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Advisors for under $500,000 in Virginia

All 441 advisors

Advisors for under $500,000 in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
John Fennig KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Mark Fonville Covenant Wealth Advisors Richmond CFP Percentage of assets
Matthew Brennan Covenant Wealth Advisors Reston CFP Percentage of assets
Megan Waters Covenant Wealth Advisors Richmond CFP Percentage of assets
Michael Rettinger KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Rosana Nguyen Covenant Wealth Advisors Richmond CFP Percentage of assets
Walter Hurt Covenant Wealth Advisors Richmond CFP Percentage of assets
Bryan Anderson Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Christopher DeLeon Plandeavor Arlington CFP Ongoing planning fee, One-time planning fee
Daniel Fortunato Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Gary Wood BDC Capital Management Glen Allen CFP Percentage of assets, Hourly
Jonathan Lopez Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Kevin McLoughlin Trio Wealth Management® Sterling CFP Percentage of assets, Fixed fees
Marc Wehmeyer Praetorian Guard Wealth Management Arlington CFP Percentage of assets
Michelle Hundley Trio Wealth Management® Great Falls CFP Percentage of assets, Fixed fees
Rebecca Blevins Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Tyler Caveness Caveness Wealth Advisory Roanoke CFP Percentage of assets, Hourly
Amanda Ansell OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Amy Moore OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Andrew Miller OLIO Financial Planning Mclean CFP Ongoing planning fee
Anthony Davis Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Brian Talbott OLIO Financial Planning Mclean CFP Ongoing planning fee
David Luck Advisor Financial Services Glen Allen CFP Percentage of assets, Hourly
Edwin Knowles The Knowles Company Oakton CFP Percentage of assets, Hourly
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Harold Philipsen Tenzing Financial Williamsburg CFP, ChFC Percentage of assets, Fixed fees
Jay Arce Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Jerry Firebaugh Wayne Firebaugh Roanoke CFP Percentage of assets, Hourly
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
John Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Kevin Zywna Wealthway Financial Advisors Norfolk CFP Percentage of assets
Marvin Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Mary Boland Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Maynard Keller American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Michael Broadhurst Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
Michael Harris Bluerock Financial Services Williamsburg CFP Percentage of assets, Hourly
Michael Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee
Nathan Ward W&S Management Services Richmond Not listed Percentage of assets, Hourly
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Robert Kohn Tenzing Financial Williamsburg CFP Percentage of assets, Fixed fees
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets