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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
Catherine Kirchner Donalies Financial Planning Washington Not listed Percentage of assets, Hourly
Joseph Warren Warren Capital Group Washington Not listed Percentage of assets, Fixed fees
Leah Bryan Bryspen Washington Not listed Percentage of assets, Hourly
Patrick Weinert The Money Mission Limited Liability Company Washington Not listed Fixed fees
Peter Timmons T/R Financial Management Group Washington Not listed Percentage of assets, Hourly

Firms headquartered in District of Columbia (24)