Flat-fee financial advisors in Virginia
How do I find fee-only advisors who charge flat or fixed fees in Virginia?
In Virginia, 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 Ben Raikes of Mason & Associates, LLC, John W. Bowen of Bowen Financial Services, LLC and Mark Helm of Helm Financial Advisors, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ben Raikes Mason & Associates, LLC, Newport News Holds the CFP, CPA and EA. Fees on file: ongoing planning fee.
- John W. Bowen Bowen Financial Services, LLC, Midlothian Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Mark Helm Helm Financial Advisors, LLC, Purcellville Holds the CFP and EA. Fees on file: ongoing planning fee.
- Linda Rogers Planning Within Reach, Virginia Beach Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Bill Jensen Acadia Financial Services LLC, Burke Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Morgan Sass Partners in Financial Planning, LLC, Salem Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 673
- Firms
- 287
- Cities
- 77
- Hold the CFP
- 49%
- Other credentials: CFA 9% · CPA 2% · EA 2%
- How they charge (of 673 with fees on file): percentage of assets 87% · fixed fees 79% · hourly 53% · ongoing planning fee 7%
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)
- 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)
- District of Columbia (46)
- 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 Virginia are there?
The Wellspent public graph lists 673 fee-only advisors who charge flat or fixed fees in Virginia, at 287 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in Virginia located?
Of the 673 fee-only advisors who charge flat or fixed fees in Virginia, 120 are in Richmond, followed by 49 in Vienna and 40 in Virginia Beach.
How do fee-only advisors who charge flat or fixed fees in Virginia charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Virginia is a percentage of assets, used by 87% of the 673 with fees on file. Many use more than one: 79% charge fixed fees and 53% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Virginia hold the CFP?
49% of the 673 fee-only advisors who charge flat or fixed fees in Virginia hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Virginia?
Fee-only financial advisors in Virginia charge a median of $4,992 a year for ongoing planning. We found this across the published prices of 25 Virginia firms.
How much does a one-time financial plan cost in Virginia?
A one-time financial plan from a fee-only firm in Virginia has a median price of $1,500. We found this across the published prices of 21 Virginia firms.
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 Virginia?
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 Virginia?
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 673 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| DAN Honsberger Advice-only planning for complex situations, from taxes and insurance reviews to equity compensation and inherited IRAs, by the hour or ongoing. | Reel Financial Planning | Midlothian | CFP | Subscription, One-time planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Ashley Coake | Cultivate Financial Planning | Radford | CFP, EA | Flat fee or retainer |
| Bill Nelson | Pacesetter Planning LLC | Arlington | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| Robert Tull | Tull Financial Group, Inc. | Chesapeake | CFP, MBA | Percentage of assets, Hourly |
| Wade Brittingham | Stock Plan Advisory Group LLC | Alexandria | CFP | Percentage of assets, Ongoing planning fee |
| Ben Raikes | Mason & Associates, LLC | Newport News | CFP, CPA, CPA/PFS, Master of Science Accounting | Ongoing planning fee |
| Colin Page | Oakleigh Wealth Services | Crozet | CFP | Flat fee or retainer, Ongoing planning fee |
| David Marotta | Marotta Wealth Management, Inc. | Charlottesville | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly |
| John Mason | Mason & Associates | Newport News | CFP | Ongoing planning fee |
| John W. Bowen | Bowen Financial Services, LLC | Midlothian | CFP, EA, CPA | Percentage of assets, Hourly |
| Michael Powers | Manuka Financial, LLC | Richmond | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Shawn Perkins | Genuine Wealth Solutions LLC | Richmond | AWMA, CFP | Ongoing planning fee, One-time planning fee |
| Tom Massie | Massie Financial Planning | Alexandria | CFP | Percentage of assets, Flat fee or retainer |
| Tommy Blackburn | Mason & Associates | Newport News | CFP, CPA, PFS | Ongoing planning fee |
| Anthony Lombard Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy. | Noteworthy Financial | Fairfax Station | CFP | Subscription, One-time planning fee |
| Christopher Urban | Discovery Wealth Planning LLC | Vienna | CFP, MBA, RICP, TPCP | Hourly, One-time planning fee |
| Daniel Kenny | FI-nancial Planner LLC | Hamilton | CFP, CPA | Ongoing planning fee, Percentage of assets |
| Darren Koch | Steigerwald, Gordon & Koch Inc. | Leesburg | CEPA, CFP, CRPS, Other | Percentage of assets, Hourly |
| David Miller | Rule72 Financial | Potomac Falls | CFP, MSC | Percentage of assets, Hourly |
| Eric Olsen | Olsen Family Financial, LLC | Oakton | CFP, PhD | Flat fee or retainer, Hourly |
| Jonathan Huss | Hussmen Financial, LLC | Midlothian | CFP | Ongoing planning fee, Hourly |
| Matthew Jenkins | Noble Hill Planning LLC | Richmond | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Omen Quelvog | Formynder Wealth Management, LLC | Fredericksburg | CFP | Flat fee or retainer, Ongoing planning fee |
| Trent Templer | Templer Wealth Management, LLC | Tysons Corner | CFP | Percentage of assets |
| Walter Jessee | Impact Financial | Richmond | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Anthony Reynolds | CoreTegic Capital Wealth Management | Arlington | CFP, ChFC, MBA | Percentage of assets, Hourly |
| Elizabeth Gilmore Flat-fee guidance for self-directed investors who keep control of their accounts while working toward financial freedom and retirement. | Gilmore Financial Planning | Herndon | CFP, EA | Subscription, One-time planning fee |
| Jason Howell | Jason Howell Company | Vienna | CFP, CPWA | Percentage of assets, Hourly |
| Joanne Burke | Birch Street Financial Advisors LLC | Vienna | CFP, CPA, PFS | Percentage of assets, Hourly |
| S. Alexis Grason | Spark Financial Advisors, LLC | Richmond | CFP, RICP, CIMA | Percentage of assets, Hourly |
| Eric Hess | Alpha Financial Advisors, LLC | McLean | CFP, ChFC, EA | Percentage of assets, Hourly |
| John Hall | Lynchburg Wealth Management | Lynchburg | CFP | Percentage of assets, Hourly |
| Lamar Watson | Dream Financial Planning LLC | Reston | CFP | Ongoing planning fee, One-time planning fee |
| Ryan Phillips | GuidePoint Financial Planning | Great Falls | CFP, CFA | One-time planning fee, Ongoing planning fee |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Christine Centeno | Simplicity Wealth Management LLC | Glen Allen | CFP, MSFP | Percentage of assets, Hourly |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| John Hopkins | Swift Creek Wealth Management, LLC | Moseley | BS, CFP | Percentage of assets, Hourly |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Alan Nicolette | Nicolette Financial | Charlottesville | CFP | Hourly, Fixed fees |
| Joe Sallee | Bay Capital Advisors, LLC | Virginia Beach | CFP, MS, ChFC, RSSA | Percentage of assets, One-time planning fee |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Mark Helm | Helm Financial Advisors, LLC | Purcellville | CFP, EA | Ongoing planning fee |
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