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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
Marie Lovett Oakleigh Wealth Services Crozet CFP Hourly, Fixed fees
Mary Tomlin Tomlin Financial Advisors Norfolk CFP Percentage of assets, Hourly
Megan Russell Marotta Wealth Management Charlottesville CFP Percentage of assets, Hourly
Michael Mason Mason & Associates Newport News CFP, ChFC Percentage of assets, Hourly
Michael McLenigan Professional Financial Solutions Fairfax CFP Percentage of assets, Hourly
Michelle Orellana Spark Financial Advisors Richmond CFP Percentage of assets, Hourly
Michelle Robinson Joss Brown Wealth Advisors Williamsburg CFP Percentage of assets, Hourly
Pamela Poldiak Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Rast Gozeh Kassira Wealth Management Tysons Corner CFP, CFA Percentage of assets
Richard Gardner Lionheart Financial Planning Stafford CFP Percentage of assets, Hourly
Richard Laymon Beacon Wealth Consultants Roanoke CFP Percentage of assets, Hourly
Robert Copeland Professional Financial Solutions Fairfax CFP Percentage of assets, Hourly
Ryan Daley Broadpark Advisors Charlottesville CFP Percentage of assets, Hourly
Sara Epperly Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Sethalan Carter Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Stephen Bain Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Stephen Brown King George Capital Mgmt King George CFP Percentage of assets, Hourly
Stephen Korving Korving & Company Suffolk CFP Percentage of assets, Hourly
Steven Pugliese Buttonwood Wealth Winchester CFP Percentage of assets, Hourly
Suzanne Grason Spark Financial Advisors Richmond CFP Percentage of assets, Hourly
Thomas Massie Massie Financial Planning Alexandria CFP Percentage of assets, Fixed fees
Vivian Honeycutt Bay Capital Advisors Virginia Beach CFP Percentage of assets, Hourly
William Bonwell Bonwell Capital Management Richmond CFP Percentage of assets, Hourly
William Nelson Pacesetter Planning Arlington CFP Percentage of assets, Hourly
Zachary Smith The Kelly Group Blacksburg CFP Percentage of assets, Hourly
Angela Marie Cloe Apforia Virginia Beach ChFC Percentage of assets, Hourly
Arcelia Wicker Bay Capital Advisors Carrollton ChFC Percentage of assets, Hourly
Elizabeth Turner United Wealth Management Williamsburg ChFC Percentage of assets, Hourly
Gary Korolev Sovereign Vienna CFA Percentage of assets, Hourly
Jeremy Ingram Beacon Harbor Wealth Advisors Virginia Beach CFA Percentage of assets, Hourly
Matthew Cullen American Capital Advisory Richmond CFA Percentage of assets, Hourly
Michael Koontz Integrity Financial Advisors Forest ChFC Percentage of assets
Michael Peasley Tone Capital Richmond CFA Percentage of assets, Hourly
Rodney Sullivan Vesteer Wealth Management Charlottesville CFA Percentage of assets, Fixed fees
William King Wood Creek Capital Advisors Lynchburg ChFC Percentage of assets, Hourly
Alan Bewley United Wealth Management Charlottesville Not listed Percentage of assets, Hourly
Alexander Casas Rock Steady Wealth Richmond Not listed Percentage of assets, Hourly
Alexander Sullivan Vesteer Wealth Management Charlottesville Not listed Percentage of assets, Fixed fees
Alexandra Goldston Marotta Wealth Management Charlottesville Not listed Percentage of assets, Hourly
Allan Malina Servus Capital Management Lynchburg Not listed Percentage of assets, Hourly
Andrew Crowe Professional Financial Solutions Fairfax Not listed Percentage of assets, Hourly
Andrew Sherman Bankschannel Advisors Roanoke Not listed Percentage of assets, Hourly
Andrew Wallach Wallach Planning & Investments Norfolk Not listed Percentage of assets, Hourly
Anise Faircloth Berg Faircloth Investment Advisors Leesburg Not listed Percentage of assets, Hourly
Ashley Juliano Bay Capital Advisors Virginia Beach Not listed Percentage of assets, Hourly
Bonnie Smallwood Tone Capital Richmond Not listed Percentage of assets, Hourly
Bradley Stevenson Rival Capital Management Williamsburg Not listed Percentage of assets, Fixed fees
Brandon Lloyd Mountain View Wealth Management Arlington Not listed Percentage of assets
Brandon Taylor Taylor Hoffman Capital Management Richmond Not listed Percentage of assets, Hourly
Brian Taylor Compass Capital Investments Fincastle Not listed Percentage of assets, Hourly