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Wellspent public graph/Locations/United States/District of Columbia
United States

Fee-only advisors in District of Columbia

Fee-only advisors in Washington and Washington Dc.

By the numbers

The Wellspent public graph lists 55 fee-only financial advisors serving District of Columbia at 35 firms. 62% hold the CFP certification. Of the 55 with fees on file, 87% charge percentage of assets.

Advisors listed
55
Firms
35
Cities
2
Hold the CFP
62%
  • Other credentials: CFA 5% · ChFC 2%
  • How they charge (of 55 with fees on file): percentage of assets 87% · fixed fees 67% · hourly 49% · performance-based fees 18%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving District of Columbia (55)

Fee-only advisors serving District of Columbia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. Capital Area Planning Group Washington CFP Subscription, Flat fee or retainer
Barry Glassman Glassman Wealth Washington CFP Percentage of assets, Fixed fees
Jennifer Stewart Glassman Wealth Washington CFP Percentage of assets, Fixed fees
Maxwell Elsasser Glassman Wealth Washington CFP Percentage of assets, Fixed fees
Andrew Leonard Geometric Advisors Washington CFP Percentage of assets
Anthony Cortina Lynx Investment Advisory Washington CFP Percentage of assets, Fixed fees
Carolyn Catlin Lynx Investment Advisory Washington CFP Percentage of assets, Fixed fees
Harrison McQuaig Rothschild Capital Partners Washington CFP Percentage of assets, Hourly
Michelle Pimentel Geometric Advisors Washington CFP Percentage of assets
Stephen Wintermeier Lynx Investment Advisory Washington CFP Percentage of assets, Fixed fees
Tracy Johnson Geometric Advisors Washington CFP Percentage of assets
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
Vipin Sahijwani Lynx Investment Advisory Washington CFA Percentage of assets, Fixed fees
Ariel Weisbard Values Added Washington CFP Percentage of assets, Hourly
Margaret Horsley Glassy Mountain Advisors Washington CFP Percentage of assets
Michael Schwartz MZ Capital Washington Not listed Percentage of assets, Hourly
Raul Sonza Cabildo Capital Washington Not listed Percentage of assets
Taro Taguchi MZ Capital Washington Not listed Percentage of assets, Hourly
Theadora Westlake-Stearns Values Added Washington CFP Percentage of assets, Hourly
Adrian Kutko Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Aina Moliner I Serra Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Chuck Donalies Donalies Financial Planning, LLC Washington CFP Percentage of assets, Hourly
Fadoua Arif Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Frederick Hubach Generational Private Wealth Washington CFP Percentage of assets
John Dame Rothschild Capital Partners Washington Dc Not listed Percentage of assets, Hourly
Kara Lilian Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Lisa Whitley MoneyByLisa Washington Not listed One-time planning fee
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
Ami Shah Steward Washington CFP Percentage of assets, Fixed fees
Charles Donalies Donalies Financial Planning Washington CFP Percentage of assets, Hourly
David Manukjan Mayflower Advisors Washington CFP Percentage of assets, Fixed fees
Eli Weissman Advocate Wealth Washington CFP Percentage of assets, Fixed fees
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
Timothy Coughlin Edgemoor Investment Advisors Washington CFP Percentage of assets
Mark Dickson Tyndale Investments Washington CFA Percentage of assets, Hourly
Amanda Lique Valor Wealth Partners Washington Not listed Percentage of assets, Hourly

Firms headquartered in District of Columbia (24)