| Alyssa Lum | Luminate Financial Planning | Sterling | CFP, MBA | Percentage of assets, Hourly |
| Andrew Lam | Strategent Financial | Harrisonburg | CFP, CFA | Percentage of assets, Hourly |
| Benjamin Wood | BDC Capital Management | Glen Allen | Not listed | Percentage of assets, Hourly |
| Bruce Lemley | Bay Rivers Group Wealth Partners | Williamsburg | CFP | Percentage of assets, Hourly |
| Camille Svitek | Evermay Wealth Management | Arlington | CFA, CFP, JD, CPA | Percentage of assets, Fixed fees |
| Cathleen Phelps | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Chad Williamson | Gratus Wealth Advisors | Virginia Beach | CFP | Percentage of assets, Hourly |
| Charles Brinkman | Integrity Investing | Daleville | ChFC | Percentage of assets, Hourly |
| Charles Lucy | Bay Rivers Group Wealth Partners | Williamsburg | CFP | Percentage of assets, Hourly |
| Charlotte Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Cheri Poston | Gratus Wealth Advisors | Virginia Beach | CFP | Percentage of assets, Hourly |
| Christopher Williams | Capital Fiduciary Advisors | Ashburn | Not listed | Percentage of assets, Hourly |
| Claire Emory | Clarity Financial Planning | Arlington | CFA, CFP, MA, MBA | Fixed fees |
| Crawford Ulmer | Ulmer Financial | Charlottesville | CFP, EA | Percentage of assets, Hourly |
| Curtis Sheldon | C.L. Sheldon & Company, LLC | Alexandria | AIF, CFP, EA, MBA | Hourly, Fixed fees |
| Dale Lam | Strategent Financial | Harrisonburg | CFP, PFS | Percentage of assets, Hourly |
| Dan Joss | Joss Brown Wealth Advisors Group, LLC | Williamsburg | CFP, MBA, RLP | Percentage of assets, Hourly |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Daniel Thornton | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| David Butler | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| David Hainsworth | David N. Hainsworth, CPA | Fairfax | CFP | Percentage of assets, Hourly |
| David O'Neill | Heritage Financial | Gainesville | CFP | Percentage of assets, Hourly |
| David Trenner | D'Orazio & Associates | Falls Church | CFP, BS, CPA, JD | Fixed fees |
| Davis Barry | Enriched Advice, LLC | Richmond | CFP | Percentage of assets, Hourly |
| Edward Zywien | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Eric Fitzgerald | Alpha Omega Wealth Management | Richmond | CFP | Percentage of assets, Hourly |
| Evelyn Ovando-Flores | Omega Wealth Management | Arlington | Not listed | Percentage of assets, Hourly |
| Gary Schlaffer | Alexander Randolph Advisory | Reston | Not listed | Percentage of assets, Hourly |
| Howard Cranford | Sturman Wealth Advisors | Charlottesville | CFP | Percentage of assets, Fixed fees |
| Jennifer Denner | Professional Financial Solutions, LLC | Fairfax | CFP, CPA | Percentage of assets, Hourly |
| Jing Zheng | Neat Financial Planning, LLC | Falls Church | CFP, MBA, EA | Percentage of assets, Hourly |
| John Fiege | Financial Solutions | Onancock | CFP | Percentage of assets, Hourly |
| Jonathan Weatherly | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Joshua Zins | Plandeavor | Arlington | Not listed | Ongoing planning fee, One-time planning fee |
| Juan Dager Vancampenhoud | TitanRex | Arlington | Not listed | Percentage of assets, Hourly |
| Julie Waitman | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Justin Lopez | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Kelly Barrow | Cedar Grove Financial Planning | Oakton | CFP | One-time planning fee |
| Kira Topeka | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Kristan Anderson | West Financial Services, Inc. | McLean | CEBS, CFP, CPWA | Percentage of assets, Hourly |
| Lauren Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Lauren Zangardi Haynes | Spark Financial Advisors | Richmond | CFP, CIMA | Percentage of assets, Hourly |
| Leland Gross | PeaceLink Financial Planning LLC | Virginia Beach | CFP, EA | Percentage of assets, Hourly |
| Lily Poy | Iconic Wealth Management | Fairfax | CFP | Percentage of assets, Fixed fees |
| Lindsey Hadfield | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Louis Leyes | Stages Planning Group | Virginia Beach | Not listed | Ongoing planning fee, Percentage of assets |
| Lucas Hodge | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Maria Bolanos Wong | Manchester Capital Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Maria Lavrentyeva | BDC Capital Management | Glen Allen | Not listed | Percentage of assets, Hourly |