are fee-only advisors for $500,000 to $1 million in Virginia located?
Of the 267 fee-only advisors for $500,000 to $1 million in Virginia, 56 are in Richmond, followed by 43 in Vienna and 22 in Alexandria.
How do fee-only advisors for $500,000 to $1 million in Virginia charge?
The most common fee among fee-only advisors for $500,000 to $1 million in Virginia is a percentage of assets, used by 96% of the 267 with fees on file. Many use more than one: 56% charge fixed fees and 38% charge by the hour.
How many fee-only advisors for $500,000 to $1 million in Virginia hold the CFP?
48% of the 267 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Virginia?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
How current is this list of fee-only advisors for $500,000 to $1 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 267 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Christopher Urban | Discovery Wealth Planning LLC | Vienna | CFP, MBA, RICP, TPCP | Hourly, One-time planning fee |
| Matthew Jenkins | Noble Hill Planning LLC | Richmond | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Trent Templer | Templer Wealth Management, LLC | Tysons Corner | CFP | Percentage of assets |
| Joanne Burke | Birch Street Financial Advisors LLC | Vienna | CFP, CPA, PFS | Percentage of assets, Hourly |
| Dan Serra | SageVest Wealth Management | McLean | ADPA, CDFA, CFP, EA | Percentage of assets |
| Candace Lee | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Catherine Atwood | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Colin Gerrety | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Dana Sippel | Glassman Wealth | Vienna | CFP, PFS | Percentage of assets, Fixed fees |
| Donald Gresh | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Dunner | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Jeremiah Winters | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Jhonny Merida Soto | Glassman Wealth | Arlington | CFP | Percentage of assets, Fixed fees |
| Travis Russell | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Bianca San | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Brian Welch | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| David Kozlowski | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| David Quinn | Pine Harbor Wealth Management | Fairfax | CFP | Percentage of assets, One-time planning fee |
| Dean Catino | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Edward Hoppe | Verus Financial Partners | Richmond | CFP, PFS | Percentage of assets |
| Emily Harper | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Jacob Fram | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Jessica Gibbs | Monument Wealth Management | Arlington | CFP | Percentage of assets |
| Kristin Lindsay | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Matthew Shriver | Alexander Randolph Advisory | Reston | CFP, CFA | Percentage of assets, Hourly |
| Sloan Chittenden | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Tyler Snow | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| William Lagos | Verus Financial Partners | Richmond | CFP, ChFC | Percentage of assets |
| Anthony Jones | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Ashley Heatwole | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP, CFA | Percentage of assets |
| Brian Jones | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| David Greene | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Eric Showalter | Arbor Private Wealth | Ashburn | CFP | Percentage of assets, Fixed fees |
| Griffin Baker | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Janet Wills | Wills Financial Group | Richmond | CFP | Percentage of assets, Hourly |
| Jeffrey Lenhart | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP | Percentage of assets |
| Jessica Ness | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Karen Blair | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Nicholas Perrine | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP | Percentage of assets |
| Parker Trasborg | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Peter Rechter | Rechter Wealth Management | Clifton | CFP | Percentage of assets, One-time planning fee |
| Ryan Waid | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP | Percentage of assets |
| Tina Babicz | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Tracey Baker | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Alan Kramer | MontVue Capital Management | Lynchburg | CFP | Percentage of assets, One-time planning fee |
| Albert Barsanti | Wise Planning | Vienna | CFP | Ongoing planning fee |
| Aubrey Klearman | YeskeBuie | Vienna | CFP | Percentage of assets |
| David Armstrong | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes