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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
Tarif Homsi NoorVest Leesburg Not listed Flat fee or retainer, Ongoing planning fee
William Smith Wealthway Financial Advisors Norfolk CFP Percentage of assets
Zachary Tekamp Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Edward Anderson III ClearVue Financial Alexandria CFP One-time planning fee, Ongoing planning fee
Jonas Rohde Rohde Wealth Management Broadway Not listed Percentage of assets
Kenneth Turner Next Up Wealth Advisors King George CFP Percentage of assets, Hourly
Matthew Trogdon Craftwork Capital Arlington CFP One-time planning fee
Naima Bush Fruitful Falls Church CFP, ChFC Percentage of assets, Ongoing planning fee
Ross Anderson Craftwork Capital Alexandria CFP One-time planning fee
Roy Weisert Weisert Investment Services Virginia Beach CFP Percentage of assets
Samantha Vicchiarelli Alexis Advisors Richmond ChFC Percentage of assets, Hourly
Stephen Trojan Flatiron Wealth Advisors Henrico Not listed Percentage of assets, Ongoing planning fee
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Aidan Banner Covenant Wealth Advisors Richmond Not listed Percentage of assets
Alex D'Attilio Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Amy Hoffman Advisors Financial Mclean CFP Percentage of assets, Hourly
Andrew Neiderer Selective Wealth Management Forest CFP Percentage of assets
Andrew St.Jean Solitude Financial Charlottesville CFP Percentage of assets, Hourly
Anthony Castaldi Covenant Wealth Advisors Richmond Not listed Percentage of assets
Ashley Owens 11 Financial Gretna Not listed Percentage of assets, Hourly
Axel Bellars Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Brad Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Brenda Morris Humane Investing Glen Allen CFP Percentage of assets
Cameron Malekuti Covenant Wealth Advisors Richmond Not listed Percentage of assets
Charles Gibbons KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Christopher Brown Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Daniel Seltzer Arrow Wealth Advisors Lynchburg CFP Percentage of assets, Hourly
David Budinger Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
David Miller Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Donald Heishman Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Elizabeth Sharp Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Hugh Quinn Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Hunter Adams Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Jacob Fleming Solitude Financial Charlottesville CFP Percentage of assets, Hourly
Jennifer Berdell Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
Jonathan Cox Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Joseph Van Name Advisors Financial Mclean CFP Percentage of assets, Hourly
Justin Souder Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Karen Monborne Advisors Financial Mclean CFP Percentage of assets, Hourly
Karrie Thomas Nautilus Financial Group Virginia Beach CFP Hourly
Katherine Fonville Covenant Wealth Advisors Richmond Not listed Percentage of assets
Kevin Deans KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Kyler Stephens Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Marjun Tare Selective Wealth Management Forest CFP Percentage of assets
Mark Herman Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Matthew Turner Selective Wealth Management Forest CFP Percentage of assets
Micah Reish Crestone Financial Advisors Broadway Not listed Percentage of assets, Flat fee or retainer
Michael Wakeham Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Michael Whitney Solitude Financial Charlottesville CFP Percentage of assets, Hourly