Hourly financial advisors in District of Columbia
How do I find fee-only advisors who charge by the hour in District of Columbia?
In District of Columbia, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Alvin Carlos of District Capital Management, Irina Gabidullina of Donalies Financial Planning, LLC and Charles Ryan of Atlantic Financial Planning.
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.
- Irina Gabidullina Donalies Financial Planning, LLC, Washington Holds the CFP. Fees on file: percentage of assets, hourly.
- Charles Ryan Atlantic Financial Planning, Washington Holds the CFP. Fees on file: hourly, one-time planning fee.
- Zubin Kapur Valor Wealth Partners, Washington Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- David Nanigian Mount Ararat Financial Services, Washington Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Dawn Mabery Chestnut Mabery Consulting, LLC, Washington Holds the CFP. Fees on file: flat fee or retainer, hourly.
By the numbers
- Advisors listed
- 30
- Firms
- 21
- Cities
- 2
- Hold the CFP
- 60%
- Other credentials: CFA 7% · ChFC 3%
- How they charge (of 30 with fees on file): hourly 90% · percentage of assets 83% · fixed fees 70% · ongoing planning fee 23%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in District of Columbia are there?
The Wellspent public graph lists 30 fee-only advisors who charge by the hour in District of Columbia, at 21 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in District of Columbia located?
Of the 30 fee-only advisors who charge by the hour in District of Columbia, 29 are in Washington, followed by 1 in Washington Dc.
How do fee-only advisors who charge by the hour in District of Columbia charge?
The most common fee among fee-only advisors who charge by the hour in District of Columbia is an hourly rate, used by 90% of the 30 with fees on file. Many use more than one: 83% charge a percentage of assets and 70% charge fixed fees.
How many fee-only advisors who charge by the hour in District of Columbia hold the CFP?
60% of the 30 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in District of Columbia?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 30 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 |
| Charles Ryan | Atlantic Financial Planning | Washington | CFP | Hourly, One-time planning fee |
| Harrison McQuaig | Rothschild Capital Partners | Washington | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Chuck Donalies | Donalies Financial Planning, LLC | Washington | CFP | Percentage of assets, Hourly |
| John Dame | Rothschild Capital Partners | Washington Dc | Not listed | Percentage of assets, Hourly |
| 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 |
| Charles Donalies | Donalies Financial Planning | Washington | CFP | Percentage of assets, Hourly |
| 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 |
| Leah Bryan | Bryspen | Washington | Not listed | Percentage of assets, Hourly |
| Peter Timmons | T/R Financial Management Group | Washington | Not listed | Percentage of assets, Hourly |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes