| Robert Lee | Genesis by Doxa | Arlington | CFA | Percentage of assets |
| Roberta Keller | Alexis Advisors | Richmond | Not listed | Percentage of assets, Hourly |
| Roger Crook | Altura Wealth Advisors | Virginia Beach | CFP, ChFC | Percentage of assets, Fixed fees |
| Shaobo Li | Dominguez Wealth Management Solutions | Williamsburg | Not listed | Percentage of assets, Hourly |
| Stephen Fletcher | EVOadvisers | Irvington | CFP, CIMA, MBA, FPQP | Fixed fees |
| Todd Sturman | Sturman Wealth Advisors | Charlottesville | CFP | Percentage of assets, Fixed fees |
| Wendell Fuller | Fuller Wealth Advisors, Inc. | North Chesterfield | CFP | Percentage of assets, Hourly |
| Will Gibson | Bay Rivers Group Wealth Partners | Williamsburg | CFP, CFA | Percentage of assets, Hourly |
| Alicia Borghi | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Brae Beggs | OLIO Financial Planning | Mclean | Not listed | Ongoing planning fee |
| Cassandra Conte | Taylor Financial Group | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Christopher Devlin | Selective Wealth Management | Forest | CFA | Percentage of assets |
| Gareth Mancini | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Geoffrey Sirhal | CharMarLine Wealth Management | Lynchburg | Not listed | Percentage of assets |
| Jacob Mardian | American Financial Planning | Roanoke | Not listed | Flat fee or retainer, One-time planning fee |
| Joseph Turkal | Sierra Hotel Financial | Triangle | Not listed | Percentage of assets, Fixed fees |
| Kelly Ryan | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Mark Castonguay | American Financial Planning | Yorktown | Not listed | Flat fee or retainer, One-time planning fee |
| Mark Tekamp | Heritage Wealth Management Group | Norfolk | Not listed | Percentage of assets, Fixed fees |
| Patrick Knowles | The Knowles Company | Oakton | Not listed | Percentage of assets, Hourly |
| Rachel Potters | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Scot Morris | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Todd Shears | BlueSail Advisors | Mclean | Not listed | Ongoing planning fee |
| Tracy Shackelford | Tenzing Financial | Williamsburg | Not listed | Percentage of assets, Fixed fees |
| Casey Bibb | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Cory Nichols | Yes Life Financial | Glen Allen | Not listed | Percentage of assets |
| Cristina Munteanu | Craftwork Capital | Alexandria | Not listed | One-time planning fee |
| David Mucciaro | Genesis by Doxa | Arlington | Not listed | Percentage of assets |
| Francisco Anguita Veliz | Amauta | Alexandria | Not listed | Percentage of assets |
| Jimmy Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| John Mumper | Patina Wealth | Richmond | Not listed | Percentage of assets |
| Linwood Fraher | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Maegan Cahoon | Weisert Investment Services | Virginia Beach | Not listed | Percentage of assets |
| Philip Swann | Well-Planned Financial | Staunton | Not listed | Percentage of assets, Fixed fees |
| Robert Gillispie | Yes Life Financial | Glen Allen | Not listed | Percentage of assets |
| Robert Moore | Everman Wealth & Prosperity | Fairfax Station | Not listed | Ongoing planning fee |
| Samuel Benson | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Samuel Harris | Patina Wealth | Crozet | Not listed | Percentage of assets |
| Theodore Doll | Health & Wealth Works | Henrico | Not listed | Percentage of assets, Hourly |
| Theresa Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Brian Liedstrand | Selective Wealth Management | Forest | Not listed | Percentage of assets |
| Brittany Heath | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| David Mulhearn | Advisors Financial | Mclean | Not listed | Percentage of assets, Hourly |
| Edward Dudley | SEM Wealth Management | New Kent | Not listed | Percentage of assets |
| Gene Kowalski | Solitude Financial | Charlottesville | Not listed | Percentage of assets, Hourly |
| Gordon Daisley | Advisors Financial | Mclean | Not listed | Percentage of assets, Hourly |
| Gregory Harris | Klaren Capital | Waynesboro | Not listed | Percentage of assets, Hourly |
| Jason Seney | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| Joshua Standeven | Selective Wealth Management | Forest | Not listed | Percentage of assets |
| Rosemary Yue | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |