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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
Gordon Daisley Advisors Financial Mclean Not listed Percentage of assets, Hourly
Gregory Harris Klaren Capital Waynesboro Not listed Percentage of assets, Hourly
James Spickard Advanta Wealth Management Lynchburg Not listed Percentage of assets, Fixed fees
Jason Seney Brown | Miller Wealth Management Mclean Not listed Percentage of assets, Hourly
John Kunda Advanta Wealth Management Lynchburg Not listed Percentage of assets, Fixed fees
Joshua Standeven Selective Wealth Management Forest Not listed Percentage of assets
Kyle Haesler FarrCrest Capital Reston Not listed Percentage of assets, Hourly
Mark Stys WS Wealth Management Washington Not listed Percentage of assets, Fixed fees
Rosemary Yue Brown | Miller Wealth Management Mclean Not listed Percentage of assets, Hourly
Ryan Houlihan Houlihan Financial Resource Group Reston Not listed Percentage of assets, Hourly
Shannon Kirkpatrick Selective Wealth Management Forest Not listed Percentage of assets
Stephen McNaughton Rede Wealth Charlottesville Not listed Percentage of assets, Fixed fees
William Pusey CrossGrain Family Investments Henrico Not listed Percentage of assets, Hourly
Alexander Scott Alpha Advisors Richmond Not listed Percentage of assets, Fixed fees
Andrew Downey Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Angela Barbour Arkagos Advisors and Asset Management Alexandria Not listed Percentage of assets, Fixed fees
Brian Tran Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Caitlin Borland Aria Wealth Partners Charlottesville Not listed Percentage of assets
Cheryl Nester HistorInvesting Williamsburg Not listed Percentage of assets, Hourly
David Morton Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Debbie Byerly Strategent Financial Harrisonburg Not listed Percentage of assets, Hourly
Elizabeth Clark Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Eric Thomas Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Gerald Sullivan Gratus Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
Gregory Blake TritonPoint Wealth Burke Not listed Percentage of assets, Fixed fees
Jessica Buckley Norton Capital Management Henrico Not listed Percentage of assets
Jessica Metso Arkagos Advisors and Asset Management Alexandria Not listed Percentage of assets, Fixed fees
Jonathan Maula Castle Hill Capital Gainesville Not listed Percentage of assets
Mark Leimberger Alpha Advisors Richmond Not listed Percentage of assets, Fixed fees
Matthew Jaskolka Jaskolka Financial Virginia Beach Not listed Percentage of assets, Hourly
Paula Gunter Aria Wealth Partners Charlottesville Not listed Percentage of assets
Quiltina Smith The Financial T Stafford Not listed Percentage of assets, Fixed fees
Rachel Wren Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Repp Lambert Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Sarah Byrd Alpha Advisors Richmond Not listed Percentage of assets, Fixed fees
Stephen Memery Iconic Wealth Management Alexandria Not listed Percentage of assets, Fixed fees
Tiffany Blackburn Arkagos Advisors and Asset Management Alexandria Not listed Percentage of assets, Fixed fees
Yahia Albaghdadi Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Alexey Belkin 3summit Investment Management Vienna CFP Percentage of assets, Hourly
Alishia Dubois Strathmore Capital Advisors Glen Allen CFP Percentage of assets, Fixed fees
Allison Dubreuil Haven Financial Partners Virginia Beach CFP Percentage of assets, Fixed fees
Amy Spalding District Capital Management Arlington CFP Percentage of assets, Hourly
Andrew Hook Hook Financial Services Virginia Beach CFP Hourly, Fixed fees
Anthony Matteo Sagevest Wealth Management Mclean CFP Percentage of assets, Hourly
Arie Korving Korving & Company Suffolk CFP Percentage of assets, Hourly
Arthur Locke Locke Asset Management Great Falls CFP, PFS Percentage of assets, Hourly
Benjamin Scrivener Steigerwald, Gordon & Koch - Wealth Advisors Leesburg CFP Percentage of assets, Hourly
Blaine Dunn Dunn Financial Advisors Winchester CFP Percentage of assets, Hourly
Brett Roper Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Bruce Matlock Emerald Investments Arlington CFP Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia