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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
Mitchell Law Arrow Wealth Advisors Lynchburg CFP Percentage of assets, Hourly
Panagiotis Plevritis Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Peter Walls Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
Robert Wigfield Selective Wealth Management Forest CFP Percentage of assets
Ronald Whitley Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Sean Tyll Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Shannon Ware Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Steven Brandt Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Temiloluwa Adesodun Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Theron Weimer KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Timothy Flanigan Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Trent Tarnstrom Selective Wealth Management Forest CFP Percentage of assets
Tricia Lepofsky KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Ty Bilderback Solitude Financial Charlottesville CFP, CFA Percentage of assets, Hourly
Wesley Stien Lodestar Financial Management Arlington CFP Flat fee or retainer
Zachary Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Aaron Clarke Heritage Financial Gainesville CFP Percentage of assets, Hourly
Alan Broderick Bay Rivers Group Wealth Partners Williamsburg CFP Percentage of assets, Hourly
Alyssa Lum Luminate Financial Planning Sterling CFP, MBA Percentage of assets, Hourly
Arthur Hall StrategicGlobal South Riding Not listed Percentage of assets, Hourly
Benjamin Wood BDC Capital Management Glen Allen Not listed Percentage of assets, Hourly
Bruce Lemley Bay Rivers Group Wealth Partners Williamsburg CFP Percentage of assets, Hourly
Charles Lucy Bay Rivers Group Wealth Partners Williamsburg CFP Percentage of assets, Hourly
Charlotte Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Crawford Ulmer Ulmer Financial Charlottesville CFP, EA Percentage of assets, Hourly
Dan Joss Joss Brown Wealth Advisors Group, LLC Williamsburg CFP, MBA, RLP Percentage of assets, Hourly
Daniel Thornton Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
David O'Neill Heritage Financial Gainesville CFP Percentage of assets, Hourly
Edward Zywien Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Howard Cranford Sturman Wealth Advisors Charlottesville CFP Percentage of assets, Fixed fees
Jennifer Denner Professional Financial Solutions, LLC Fairfax CFP, CPA Percentage of assets, Hourly
Jing Zheng Neat Financial Planning, LLC Falls Church CFP, MBA, EA Percentage of assets, Hourly
Johnny Medina RidgeOak Wealth Arlington Not listed Percentage of assets
Jonathan Weatherly Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Joshua Zins Plandeavor Arlington Not listed Ongoing planning fee, One-time planning fee
Juan Dager Vancampenhoud TitanRex Arlington Not listed Percentage of assets, Hourly
Justin Lopez Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Kira Topeka Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Lauren Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Lauren Zangardi Haynes Spark Financial Advisors Richmond CFP, CIMA Percentage of assets, Hourly
Leland Gross PeaceLink Financial Planning LLC Virginia Beach CFP, EA Percentage of assets, Hourly
Lily Poy Iconic Wealth Management Fairfax CFP Percentage of assets, Fixed fees
Louis Leyes Stages Planning Group Virginia Beach Not listed Ongoing planning fee, Percentage of assets
Maria Lavrentyeva BDC Capital Management Glen Allen Not listed Percentage of assets, Hourly
Meredith Jones Allvet Financial Manakin Sabot Not listed Ongoing planning fee, Percentage of assets
Michelle Fulcher Verus Capital Partners South Boston Not listed Percentage of assets, Hourly
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Nicholas Caramanica Arlington Wealth Planning, LLC Arlington CFP, MBA, PMP Percentage of assets, Hourly
Phillip Saunders Joss Brown Wealth Advisors Newport News CFP, CKA, CSA, MBA Percentage of assets, Hourly
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly