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Wellspent public graph/Locations/United States/Virginia
United States

Fee-only advisors in Virginia

Fee-only advisors in Richmond, Vienna and Charlottesville, plus 86 other cities.

What fee-only financial advisors charge in Virginia

By the numbers

The Wellspent public graph lists 864 fee-only financial advisors serving Virginia at 378 firms, most in Richmond, Vienna and Charlottesville. 47% hold the CFP certification. Of the 861 with fees on file, 89% charge percentage of assets.

Advisors listed
864
Firms
378
Cities
90
Hold the CFP
47%
  • Other credentials: CFA 9% · CPA 2% · EA 2%
  • How they charge (of 861 with fees on file): percentage of assets 89% · fixed fees 61% · hourly 50% · ongoing planning fee 6%

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 Virginia (864)

Fee-only advisors serving Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Bill Jensen Acadia Financial Services LLC Burke CFP, EA Ongoing planning fee, Percentage of assets
DAN Honsberger Advice-only planning for complex situations, from taxes and insurance reviews to equity compensation and inherited IRAs, by the hour or ongoing. Reel Financial Planning Midlothian CFP Subscription, One-time planning fee
Hui-chin Chen Jade & Cowry Arlington CFP Flat fee or retainer, Ongoing planning fee
Linda Rogers Planning Within Reach Virginia Beach CFP, EA, MSBA Percentage of assets, One-time planning fee
Sefa Mawuli Jade & Cowry Arlington CFP Flat fee or retainer, Ongoing 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
Robert Tull Tull Financial Group, Inc. Chesapeake CFP, MBA Percentage of assets, Hourly
Wade Brittingham Stock Plan Advisory Group LLC Alexandria CFP Percentage of assets, Ongoing planning fee
Ben Raikes Mason & Associates, LLC Newport News CFP, CPA, CPA/PFS, Master of Science Accounting Ongoing planning fee
Colin Page Oakleigh Wealth Services Crozet CFP Flat fee or retainer, Ongoing planning fee
David Marotta Marotta Wealth Management, Inc. Charlottesville AAMS, AIF, CFP, APMA Percentage of assets, Hourly
John Mason Mason & Associates Newport News CFP Ongoing planning fee
John W. Bowen Bowen Financial Services, LLC Midlothian CFP, EA, CPA Percentage of assets, Hourly
Michael Powers Manuka Financial, LLC Richmond CFP, CPA, PFS Flat fee or retainer, Ongoing planning fee
Shawn Perkins Genuine Wealth Solutions LLC Richmond AWMA, CFP Ongoing planning fee, One-time planning fee
Tom Massie Massie Financial Planning Alexandria CFP Percentage of assets, Flat fee or retainer
Tommy Blackburn Mason & Associates Newport News CFP, CPA, PFS Ongoing planning fee
Anthony Lombard Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy. Noteworthy Financial Fairfax Station CFP Subscription, One-time planning fee
Christopher Urban Discovery Wealth Planning LLC Vienna CFP, MBA, RICP, TPCP Hourly, One-time planning fee
Daniel Kenny FI-nancial Planner LLC Hamilton CFP, CPA Ongoing planning fee, Percentage of assets
Darren Koch Steigerwald, Gordon & Koch Inc. Leesburg CEPA, CFP, CRPS, Other Percentage of assets, Hourly
David Miller Rule72 Financial Potomac Falls CFP, MSC Percentage of assets, Hourly
Eric Olsen Olsen Family Financial, LLC Oakton CFP, PhD Flat fee or retainer, Hourly
Jonathan Huss Hussmen Financial, LLC Midlothian CFP Ongoing planning fee, Hourly
Matthew Jenkins Noble Hill Planning LLC Richmond CFA, CFP Flat fee or retainer, Ongoing planning fee
Omen Quelvog Formynder Wealth Management, LLC Fredericksburg CFP Flat fee or retainer, Ongoing planning fee
Timothy Murray Gladwyn Financial Advisors, Inc. Chantilly CDFA, CFP Percentage of assets, Hourly
Trent Templer Templer Wealth Management, LLC Tysons Corner CFP Percentage of assets
Walter Jessee Impact Financial Richmond CFP, CPA Percentage of assets, Ongoing planning fee
Anthony Reynolds CoreTegic Capital Wealth Management Arlington CFP, ChFC, MBA Percentage of assets, Hourly
Elizabeth Gilmore Flat-fee guidance for self-directed investors who keep control of their accounts while working toward financial freedom and retirement. Gilmore Financial Planning Herndon CFP, EA Subscription, One-time planning fee
Jason Howell Jason Howell Company Vienna CFP, CPWA Percentage of assets, Hourly
Joanne Burke Birch Street Financial Advisors LLC Vienna CFP, CPA, PFS Percentage of assets, Hourly
Marshall Groom Groom Financial Advisory Virginia Beach CFP, JD Percentage of assets, One-time planning fee
S. Alexis Grason Spark Financial Advisors, LLC Richmond CFP, RICP, CIMA Percentage of assets, Hourly
Dan Serra SageVest Wealth Management McLean ADPA, CDFA, CFP, EA Percentage of assets
Eric Hess Alpha Financial Advisors, LLC McLean CFP, ChFC, EA Percentage of assets, Hourly
John Hall Lynchburg Wealth Management Lynchburg CFP Percentage of assets, Hourly
Lamar Watson Dream Financial Planning LLC Reston CFP Ongoing planning fee, One-time planning fee
Ryan Phillips GuidePoint Financial Planning Great Falls CFP, CFA One-time planning fee, Ongoing planning fee
Vrishin Subramaniam Helping immigrants align their money and their life CapitalWe Arlington CFP Flat fee or retainer, Hourly
Christine Centeno Simplicity Wealth Management LLC Glen Allen CFP, MSFP Percentage of assets, 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
John Hopkins Swift Creek Wealth Management, LLC Moseley BS, CFP Percentage of assets, Hourly
Reem Hussein Azzad Asset Management Falls Church CFP Percentage of assets
Samer Eshmawy Azzad Asset Management Falls Church CFP Percentage of assets
Alan Nicolette Nicolette Financial Charlottesville CFP Hourly, Fixed fees

Firms headquartered in Virginia (305)

All 305 firms in Virginia