Virtual financial advisors in Virginia
How do I find fee-only advisors who work with clients virtually in Virginia?
In Virginia, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Michael Powers of Manuka Financial, LLC, Bill Jensen of Acadia Financial Services LLC and Daniel Kenny of FI-nancial Planner LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Powers Manuka Financial, LLC, Richmond Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Bill Jensen Acadia Financial Services LLC, Burke Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Daniel Kenny FI-nancial Planner LLC, Hamilton Holds the CFP and CPA. Fees on file: ongoing planning fee, percentage of assets.
- Linda Rogers Planning Within Reach, Virginia Beach Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Ashley Coake Cultivate Financial Planning, Radford Holds the CFP and EA. Fees on file: flat fee or retainer.
- 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
- 71
- Firms
- 29
- Cities
- 24
- Hold the CFP
- 62%
- Other credentials: CFA 3% · CPA 4% · EA 4%
- How they charge (of 71 with fees on file): percentage of assets 72% · ongoing planning fee 34% · flat fee or retainer 13% · hourly 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in Virginia are there?
The Wellspent public graph lists 71 fee-only advisors who work with clients virtually in Virginia, at 29 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in Virginia located?
Of the 71 fee-only advisors who work with clients virtually in Virginia, 16 are in Richmond, followed by 11 in Falls Church and 9 in Forest.
How do fee-only advisors who work with clients virtually in Virginia charge?
The most common fee among fee-only advisors who work with clients virtually in Virginia is a percentage of assets, used by 72% of the 71 with fees on file. Many use more than one: 34% charge an ongoing planning fee and 13% charge a flat fee or retainer.
How many fee-only advisors who work with clients virtually in Virginia hold the CFP?
62% of the 71 fee-only advisors who work with clients virtually 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 work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in Virginia?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually 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 71 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time 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 |
| Michael Powers | Manuka Financial, LLC | Richmond | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Daniel Kenny | FI-nancial Planner LLC | Hamilton | CFP, CPA | Ongoing planning fee, Percentage of assets |
| Eric Olsen | Olsen Family Financial, LLC | Oakton | CFP, PhD | Flat fee or retainer, Hourly |
| Timothy Murray | Gladwyn Financial Advisors, Inc. | Chantilly | CDFA, CFP | Percentage of assets, Hourly |
| S. Alexis Grason | Spark Financial Advisors, LLC | Richmond | CFP, RICP, CIMA | Percentage of assets, Hourly |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, 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 |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Melanie Brophy | Next Play Financial Solutions | Ashburn | CFP | Hourly, Flat fee or retainer |
| Morgan Sass | Partners in Financial Planning, LLC | Salem | CFP, CPA, CPA/PFS | Flat fee or retainer, Ongoing planning fee |
| Adam Smith | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Andrew Casteel | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| 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 |
| Rosana Nguyen | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Walter Hurt | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Marc Wehmeyer | Praetorian Guard Wealth Management | Arlington | CFP | Percentage of assets |
| 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 |
| Atta Khan | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Ayman Khalil | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Bashar Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Brian Talbott | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| John Lienert | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Joshua Brockwell | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Michael Hughes | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Peter Byrd | Opulent Wealth | Richmond | CFP | Percentage of assets, Fixed fees |
| 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 |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Albert Barsanti | Wise Planning | Vienna | CFP | Ongoing planning fee |
| David Thompson | Petra Wealth Management | Fredericksburg | Not listed | Percentage of assets, Hourly |
| Jonas Rohde | Rohde Wealth Management | Broadway | Not listed | Percentage of assets |
| Stephen Trojan | Flatiron Wealth Advisors | Henrico | Not listed | Percentage of assets, Ongoing planning fee |
| Aidan Banner | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Alessandro D'Agaro | D'Agaro Financial Advisory | Alexandria | CFA | Percentage of assets, Hourly |
| Andrew Neiderer | Selective Wealth Management | Forest | CFP | Percentage of assets |
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