Advisors for over $3 million in Virginia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Trenner D'Orazio & Associates, Falls Church Holds the CFP and CPA. Fees on file: fixed fees.
- Peter Tuz Chase Investment Counsel, Charlottesville Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Marshall Chambers Heritage Wealth Advisors, Richmond Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Jonathan Huss Hussmen Financial, LLC, Midlothian Holds the CFP. Fees on file: ongoing planning fee, hourly.
- Stephanie Bosserman Hunter Lewis, Crozet Holds the CFA. Fees on file: fixed fees.
- William Claiborne Brockenbrough, Richmond Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 59
- Firms
- 15
- Cities
- 12
- Hold the CFP
- 25%
- Other credentials: CFA 36% · CPA 2% · ChFC 2%
- How they charge (of 59 with fees on file): percentage of assets 78% · fixed fees 78% · performance-based fees 27% · hourly 19%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 59 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jonathan Huss | Hussmen Financial, LLC | Midlothian | CFP | Ongoing planning fee, Hourly |
| Charles Hill | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Delores Remo | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Marshall Chambers | Heritage Wealth Advisors | Richmond | CFP, CFA | Percentage of assets, Fixed fees |
| Sarah Simmer | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Samantha Link | Brockenbrough | Richmond | CFP | Percentage of assets, Fixed fees |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| John Jordan | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Kishore Shah | Lynx Investment Advisory | Vienna | ChFC | Percentage of assets, Fixed fees |
| Steven Henderson | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Austin Brockenbrough IV | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Charles Caravati | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Culbertson | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Dion | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| David Lyons | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| John Bowers | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Joseph Jennings | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Martin King | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Robert Burke | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| William Cameron | Third Millennium Advisors | Barboursville | CFP | Percentage of assets, Hourly |
| William Claiborne | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Aaron Zitalone | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| David Trenner | D'Orazio & Associates | Falls Church | CFP, BS, CPA, JD | Fixed fees |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mitchell Martin | Mitchell Advisory, Inc. | McLean | CFP, MBA | Percentage of assets, Hourly |
| Wesley Cullinane | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Austin Brockenbrough III | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Matthew Shaia | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Richard Skeppstrom | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Walter Robertson | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Kyle Haesler | FarrCrest Capital | Reston | Not listed | Percentage of assets, Hourly |
| Jennifer Vanlandingham | D'orazio Wealth Advisors | Falls Church | CFP | Fixed fees |
| Jeremy Meek | D'orazio Wealth Advisors | Vienna | CFP | Fixed fees |
| Joseph Dorazio | D'orazio Wealth Advisors | Falls Church | CFP | Fixed fees |
| Morgan Alley | MWA Investments | White Stone | CFP | Percentage of assets |
| Peter Tuz | Chase Investment Counsel | Charlottesville | CFP, CFA | Percentage of assets, Hourly |
| Sebastian Florero | D'orazio Wealth Advisors | Vienna | CFP | Fixed fees |
| Andrew Eskelsen | D'orazio Wealth Advisors | Vienna | CFA | Fixed fees |
| Benjamin Corson | D'orazio Wealth Advisors | Vienna | CFA | Fixed fees |
| Isaac Wentz | Hunter Lewis | Crozet | CFA | Fixed fees |
| Robert Hill | Acima Private Wealth | Richmond | CFA | Percentage of assets |
| Stephanie Bosserman | Hunter Lewis | Crozet | CFA | Fixed fees |
| Tanya Bird | Acima Private Wealth | Richmond | CFA | Percentage of assets |
| Bailey Schmitz | D'orazio Wealth Advisors | Vienna | Not listed | Fixed fees |
| Derwood Chase | Chase Investment Counsel | Charlottesville | Not listed | Percentage of assets, Hourly |
| Gary Gore | Acima Private Wealth | Richmond | Not listed | Percentage of assets |
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