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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
Rodney Sullivan Vesteer Wealth Management Charlottesville CFA Percentage of assets, Fixed fees
Stephanie Bosserman Hunter Lewis Crozet CFA Fixed fees
Susan Christ Hendershot Investments Centreville CFA Percentage of assets, Hourly
Tanya Bird Acima Private Wealth Richmond CFA Percentage of assets
Victor Cunningham The Hoerner Planning Group Middleburg CFA Percentage of assets, Fixed fees
William King Wood Creek Capital Advisors Lynchburg ChFC Percentage of assets, Hourly
Abraham McAllister ARM Financial Annandale Not listed Percentage of assets
Aditya Bhatnagar Westbourne Investments Fairfax Not listed Percentage of assets, Fixed fees
Alan Bewley United Wealth Management Charlottesville Not listed Percentage of assets, Hourly
Alan Culbertson A. N. Culbertson & Company Charlottesville Not listed Percentage of assets
Alexander Casas Rock Steady Wealth Richmond Not listed Percentage of assets, Hourly
Alexander Sullivan Vesteer Wealth Management Charlottesville Not listed Percentage of assets, Fixed fees
Alexandra Goldston Marotta Wealth Management Charlottesville Not listed Percentage of assets, Hourly
Allan Malina Servus Capital Management Lynchburg Not listed Percentage of assets, Hourly
Allison Gregory Salomon and Ludwin Richmond Not listed Percentage of assets
Allison Linney A. N. Culbertson & Company Charlottesville Not listed Percentage of assets
Ameen Estaiteyeh Investology Reston Not listed Percentage of assets
Amr Alian Investology Reston Not listed Percentage of assets
Andrew Crowe Professional Financial Solutions Fairfax Not listed Percentage of assets, Hourly
Andrew Holpe Richmond Quantitative Advisors Richmond Not listed Percentage of assets, Hourly
Andrew Sherman Bankschannel Advisors Roanoke Not listed Percentage of assets, Hourly
Andrew Wallach Wallach Planning & Investments Norfolk Not listed Percentage of assets, Hourly
Anise Faircloth Berg Faircloth Investment Advisors Leesburg Not listed Percentage of assets, Hourly
Ashley Juliano Bay Capital Advisors Virginia Beach Not listed Percentage of assets, Hourly
Bailey Schmitz D'orazio Wealth Advisors Vienna Not listed Fixed fees
Bob Amoako Rembert Pendleton Jackson Vienna Not listed Percentage of assets, Fixed fees
Bonnie Smallwood Tone Capital Richmond Not listed Percentage of assets, Hourly
Bradley Stevenson Rival Capital Management Williamsburg Not listed Percentage of assets, Fixed fees
Brandon Hemmelgarn Shaker Investments Arlington Not listed Percentage of assets, Performance-based fees
Brandon Lloyd Mountain View Wealth Management Arlington Not listed Percentage of assets
Brandon Taylor Taylor Hoffman Capital Management Richmond Not listed Percentage of assets, Hourly
Brian Booker Prosperity Wealth Management Port Haywood Not listed Percentage of assets, Fixed fees
Brian Hoyle The Fintel Group Woodbridge Not listed Hourly, Fixed fees
Brian Taylor Compass Capital Investments Fincastle Not listed Percentage of assets, Hourly
Bruce Swanson Portfolio Design Services Roanoke Not listed Percentage of assets, Hourly
Caroline Hess Alpha Financial Advisors Mclean Not listed Percentage of assets, Hourly
Catherine Hunt Juno Financial Group Richmond Not listed Percentage of assets, Fixed fees
Chance Butler Pacific Landfall Williamsburg Not listed Percentage of assets, Hourly
Charles Albertson Gateway Financial Group Richmond Not listed Percentage of assets, Fixed fees
Charles Teden Alpha Omega Wealth Management Richmond Not listed Percentage of assets, Hourly
Christopher Harris Clearview Financial Richmond Not listed Percentage of assets, Fixed fees
Christopher Hoerner The Hoerner Planning Group Middleburg Not listed Percentage of assets, Fixed fees
Christopher Landry Pacific Landfall Centreville Not listed Percentage of assets, Hourly
Christopher Meyers Diversified Consumer Planning Virginia Beach Not listed Percentage of assets
Christopher Park Park Financial Planning Solutions Stafford Not listed Percentage of assets, Hourly
Christopher Passarelli Bull RUN Investment Management Falls Church Not listed Percentage of assets
Cleighton Hilbert Alpha Omega Wealth Management Richmond Not listed Percentage of assets, Hourly
Cole Shugart Godsey & Gibb Wealth Management Richmond Not listed Percentage of assets
Colin Craig Beacon Wealth Consultants Roanoke Not listed Percentage of assets, Hourly
Conner Compton Beacon Wealth Consultants Roanoke Not listed Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia