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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
Ryan Daley Broadpark Advisors Charlottesville CFP Percentage of assets, Hourly
Sara Epperly Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Sarah Albritton The Hoerner Planning Group Middleburg CFP Percentage of assets, Fixed fees
Scott Saal Virginia Wealth Management Group Virginia Beach CFP Percentage of assets, Hourly
Sebastian Florero D'orazio Wealth Advisors Vienna CFP Fixed fees
Sethalan Carter Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Stephen Bain Partners in Financial Planning Salem CFP Percentage of assets, Hourly
Stephen Brown King George Capital Mgmt King George CFP Percentage of assets, Hourly
Stephen Korving Korving & Company Suffolk CFP Percentage of assets, Hourly
Sterling Neblett Centurion Wealth Management Mclean CFP Percentage of assets, Hourly
Steven Pugliese Buttonwood Wealth Winchester CFP Percentage of assets, Hourly
Suzanne Grason Spark Financial Advisors Richmond CFP Percentage of assets, Hourly
Thomas Massie Massie Financial Planning Alexandria CFP Percentage of assets, Fixed fees
Timothy Armstrong Armstrong Financial Crozet CFP Percentage of assets, Hourly
Tyler Dunn River Crescent Advisors Suffolk CFP Percentage of assets, Hourly
Vivian Honeycutt Bay Capital Advisors Virginia Beach CFP Percentage of assets, Hourly
Wan McCormick Reliable Alliance Financial Fairfax CFP Hourly, Fixed fees
William Bonwell Bonwell Capital Management Richmond CFP Percentage of assets, Hourly
William Nelson Pacesetter Planning Arlington CFP Percentage of assets, Hourly
William Thomas 3chopt Investment Partners Richmond CFP Percentage of assets
Zachary Smith The Kelly Group Blacksburg CFP Percentage of assets, Hourly
Andrew Eskelsen D'orazio Wealth Advisors Vienna CFA Fixed fees
Andrew Kalman Salem Investment Counselors Arlington CFA Percentage of assets, Hourly
Angela Marie Cloe Apforia Virginia Beach ChFC Percentage of assets, Hourly
Arcelia Wicker Bay Capital Advisors Carrollton ChFC Percentage of assets, Hourly
Benjamin Corson D'orazio Wealth Advisors Vienna CFA Fixed fees
Brett Corsello Juno Financial Group Richmond CFA Percentage of assets, Fixed fees
David Kenerson Virginia Global Asset Management Norfolk CFA Percentage of assets, Hourly
David van Roijen Split Creek LLC DBA Split Creek Capital Charlottesville CFA Percentage of assets, Fixed fees
Elizabeth Turner United Wealth Management Williamsburg ChFC Percentage of assets, Hourly
Gary Korolev Sovereign Vienna CFA Percentage of assets, Hourly
Holly Ruff Alpha Omega Wealth Management Linville CFA Percentage of assets, Hourly
Isaac Wentz Hunter Lewis Crozet CFA Fixed fees
Jason Stinner Hopwood Financial Services Vienna CFA Percentage of assets, Hourly
Jeanmarie McGowan Godsey & Gibb Wealth Management Richmond CFA Percentage of assets
Jeffrey Canavan Rembert Pendleton Jackson Vienna CFA Percentage of assets, Fixed fees
Jeffrey Gordon Steigerwald, Gordon & Koch - Wealth Advisors Leesburg CFA Percentage of assets, Hourly
Jennifer Hutton 4J Wealth Management Mclean ChFC Percentage of assets, Hourly
Jeremy Ingram Beacon Harbor Wealth Advisors Virginia Beach CFA Percentage of assets, Hourly
Jeremy Kirkland Redmond Asset Management Henrico CFA Percentage of assets
John Ellison Richmond Quantitative Advisors Richmond CFA Percentage of assets, Hourly
John Philips Clear Point Richmond CFA Fixed fees
Matthew Cullen American Capital Advisory Richmond CFA Percentage of assets, Hourly
Michael Koontz Integrity Financial Advisors Forest ChFC Percentage of assets
Michael Peasley Tone Capital Richmond CFA Percentage of assets, Hourly
Neil Powers Vectors Asset Management Glen Allen CFA Percentage of assets, Fixed fees
Pieter Van Saun 3chopt Investment Partners Richmond CFA Percentage of assets
Robert Hill Acima Private Wealth Richmond CFA Percentage of assets
Robert Long Westbourne Investments Alexandria CFA Percentage of assets, Fixed fees
Robert Redmond Redmond Asset Management Henrico CFA Percentage of assets

Firms headquartered in Virginia (305)

All 305 firms in Virginia