# Flat-fee financial advisors in District of Columbia > In District of Columbia, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Alvin Carlos of District Capital Management, Zubin Kapur of Valor Wealth Partners and Dawn Mabery Chestnut of Mabery Consulting, LLC. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/district-of-columbia/ 46 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who charge flat or fixed fees in District of Columbia? In District of Columbia, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Alvin Carlos of District Capital Management, Zubin Kapur of Valor Wealth Partners and Dawn Mabery Chestnut of Mabery Consulting, LLC. ## How many fee-only advisors who charge flat or fixed fees in District of Columbia are there? The Wellspent public graph lists 46 fee-only advisors who charge flat or fixed fees in District of Columbia, at 28 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in District of Columbia located? Of the 46 fee-only advisors who charge flat or fixed fees in District of Columbia, 45 are in Washington, followed by 1 in Washington Dc. ## How do fee-only advisors who charge flat or fixed fees in District of Columbia charge? The most common fee among fee-only advisors who charge flat or fixed fees in District of Columbia is a percentage of assets, used by 87% of the 46 with fees on file. Many use more than one: 80% charge fixed fees and 54% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in District of Columbia hold the CFP? 59% of the 46 fee-only advisors who charge flat or fixed fees in District of Columbia hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in District of Columbia? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees in District of Columbia? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Alvin Carlos](https://find.wellspent.co/advisors/alvin-carlos.md) | District Capital Management | Washington, District of Columbia | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Ed Smith](https://find.wellspent.co/advisors/ed-smith.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Zubin Kapur](https://find.wellspent.co/advisors/zubin-kapur.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Andrew Katz-Moses](https://find.wellspent.co/advisors/andrew-katz-moses.md) | Katz-Moses Financial, LLC | Washington, District of Columbia | CFP, M.Ed. | Ongoing planning fee, Percentage of assets | | [Dawn Mabery Chestnut](https://find.wellspent.co/advisors/dawn-mabery-chestnut.md) | Mabery Consulting, LLC | Washington, District of Columbia | CFP, MPAS, MSPFP, ChFC | Flat fee or retainer, Hourly, Percentage of assets, One-time planning fee | | [Irina Gabidullina](https://find.wellspent.co/advisors/irina-gabidullina.md) | Donalies Financial Planning, LLC | Washington, District of Columbia | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets | | [Barry Glassman](https://find.wellspent.co/advisors/barry-glassman.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Jennifer Stewart](https://find.wellspent.co/advisors/jennifer-stewart.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Maxwell Elsasser](https://find.wellspent.co/advisors/maxwell-elsasser.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Anthony Cortina](https://find.wellspent.co/advisors/anthony-cortina.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Carolyn Catlin](https://find.wellspent.co/advisors/carolyn-catlin.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Harrison McQuaig](https://find.wellspent.co/advisors/harrison-mcquaig.md) | Rothschild Capital Partners | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Stephen Wintermeier](https://find.wellspent.co/advisors/stephen-wintermeier.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Christine Mistr](https://find.wellspent.co/advisors/christine-mistr.md) | Dominion Financial Consultants | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Nanigian](https://find.wellspent.co/advisors/david-nanigian.md) | Mount Ararat Financial Services | Washington, District of Columbia | CFP | One-time planning fee, Ongoing planning fee | | [Vipin Sahijwani](https://find.wellspent.co/advisors/vipin-sahijwani.md) | Lynx Investment Advisory | Washington, District of Columbia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ariel Weisbard](https://find.wellspent.co/advisors/ariel-weisbard.md) | Values Added | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Schwartz](https://find.wellspent.co/advisors/michael-schwartz.md) | MZ Capital | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Taro Taguchi](https://find.wellspent.co/advisors/taro-taguchi.md) | MZ Capital | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Theadora Westlake-Stearns](https://find.wellspent.co/advisors/theadora-westlake-stearns.md) | Values Added | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Adrian Kutko](https://find.wellspent.co/advisors/adrian-kutko.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [Aina Moliner I Serra](https://find.wellspent.co/advisors/aina-moliner-i-serra.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [Chuck Donalies](https://find.wellspent.co/advisors/chuck-donalies.md) | Donalies Financial Planning, LLC | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Fadoua Arif](https://find.wellspent.co/advisors/fadoua-arif.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [John Dame](https://find.wellspent.co/advisors/john-dame.md) | Rothschild Capital Partners | Washington Dc, District of Columbia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kara Lilian](https://find.wellspent.co/advisors/kara-lilian.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [Lisa Whitley](https://find.wellspent.co/advisors/lisa-whitley.md) | MoneyByLisa | Washington, District of Columbia | | One-time planning fee | | [Michael Wroblewski](https://find.wellspent.co/advisors/michael-wroblewski.md) | Financial Advisor for You | Washington, District of Columbia | CFP | Hourly, Fixed fees | | [Zealan Hoover](https://find.wellspent.co/advisors/zealan-hoover.md) | Torrey Growth & Income Advisors | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Acie Clayborne](https://find.wellspent.co/advisors/acie-clayborne.md) | Values Added | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Zachary Teutsch](https://find.wellspent.co/advisors/zachary-teutsch.md) | Values Added | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Demetrius Felder](https://find.wellspent.co/advisors/demetrius-felder.md) | Holistic Planners Network | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Ami Shah](https://find.wellspent.co/advisors/ami-shah.md) | Steward | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Charles Donalies](https://find.wellspent.co/advisors/charles-donalies.md) | Donalies Financial Planning | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Manukjan](https://find.wellspent.co/advisors/david-manukjan.md) | Mayflower Advisors | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Eli Weissman](https://find.wellspent.co/advisors/eli-weissman.md) | Advocate Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Kevin Mahoney](https://find.wellspent.co/advisors/kevin-mahoney-6866621.md) | Illumint | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Lori Gulin](https://find.wellspent.co/advisors/lori-gulin.md) | Atwood Financial Planning | Washington, District of Columbia | CFP | Hourly, Fixed fees | | [Michael Cuozzo](https://find.wellspent.co/advisors/michael-cuozzo.md) | Condor Capital Wealth Management | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Dickson](https://find.wellspent.co/advisors/mark-dickson.md) | Tyndale Investments | Washington, District of Columbia | CFA | Percentage of assets, Hourly, Fixed fees | | [Amanda Lique](https://find.wellspent.co/advisors/amanda-lique.md) | Valor Wealth Partners | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Catherine Kirchner](https://find.wellspent.co/advisors/catherine-kirchner.md) | Donalies Financial Planning | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Joseph Warren](https://find.wellspent.co/advisors/joseph-warren.md) | Warren Capital Group | Washington, District of Columbia | | Percentage of assets, Fixed fees | | [Leah Bryan](https://find.wellspent.co/advisors/leah-bryan.md) | Bryspen | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Patrick Weinert](https://find.wellspent.co/advisors/patrick-weinert.md) | The Money Mission Limited Liability Company | Washington, District of Columbia | | Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).