# Fee-only financial advisors in Washington, District of Columbia > Start with a fee-only advisor in Washington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Alvin Carlos of District Capital Management, Irina Gabidullina of Donalies Financial Planning, LLC and Andrew Leonard of Geometric Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/district-of-columbia/washington/ 54 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Washington? Start with a fee-only advisor in Washington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Alvin Carlos of District Capital Management, Irina Gabidullina of Donalies Financial Planning, LLC and Andrew Leonard of Geometric Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Washington are there? The Wellspent public graph lists 54 fee-only advisors in Washington, at 35 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Washington focus on? The most common focus among fee-only advisors in Washington is retirement planning (22), followed by tax planning (22) and estate planning (21). Advisors can list more than one. ## How do fee-only advisors in Washington charge? The most common fee among fee-only advisors in Washington is a percentage of assets, used by 87% of the 54 with fees on file. Many use more than one: 67% charge fixed fees and 48% charge by the hour. ## How much do fee-only financial advisors charge in Washington? Fee-only financial advisors in Washington charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 5 Washington firms. ## How much does a one-time financial plan cost in Washington? A one-time financial plan from a fee-only firm in Washington has a median price of $1,100. We found this across the published prices of 6 Washington firms. ## How many fee-only advisors in Washington hold the CFP? 63% of the 54 fee-only advisors in Washington hold the CFP certification, based on the credentials listed on each record. ## Does District of Columbia tax income on top of federal tax? Yes. District of Columbia has a state income tax, so a financial plan for a District of Columbia resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Washington? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Alvin Carlos](https://find.wellspent.co/advisors/alvin-carlos.md) | District Capital Management | Washington, District of Columbia | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Ed Smith](https://find.wellspent.co/advisors/ed-smith.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Zubin Kapur](https://find.wellspent.co/advisors/zubin-kapur.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Andrew Katz-Moses](https://find.wellspent.co/advisors/andrew-katz-moses.md) | Katz-Moses Financial, LLC | Washington, District of Columbia | CFP, M.Ed. | Ongoing planning fee, Percentage of assets | | [Dawn Mabery Chestnut](https://find.wellspent.co/advisors/dawn-mabery-chestnut.md) | Mabery Consulting, LLC | Washington, District of Columbia | CFP, MPAS, MSPFP, ChFC | Flat fee or retainer, Hourly, Percentage of assets, One-time planning fee | | [Irina Gabidullina](https://find.wellspent.co/advisors/irina-gabidullina.md) | Donalies Financial Planning, LLC | Washington, District of Columbia | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Charles Ryan](https://find.wellspent.co/advisors/charles-ryan.md) | Atlantic Financial Planning | Washington, District of Columbia | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets | | [Barry Glassman](https://find.wellspent.co/advisors/barry-glassman.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Jennifer Stewart](https://find.wellspent.co/advisors/jennifer-stewart.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Maxwell Elsasser](https://find.wellspent.co/advisors/maxwell-elsasser.md) | Glassman Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Andrew Leonard](https://find.wellspent.co/advisors/andrew-leonard.md) | Geometric Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Anthony Cortina](https://find.wellspent.co/advisors/anthony-cortina.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Carolyn Catlin](https://find.wellspent.co/advisors/carolyn-catlin.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Harrison McQuaig](https://find.wellspent.co/advisors/harrison-mcquaig.md) | Rothschild Capital Partners | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michelle Pimentel](https://find.wellspent.co/advisors/michelle-pimentel.md) | Geometric Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Stephen Wintermeier](https://find.wellspent.co/advisors/stephen-wintermeier.md) | Lynx Investment Advisory | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Tracy Johnson](https://find.wellspent.co/advisors/tracy-johnson.md) | Geometric Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Christine Mistr](https://find.wellspent.co/advisors/christine-mistr.md) | Dominion Financial Consultants | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Nanigian](https://find.wellspent.co/advisors/david-nanigian.md) | Mount Ararat Financial Services | Washington, District of Columbia | CFP | One-time planning fee, Ongoing planning fee | | [Vipin Sahijwani](https://find.wellspent.co/advisors/vipin-sahijwani.md) | Lynx Investment Advisory | Washington, District of Columbia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ariel Weisbard](https://find.wellspent.co/advisors/ariel-weisbard.md) | Values Added | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret Horsley](https://find.wellspent.co/advisors/margaret-horsley.md) | Glassy Mountain Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Michael Schwartz](https://find.wellspent.co/advisors/michael-schwartz.md) | MZ Capital | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Raul Sonza](https://find.wellspent.co/advisors/raul-sonza.md) | Cabildo Capital | Washington, District of Columbia | | Percentage of assets | | [Taro Taguchi](https://find.wellspent.co/advisors/taro-taguchi.md) | MZ Capital | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Theadora Westlake-Stearns](https://find.wellspent.co/advisors/theadora-westlake-stearns.md) | Values Added | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Adrian Kutko](https://find.wellspent.co/advisors/adrian-kutko.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [Aina Moliner I Serra](https://find.wellspent.co/advisors/aina-moliner-i-serra.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [Chuck Donalies](https://find.wellspent.co/advisors/chuck-donalies.md) | Donalies Financial Planning, LLC | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Fadoua Arif](https://find.wellspent.co/advisors/fadoua-arif.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [Frederick Hubach](https://find.wellspent.co/advisors/frederick-hubach.md) | Generational Private Wealth | Washington, District of Columbia | CFP | Percentage of assets | | [Kara Lilian](https://find.wellspent.co/advisors/kara-lilian.md) | Lynx Investment Advisory | Washington, District of Columbia | | Percentage of assets, Fixed fees, Performance-based fees | | [Lisa Whitley](https://find.wellspent.co/advisors/lisa-whitley.md) | MoneyByLisa | Washington, District of Columbia | | One-time planning fee | | [Michael Wroblewski](https://find.wellspent.co/advisors/michael-wroblewski.md) | Financial Advisor for You | Washington, District of Columbia | CFP | Hourly, Fixed fees | | [Zealan Hoover](https://find.wellspent.co/advisors/zealan-hoover.md) | Torrey Growth & Income Advisors | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Acie Clayborne](https://find.wellspent.co/advisors/acie-clayborne.md) | Values Added | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Zachary Teutsch](https://find.wellspent.co/advisors/zachary-teutsch.md) | Values Added | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Demetrius Felder](https://find.wellspent.co/advisors/demetrius-felder.md) | Holistic Planners Network | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Ami Shah](https://find.wellspent.co/advisors/ami-shah.md) | Steward | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Charles Donalies](https://find.wellspent.co/advisors/charles-donalies.md) | Donalies Financial Planning | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Manukjan](https://find.wellspent.co/advisors/david-manukjan.md) | Mayflower Advisors | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Eli Weissman](https://find.wellspent.co/advisors/eli-weissman.md) | Advocate Wealth | Washington, District of Columbia | CFP | Percentage of assets, Fixed fees | | [Kevin Mahoney](https://find.wellspent.co/advisors/kevin-mahoney-6866621.md) | Illumint | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Lori Gulin](https://find.wellspent.co/advisors/lori-gulin.md) | Atwood Financial Planning | Washington, District of Columbia | CFP | Hourly, Fixed fees | | [Michael Cuozzo](https://find.wellspent.co/advisors/michael-cuozzo.md) | Condor Capital Wealth Management | Washington, District of Columbia | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Coughlin](https://find.wellspent.co/advisors/timothy-coughlin.md) | Edgemoor Investment Advisors | Washington, District of Columbia | CFP | Percentage of assets | | [Mark Dickson](https://find.wellspent.co/advisors/mark-dickson.md) | Tyndale Investments | Washington, District of Columbia | CFA | Percentage of assets, Hourly, Fixed fees | | [Amanda Lique](https://find.wellspent.co/advisors/amanda-lique.md) | Valor Wealth Partners | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Catherine Kirchner](https://find.wellspent.co/advisors/catherine-kirchner.md) | Donalies Financial Planning | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Joseph Warren](https://find.wellspent.co/advisors/joseph-warren.md) | Warren Capital Group | Washington, District of Columbia | | Percentage of assets, Fixed fees | | [Leah Bryan](https://find.wellspent.co/advisors/leah-bryan.md) | Bryspen | Washington, District of Columbia | | Percentage of assets, Hourly, Fixed fees | | [Patrick Weinert](https://find.wellspent.co/advisors/patrick-weinert.md) | The Money Mission Limited Liability Company | Washington, District of Columbia | | Fixed fees | | [Peter Timmons](https://find.wellspent.co/advisors/peter-timmons.md) | T/R Financial Management Group | Washington, District of Columbia | | Percentage of assets, Hourly | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).