| James Patterson | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jason Epps | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| John Fennig | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Mark Fonville | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Matthew Brennan | Covenant Wealth Advisors | Reston | CFP | Percentage of assets |
| Megan Waters | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Michael Rettinger | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Rosana Nguyen | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Walter Hurt | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Bryan Anderson | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Christopher DeLeon | Plandeavor | Arlington | CFP | Ongoing planning fee, One-time planning fee |
| Daniel Fortunato | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| David Quinn | Pine Harbor Wealth Management | Fairfax | CFP | Percentage of assets, One-time planning fee |
| Davis Gardner | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Gary Wood | BDC Capital Management | Glen Allen | CFP | Percentage of assets, Hourly |
| Jared Jones | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Jonathan Lopez | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Lisa Kirchenbauer | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Matthew Shriver | Alexander Randolph Advisory | Reston | CFP, CFA | Percentage of assets, Hourly |
| Rebecca Blevins | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Sarah Irving | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Sarah Yakel | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Tyler Caveness | Caveness Wealth Advisory | Roanoke | CFP | Percentage of assets, Hourly |
| Amanda Ansell | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Amy Moore | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Andrew Miller | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Brian Talbott | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| David Luck | Advisor Financial Services | Glen Allen | CFP | Percentage of assets, Hourly |
| Edwin Knowles | The Knowles Company | Oakton | CFP | Percentage of assets, Hourly |
| Janet Wills | Wills Financial Group | Richmond | CFP | Percentage of assets, Hourly |
| Jerry Firebaugh | Wayne Firebaugh | Roanoke | CFP | Percentage of assets, Hourly |
| John Lienert | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Jon Matlock | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Maynard Keller | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Michael Harris | Bluerock Financial Services | Williamsburg | CFP | Percentage of assets, Hourly |
| Michael Hughes | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Nathan Ward | W&S Management Services | Richmond | Not listed | Percentage of assets, Hourly |
| Peter Rechter | Rechter Wealth Management | Clifton | CFP | Percentage of assets, One-time planning fee |
| Rebecca Lees | OLIO Financial Planning | Crozet | CFP | Ongoing planning fee |
| Sarah Racek | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Spencer Werres | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Vanessa Alanis | Black Dog Wealth | Manassas | CFP, ChFC | Ongoing planning fee, Hourly |
| Albert Barsanti | Wise Planning | Vienna | CFP | Ongoing planning fee |
| David Thompson | Petra Wealth Management | Fredericksburg | Not listed | Percentage of assets, Hourly |
| Edward Anderson III | ClearVue Financial | Alexandria | CFP | One-time planning fee, Ongoing planning fee |
| Jeffrey Zures | Sanchez & Zures | Mclean | CFP | Hourly, Percentage of assets |
| Jonas Rohde | Rohde Wealth Management | Broadway | Not listed | Percentage of assets |
| Kenneth Turner | Next Up Wealth Advisors | King George | CFP | Percentage of assets, Hourly |
| Matthew Trogdon | Craftwork Capital | Arlington | CFP | One-time planning fee |
| Policarpio Sanchez | Sanchez & Zures | Mclean | CFP | Hourly, Percentage of assets |