Flat-fee financial advisors in District of Columbia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alvin Carlos District Capital Management, Washington Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Zubin Kapur Valor Wealth Partners, Washington Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Dawn Mabery Chestnut Mabery Consulting, LLC, Washington Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Andrew Katz-Moses Katz-Moses Financial, LLC, Washington Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Irina Gabidullina Donalies Financial Planning, LLC, Washington Holds the CFP. Fees on file: percentage of assets, hourly.
- Malcolm Ethridge Capital Area Planning Group, Washington Holds the CFP. Fees on file: subscription, flat fee or retainer.
By the numbers
- Advisors listed
- 46
- Firms
- 28
- Cities
- 2
- Hold the CFP
- 59%
- Other credentials: CFA 7% · ChFC 2%
- How they charge (of 46 with fees on file): percentage of assets 87% · fixed fees 80% · hourly 54% · performance-based fees 22%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alvin Carlos | District Capital Management | Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Ed Smith | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Zubin Kapur | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Andrew Katz-Moses | Katz-Moses Financial, LLC | Washington | CFP, M.Ed. | Ongoing planning fee, Percentage of assets |
| Dawn Mabery Chestnut | Mabery Consulting, LLC | Washington | CFP, MPAS, MSPFP, ChFC | Flat fee or retainer, Hourly |
| Irina Gabidullina | Donalies Financial Planning, LLC | Washington | CFP, MBA | Percentage of assets, Hourly |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Barry Glassman | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Jennifer Stewart | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Maxwell Elsasser | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Anthony Cortina | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Carolyn Catlin | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Harrison McQuaig | Rothschild Capital Partners | Washington | CFP | Percentage of assets, Hourly |
| Stephen Wintermeier | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Christine Mistr | Dominion Financial Consultants | Washington | CFP | Percentage of assets, Hourly |
| David Nanigian | Mount Ararat Financial Services | Washington | CFP | One-time planning fee, Ongoing planning fee |
| Vipin Sahijwani | Lynx Investment Advisory | Washington | CFA | Percentage of assets, Fixed fees |
| Ariel Weisbard | Values Added | Washington | CFP | Percentage of assets, Hourly |
| Michael Schwartz | MZ Capital | Washington | Not listed | Percentage of assets, Hourly |
| Taro Taguchi | MZ Capital | Washington | Not listed | Percentage of assets, Hourly |
| Theadora Westlake-Stearns | Values Added | Washington | CFP | Percentage of assets, Hourly |
| Adrian Kutko | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Aina Moliner I Serra | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Chuck Donalies | Donalies Financial Planning, LLC | Washington | CFP | Percentage of assets, Hourly |
| Fadoua Arif | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| John Dame | Rothschild Capital Partners | Washington Dc | Not listed | Percentage of assets, Hourly |
| Kara Lilian | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Lisa Whitley | MoneyByLisa | Washington | Not listed | One-time planning fee |
| Michael Wroblewski | Financial Advisor for You | Washington | CFP | Hourly, Fixed fees |
| Zealan Hoover | Torrey Growth & Income Advisors | Washington | Not listed | Percentage of assets, Hourly |
| Acie Clayborne | Values Added | Washington | Not listed | Percentage of assets, Hourly |
| Zachary Teutsch | Values Added | Washington | Not listed | Percentage of assets, Hourly |
| Demetrius Felder | Holistic Planners Network | Washington | Not listed | Percentage of assets, Hourly |
| Ami Shah | Steward | Washington | CFP | Percentage of assets, Fixed fees |
| Charles Donalies | Donalies Financial Planning | Washington | CFP | Percentage of assets, Hourly |
| David Manukjan | Mayflower Advisors | Washington | CFP | Percentage of assets, Fixed fees |
| Eli Weissman | Advocate Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Kevin Mahoney | Illumint | Washington | CFP | Percentage of assets, Hourly |
| Lori Gulin | Atwood Financial Planning | Washington | CFP | Hourly, Fixed fees |
| Michael Cuozzo | Condor Capital Wealth Management | Washington | CFP | Percentage of assets, Hourly |
| Mark Dickson | Tyndale Investments | Washington | CFA | Percentage of assets, Hourly |
| Amanda Lique | Valor Wealth Partners | Washington | Not listed | Percentage of assets, Hourly |
| Catherine Kirchner | Donalies Financial Planning | Washington | Not listed | Percentage of assets, Hourly |
| Joseph Warren | Warren Capital Group | Washington | Not listed | Percentage of assets, Fixed fees |
| Leah Bryan | Bryspen | Washington | Not listed | Percentage of assets, Hourly |
| Patrick Weinert | The Money Mission Limited Liability Company | Washington | Not listed | Fixed fees |
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