Fee-only financial advisors in Washington, District of Columbia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alvin Carlos District Capital Management Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Irina Gabidullina Donalies Financial Planning, LLC Holds the CFP. Fees on file: percentage of assets, hourly.
- Andrew Leonard Geometric Advisors Holds the CFP. Fees on file: percentage of assets.
- Ed Smith Valor Wealth Partners Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Malcolm Ethridge Capital Area Planning Group Holds the CFP. Fees on file: subscription, flat fee or retainer.
- Andrew Katz-Moses Katz-Moses Financial, LLC Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
By the numbers
- Advisors listed
- 54
- Firms
- 35
- Hold the CFP
- 63%
- Other credentials: CFA 6% · ChFC 2%
- How they charge (of 54 with fees on file): percentage of assets 87% · fixed fees 67% · hourly 48% · performance-based fees 17%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in District of Columbia by fee, assets, or credential
Questions about fee-only advisors in Washington
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.
All 54 advisors in Washington
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Catherine Kirchner | Donalies Financial Planning | Washington | Not listed | Percentage of assets, Hourly |
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