# Advisors for over $3 million in Virginia > In Virginia, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include David Trenner of D'Orazio & Associates, Peter Tuz of Chase Investment Counsel and Marshall Chambers of Heritage Wealth Advisors. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/virginia/ 59 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 over $3 million in Virginia? In Virginia, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include David Trenner of D'Orazio & Associates, Peter Tuz of Chase Investment Counsel and Marshall Chambers of Heritage Wealth Advisors. ## How many fee-only advisors for over $3 million in Virginia are there? The Wellspent public graph lists 59 fee-only advisors for over $3 million in Virginia, at 15 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in Virginia located? Of the 59 fee-only advisors for over $3 million in Virginia, 35 are in Richmond, followed by 7 in Vienna and 5 in Charlottesville. ## How do fee-only advisors for over $3 million in Virginia charge? The most common fee among fee-only advisors for over $3 million in Virginia is a percentage of assets, used by 78% of the 59 with fees on file. Many use more than one: 78% charge fixed fees and 27% charge performance-based fees. ## How many fee-only advisors for over $3 million in Virginia hold the CFP? 25% of the 59 fee-only advisors for over $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 over $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 over $3 million in Virginia? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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 | |---|---|---|---|---| | [Jonathan Huss](https://find.wellspent.co/advisors/jonathan-huss.md) | Hussmen Financial, LLC | Midlothian, Virginia | CFP | Ongoing planning fee, Hourly, One-time planning fee | | [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Delores Remo](https://find.wellspent.co/advisors/delores-remo.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Sarah Simmer](https://find.wellspent.co/advisors/sarah-simmer.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Samantha Link](https://find.wellspent.co/advisors/samantha-link.md) | Brockenbrough | Richmond, Virginia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [John Jordan](https://find.wellspent.co/advisors/john-jordan.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Kishore Shah](https://find.wellspent.co/advisors/kishore-shah.md) | Lynx Investment Advisory | Vienna, Virginia | ChFC | Percentage of assets, Fixed fees, Performance-based fees | | [Steven Henderson](https://find.wellspent.co/advisors/steven-henderson.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Austin Brockenbrough IV](https://find.wellspent.co/advisors/austin-brockenbrough-iv.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Charles Caravati](https://find.wellspent.co/advisors/charles-caravati.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Culbertson](https://find.wellspent.co/advisors/christopher-culbertson.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Dion](https://find.wellspent.co/advisors/christopher-dion.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [David Lyons](https://find.wellspent.co/advisors/david-lyons.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [John Bowers](https://find.wellspent.co/advisors/john-bowers.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Jennings](https://find.wellspent.co/advisors/joseph-jennings.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Martin King](https://find.wellspent.co/advisors/martin-king.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Robert Burke](https://find.wellspent.co/advisors/robert-burke.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [William Cameron](https://find.wellspent.co/advisors/william-cameron.md) | Third Millennium Advisors | Barboursville, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [William Claiborne](https://find.wellspent.co/advisors/william-claiborne.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Aaron Zitalone](https://find.wellspent.co/advisors/aaron-zitalone.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Daniel Rowe](https://find.wellspent.co/advisors/daniel-rowe.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [David Trenner](https://find.wellspent.co/advisors/david-trenner.md) | D'Orazio & Associates | Falls Church, Virginia | CFP, BS, CPA, JD, LLM | Fixed fees | | [Kaitlyn Kocuba](https://find.wellspent.co/advisors/kaitlyn-kocuba.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Meagan Roberts](https://find.wellspent.co/advisors/meagan-roberts.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Mikai Thomas](https://find.wellspent.co/advisors/mikai-thomas.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Mitchell Martin](https://find.wellspent.co/advisors/mitchell-martin.md) | Mitchell Advisory, Inc. | McLean, Virginia | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Wesley Cullinane](https://find.wellspent.co/advisors/wesley-cullinane.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Zuzanna Kaczmarek](https://find.wellspent.co/advisors/zuzanna-kaczmarek.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Austin Brockenbrough III](https://find.wellspent.co/advisors/austin-brockenbrough-iii.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Shaia](https://find.wellspent.co/advisors/matthew-shaia.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Richard Skeppstrom](https://find.wellspent.co/advisors/richard-skeppstrom.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Walter Robertson](https://find.wellspent.co/advisors/walter-robertson.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Kyle Haesler](https://find.wellspent.co/advisors/kyle-haesler.md) | FarrCrest Capital | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Vanlandingham](https://find.wellspent.co/advisors/jennifer-vanlandingham.md) | D'orazio Wealth Advisors | Falls Church, Virginia | CFP | Fixed fees | | [Jeremy Meek](https://find.wellspent.co/advisors/jeremy-meek.md) | D'orazio Wealth Advisors | Vienna, Virginia | CFP | Fixed fees | | [Joseph Dorazio](https://find.wellspent.co/advisors/joseph-dorazio.md) | D'orazio Wealth Advisors | Falls Church, Virginia | CFP | Fixed fees | | [Morgan Alley](https://find.wellspent.co/advisors/morgan-alley.md) | MWA Investments | White Stone, Virginia | CFP | Percentage of assets | | [Peter Tuz](https://find.wellspent.co/advisors/peter-tuz.md) | Chase Investment Counsel | Charlottesville, Virginia | CFP, CFA | Percentage of assets, Hourly | | [Sebastian Florero](https://find.wellspent.co/advisors/sebastian-florero.md) | D'orazio Wealth Advisors | Vienna, Virginia | CFP | Fixed fees | | [Andrew Eskelsen](https://find.wellspent.co/advisors/andrew-eskelsen.md) | D'orazio Wealth Advisors | Vienna, Virginia | CFA | Fixed fees | | [Benjamin Corson](https://find.wellspent.co/advisors/benjamin-corson.md) | D'orazio Wealth Advisors | Vienna, Virginia | CFA | Fixed fees | | [Isaac Wentz](https://find.wellspent.co/advisors/isaac-wentz.md) | Hunter Lewis | Crozet, Virginia | CFA | Fixed fees | | [Robert Hill](https://find.wellspent.co/advisors/robert-hill.md) | Acima Private Wealth | Richmond, Virginia | CFA | Percentage of assets | | [Stephanie Bosserman](https://find.wellspent.co/advisors/stephanie-bosserman.md) | Hunter Lewis | Crozet, Virginia | CFA | Fixed fees | | [Tanya Bird](https://find.wellspent.co/advisors/tanya-bird.md) | Acima Private Wealth | Richmond, Virginia | CFA | Percentage of assets | | [Bailey Schmitz](https://find.wellspent.co/advisors/bailey-schmitz.md) | D'orazio Wealth Advisors | Vienna, Virginia | | Fixed fees | | [Derwood Chase](https://find.wellspent.co/advisors/derwood-chase.md) | Chase Investment Counsel | Charlottesville, Virginia | | Percentage of assets, Hourly | | [Gary Gore](https://find.wellspent.co/advisors/gary-gore.md) | Acima Private Wealth | Richmond, Virginia | | Percentage of assets | Showing the first 50 of 59. The full list, page by page: https://find.wellspent.co/by/financial-advisors-over-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).