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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
Jennifer Vanlandingham D'orazio Wealth Advisors Falls Church CFP Fixed fees
Jeremy Meek D'orazio Wealth Advisors Vienna CFP Fixed fees
Jessica Doll Reframe Wealth Vienna CFP Percentage of assets, Fixed fees
John Clair Evoadvisors Richmond CFP Fixed fees
John Corrigan Personal Financial Experiences Midlothian CFP Percentage of assets, Hourly
John Vyge Hillebrand Financial Planning Ashburn CFP Percentage of assets, Hourly
John Wolff Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Joseph Dorazio D'orazio Wealth Advisors Falls Church CFP Fixed fees
Katherine Brown Joss Brown Wealth Advisors Newport News CFP Percentage of assets, Hourly
Kayla Welte District Capital Management Arlington CFP, ChFC Percentage of assets, Hourly
Kevin Galvin Hopwood Financial Services Reston CFP, CFA Percentage of assets, Hourly
Kirsten Ashbaugh Manuka Financial Richmond CFP Fixed fees
Kyle Eagle Mason & Associates Newport News CFP Percentage of assets, Hourly
Lars Lassen Magnolia Lane Capital Newport News CFP Percentage of assets
Lauren Mendel Illuminate Wealth Management Yorktown CFP Percentage of assets, Fixed fees
Lauren Zangardi Haynes Spark Financial Advisors Richmond CFP Percentage of assets, Hourly
Leslie Irby Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Madolynn Morken Steigerwald, Gordon & Koch - Wealth Advisors Ashburn CFP Percentage of assets, Hourly
Malee Turner Reframe Wealth Vienna CFP Percentage of assets, Fixed fees
Marc Verdi Godsey & Gibb Wealth Management Richmond CFP, PFS Percentage of assets
Marianne Esche Simplicity Wealth Management Vienna CFP Percentage of assets, Hourly
Marie Lovett Oakleigh Wealth Services Crozet CFP Hourly, Fixed fees
Mary Tomlin Tomlin Financial Advisors Norfolk CFP Percentage of assets, Hourly
Max Kortegast Hopwood Financial Services Reston CFP Percentage of assets, Hourly
Megan Russell Marotta Wealth Management Charlottesville CFP Percentage of assets, Hourly
Michael Coirin Foundations Financial Planning Williamsburg CFP Hourly, Fixed fees
Michael Mason Mason & Associates Newport News CFP, ChFC Percentage of assets, Hourly
Michael McLenigan Professional Financial Solutions Fairfax CFP Percentage of assets, Hourly
Michele Bush Prospect Financial Group Arlington CFP Percentage of assets, Hourly
Michelle Orellana Spark Financial Advisors Richmond CFP Percentage of assets, Hourly
Michelle Robinson Joss Brown Wealth Advisors Williamsburg CFP Percentage of assets, Hourly
Mitchell Falter Reframe Wealth Vienna CFP Percentage of assets, Fixed fees
Morgan Alley MWA Investments White Stone CFP Percentage of assets
Morris McKinney Wealth Planning Virginia Beach CFP Percentage of assets, Hourly
Newton Pendleton Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Nicole Mongeon Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Pamela Poldiak Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Paul Cocozza Cocozza Financial Planning Arlington CFP Hourly
Paul Melnick Juno Financial Group Richmond CFP Percentage of assets, Fixed fees
Pedrom Sadeghi Hopwood Financial Services Herndon CFP Percentage of assets, Hourly
Peter Braden Godsey & Gibb Wealth Management Richmond CFP Percentage of assets
Peter Ramig Hopwood Financial Services Reston CFP Percentage of assets, Hourly
Peter Tuz Chase Investment Counsel Charlottesville CFP, CFA Percentage of assets, Hourly
Phillip Bour Bour Group South Riding CFP Hourly, Fixed fees
Ralph Courage Courage Miller Partners Norfolk CFP Percentage of assets, Hourly
Rast Gozeh Kassira Wealth Management Tysons Corner CFP, CFA Percentage of assets
Richard Gardner Lionheart Financial Planning Stafford CFP Percentage of assets, Hourly
Richard Laymon Beacon Wealth Consultants Roanoke CFP Percentage of assets, Hourly
Robert Copeland Professional Financial Solutions Fairfax CFP Percentage of assets, Hourly
Robert Fulton Compton Wealth Advisory Group Virginia Beach CFP Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia