W Wellspent Public advisor graph
Get matched
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
Connor Harris Beacon Harbor Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
Connor Parker Beacon Harbor Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
Dalal Salomon Salomon and Ludwin Richmond Not listed Percentage of assets
Dale Kanten Kanten Financial Services Virginia Beach Not listed Percentage of assets, Hourly
Dale Mason MG Capital Partners Vienna Not listed Percentage of assets, Fixed fees
Daniel Bickey B Hive Financial Williamsburg Not listed Percentage of assets, Hourly
Daniel Douglas Empire Wealth Management Moseley Not listed Percentage of assets, Hourly
Daniel Faircloth Berg Faircloth Investment Advisors Leesburg Not listed Percentage of assets, Hourly
Daniel Irvine 3summit Investment Management Vienna Not listed Percentage of assets, Hourly
Daniel Ludwin Salomon and Ludwin Richmond Not listed Percentage of assets
David Black Beacon Wealth Consultants Roanoke Not listed Percentage of assets, Hourly
David Dyer King George Capital Mgmt King George Not listed Percentage of assets, Hourly
David Kenerson Virginia Global Asset Management Norfolk Not listed Percentage of assets, Hourly
David Martin Splizer Invest Nokesville Not listed Percentage of assets, Fixed fees
Dennis Campbell Centurion Wealth Management Fairfax Not listed Percentage of assets, Hourly
Derwood Chase Chase Investment Counsel Charlottesville Not listed Percentage of assets, Hourly
Diana Thompson Sovereign Capital Vantage Ashland Not listed Percentage of assets, Hourly
Douglas Jones Wood Creek Capital Advisors Lynchburg Not listed Percentage of assets, Hourly
Dwayne Jackson Rembert Pendleton Jackson Vienna Not listed Percentage of assets, Fixed fees
Edward Valentine Dover Advisors Richmond Not listed Percentage of assets, Hourly
Ella Bourne Korving & Company Suffolk Not listed Percentage of assets, Hourly
Emily Burke Birch Street Financial Advisors Vienna Not listed Percentage of assets, Hourly
Emily Griswell Sovereign Capital Vantage Ashland Not listed Percentage of assets, Hourly
Emily Lee Professional Financial Solutions Fairfax Not listed Percentage of assets, Hourly
Erin Moseley Compass Capital Investments Fincastle Not listed Percentage of assets, Hourly
Gabriel Hoffman Taylor Hoffman Capital Management Richmond Not listed Percentage of assets, Hourly
Garo Partoyan Potomac Wealth Strategies Alexandria Not listed Percentage of assets, Fixed fees
Garrett Phillips 3summit Investment Management Vienna Not listed Percentage of assets, Hourly
Garrett Welsh Allegiance Financial Group Vienna Not listed Percentage of assets, Hourly
Gary Gore Acima Private Wealth Richmond Not listed Percentage of assets
George Macdonald Beacon Harbor Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
George Macdonald Beacon Harbor Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
George Payne A. N. Culbertson & Company Charlottesville Not listed Percentage of assets
Gerald Barnard B4 Financial Planning Chesapeake Not listed Percentage of assets, Hourly
Girum Tesfaye Tesfaye O'neill Financial Alexandria Not listed Percentage of assets
Gregory Sabo Tone Capital Richmond Not listed Percentage of assets, Hourly
Harry Karageorge Steigerwald, Gordon & Koch - Wealth Advisors Leesburg Not listed Percentage of assets, Hourly
Harry Zinsser United Wealth Management Charlottesville Not listed Percentage of assets, Hourly
Heinz Koch Courage Miller Partners Norfolk Not listed Percentage of assets, Hourly
Henry Hoerner The Hoerner Planning Group Middleburg Not listed Percentage of assets, Fixed fees
Henry Pramov Westbourne Investments Alexandria Not listed Percentage of assets, Fixed fees
Huntley Davenport American Capital Advisory Richmond Not listed Percentage of assets, Hourly
Ingrid Hendershot Hendershot Investments Centreville Not listed Percentage of assets, Hourly
Isaac Hon Tull Financial Group Chesapeake Not listed Percentage of assets, Hourly
Iyad Fattoum Canaan Investment Management Midlothian Not listed Percentage of assets
Jacob DuBois 3chopt Investment Partners Richmond Not listed Percentage of assets
James Birks Birks Financial Herndon Not listed Percentage of assets, Hourly
James Brynmor Marotta Wealth Management Charlottesville Not listed Percentage of assets, Hourly
James Upshaw Bay Capital Advisors Virginia Beach Not listed Percentage of assets, Hourly
Jason DeLorenzo AD Deum Funds South Riding Not listed Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia