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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
Carl Lind Alpha Omega Wealth Management Richmond CFP Percentage of assets, Hourly
Cassandra Laymon Beacon Wealth Consultants Roanoke CFP Percentage of assets, Hourly
Charles Rembert Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Christopher Bishop Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Christopher Leslie Godsey & Gibb Wealth Management Richmond CFP Percentage of assets
Cody Hawkins Peacelink Financial Planning Virginia Beach CFP Percentage of assets, Hourly
Courtney Regan Marotta Wealth Management Charlottesville CFP Percentage of assets, Hourly
Culley Hess Alpha Financial Advisors Mclean CFP Percentage of assets, Hourly
Cynthia Bowen Bowen Financial Services Midlothian CFP Percentage of assets, Hourly
Daniel Cook Cook Financial Designs Virginia Beach CFP Fixed fees
Daniel Jackson Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Daniel Larrabee Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Daniel Sendi Portfolio Advisory Group Alexandria CFP Percentage of assets, Hourly
David Obrien Evoadvisors Richmond CFP Fixed fees
David Sendi Portfolio Advisory Group Alexandria CFP Percentage of assets, Hourly
David Staples Salomon and Ludwin Richmond CFP Percentage of assets
David Tebor Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Deven Joss Joss Brown Wealth Advisors Williamsburg CFP Percentage of assets, Hourly
Dixie Butler U.s. Advisors Arlington CFP Percentage of assets, Hourly
Douglas Tees Jason Howell Company Fairfax CFP Percentage of assets, Hourly
Edward Sallee Bay Capital Advisors Virginia Beach CFP Percentage of assets, Hourly
Edward Schweitzer Freedom Capital Management Glen Allen CFP Percentage of assets
Ehab Selim Investology Reston CFP Percentage of assets
Elizabeth Brew Marotta Wealth Management Charlottesville CFP Percentage of assets, Hourly
Elizabeth Clough Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Elizabeth Drew Verdi Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Elizabeth Horbaly Marotta Wealth Management Charlottesville CFP Percentage of assets, Hourly
Emil Pichardo Godsey & Gibb Wealth Management Richmond CFP Percentage of assets
Eric Norberg EAN Equity Financial Services Leesburg CFP, ChFC Percentage of assets, Hourly
Eric Randolph Steigerwald, Gordon & Koch - Wealth Advisors Leesburg CFP Percentage of assets, Hourly
Eric Schaefer Centurion Wealth Management Mclean CFP Percentage of assets, Hourly
Evan Powers Cypress Financial Planning Charlottesville CFP Percentage of assets, Fixed fees
George Reveley Alpha Omega Wealth Management Richmond CFP Percentage of assets, Hourly
Gerard Swienton Investment Leadership Forest CFP Percentage of assets, Hourly
Gillian Curran Prospect Financial Group Arlington CFP Percentage of assets, Hourly
Goeun Choi Buchanan Wealth Management Reston CFP Percentage of assets, Hourly
Greg Vairo Marotta Wealth Management Charlottesville CFP Percentage of assets, Hourly
Harry Gaskin G, G, & M Financial Goals Alexandria CFP Percentage of assets, Hourly
Herbert Hopwood Hopwood Financial Services Reston CFP, CFA Percentage of assets, Hourly
Hilary Carroll Lander & Associates Oak Hill CFP Percentage of assets, Hourly
Iram Amir Sagevest Wealth Management Mclean CFP Percentage of assets, Hourly
Jacob Gurock Centurion Wealth Management Mclean CFP Percentage of assets, Hourly
Jacob Massanopoli Marotta Wealth Management Richmond CFP Percentage of assets, Hourly
James Abbe Dover Advisors Richmond CFP Percentage of assets, Hourly
James Birks Birks Financial Herndon CFP Percentage of assets, Hourly
James Gift Juno Financial Group Richmond CFP Percentage of assets, Fixed fees
James Pearman Partners in Financial Planning Salem CFP, PFS Percentage of assets, Hourly
Jennifer Luzzatto Strathmore Capital Advisors Glen Allen CFP, CFA Percentage of assets, Fixed fees
Jennifer Mascarenas Steigerwald, Gordon & Koch - Wealth Advisors Leesburg CFP Percentage of assets, Hourly
Jennifer Myers Sagevest Wealth Management Mclean CFP Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia