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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
Jay Page Olsen Family Financial Oakton Not listed Percentage of assets, Hourly
Jeffrey Burton Sapere Wealth Management Charlottesville Not listed Percentage of assets, Fixed fees
Jeffrey Miller Courage Miller Partners Norfolk Not listed Percentage of assets, Hourly
Jerry McMillan Beacon Wealth Consultants Roanoke Not listed Percentage of assets, Hourly
Jesse Buchanan Main Advisory Blacksburg Not listed Percentage of assets, Fixed fees
Jesse Ellington Dover Advisors Richmond Not listed Percentage of assets, Hourly
John Couric Couric Financial Lynch Station Not listed Percentage of assets, Hourly
John Ellison Ellison Investment Advisors Fairfax Not listed Percentage of assets, Hourly
John Gira Gira & Gira Investment Advisors Harrisonburg Not listed Percentage of assets
John Gira Gira & Gira Investment Advisors Harrisonburg Not listed Percentage of assets
John Lawler East West Investment Advisors Kinsale Not listed Percentage of assets, Hourly
John Mason Antrim Dover Advisors Richmond Not listed Percentage of assets, Hourly
John O'Brien Evoadvisors Richmond Not listed Fixed fees
John Steigerwald Steigerwald, Gordon & Koch - Wealth Advisors Leesburg Not listed Percentage of assets, Hourly
Jon Marable Reframe Wealth Vienna Not listed Percentage of assets, Fixed fees
Jordan Braithwaite Buttonwood Wealth Winchester Not listed Percentage of assets, Hourly
Joseph Berenato 4J Wealth Management Vienna Not listed Percentage of assets, Hourly
Joseph Cheatham Vectors Asset Management Glen Allen Not listed Percentage of assets, Fixed fees
Juliana O'Neill Tesfaye O'neill Financial Alexandria Not listed Percentage of assets
Justin Zakia Solution Factory Vienna Not listed Percentage of assets
Kenneth Mason Mason & Associates Newport News Not listed Percentage of assets, Hourly
Kent Leafstedt Juno Financial Group Richmond Not listed Percentage of assets, Fixed fees
Kevin Bostic Clearview Financial Richmond Not listed Percentage of assets, Fixed fees
Kevin Wells Sapere Wealth Management Charlottesville Not listed Percentage of assets, Fixed fees
Kimberly Jenkins Beacon Wealth Consultants Roanoke Not listed Percentage of assets, Hourly
Kimberly Voigt United Wealth Management Charlottesville Not listed Percentage of assets, Hourly
Kimberly Weihbrecht Atwood Financial Planning Alexandria Not listed Hourly, Fixed fees
Kristin Carleton Astoria Portfolio Advisors Richmond Not listed Percentage of assets, Hourly
Larry Edwards Commonwealth Asset Management Group Fairfax Not listed Percentage of assets, Hourly
Laura O'Neil Investment Leadership Forest Not listed Percentage of assets, Hourly
Lawrence Yoder Halieus Investment Advisors Broadway Not listed Percentage of assets, Hourly
Leann Mitchell Alpha Omega Wealth Management Richmond Not listed Percentage of assets, Hourly
Leighton Roper Net Worth Advisory Services Arlington Not listed Percentage of assets, Hourly
Leo Somera Apforia Virginia Beach Not listed Percentage of assets, Hourly
Leslie Tovar Rosado Alpha Financial Advisors Mclean Not listed Percentage of assets, Hourly
Logan Flitton Tull Financial Group Chesapeake Not listed Percentage of assets, Hourly
Louise Hopkins Sapere Wealth Management Charlottesville Not listed Percentage of assets, Fixed fees
Luke Griffin D'orazio Wealth Advisors Vienna Not listed Fixed fees
Luke Neice Acima Private Wealth Richmond Not listed Percentage of assets
Marc Thompson Sovereign Capital Vantage Ashland Not listed Percentage of assets, Hourly
Mark Child Sound Investment Management Marshall Not listed Percentage of assets
Mark Compton Compton Wealth Advisory Group Virginia Beach Not listed Percentage of assets, Hourly
Mark Katz Katz Family Financial Advisors Alexandria Not listed Percentage of assets
Mark Levin 3chopt Investment Partners Richmond Not listed Percentage of assets
Mark McKaig Centurion Wealth Management Mclean Not listed Percentage of assets, Hourly
Matthew Borland A. N. Culbertson & Company Charlottesville Not listed Percentage of assets
Matthew Buchanan Buchanan Wealth Management Reston Not listed Percentage of assets, Hourly
Maury Stone Beacon Harbor Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
Maxwell Wallace Dover Advisors Richmond Not listed Percentage of assets, Hourly
Maya Lindsey Godsey & Gibb Wealth Management Richmond Not listed Percentage of assets

Firms headquartered in Virginia (305)

All 305 firms in Virginia