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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
Melissa Harrison Harrison Capital Management Keswick Not listed Percentage of assets, Hourly
Michael Delcolliano Westbourne Investments Alexandria Not listed Percentage of assets, Fixed fees
Michael Gibb Godsey & Gibb Wealth Management Richmond Not listed Percentage of assets
Michael Greer Rise Wealth Partners Mechanicsville Not listed Percentage of assets, Hourly
Neil Treger Treger & Associates Lexington Not listed Percentage of assets
Nelson Reveley Alpha Omega Wealth Management Richmond Not listed Percentage of assets, Hourly
Nirvan Khaksarfard Alpha Financial Advisors Mclean Not listed Percentage of assets, Hourly
Orman Kimbrough A. N. Culbertson & Company Charlottesville Not listed Percentage of assets
Patricia Soileau Acima Private Wealth Richmond Not listed Percentage of assets
Patrick Walsh Westbourne Investments Winchester Not listed Percentage of assets, Fixed fees
Paul Melnick Juno Financial Group Richmond Not listed Percentage of assets, Fixed fees
Payton Rembert Rembert Pendleton Jackson Vienna Not listed Percentage of assets, Fixed fees
Peter Fryer 3chopt Investment Partners Richmond Not listed Percentage of assets
Philip Dudley Dudley Capital Management Middleburg Not listed Percentage of assets, Hourly
Philip Tull Tull Financial Group Chesapeake Not listed Percentage of assets, Hourly
Rajesh Jha Halo Capital Management Fairfax Not listed Percentage of assets, Hourly
Randy Kolenda Northstar Wealth Management Chesterfield Not listed Percentage of assets, Fixed fees
Ravi Myneni Banyantree Wealth Management Oakton Not listed Percentage of assets, Hourly
Raymond Difilippo DBD Retirement and Financial Services Manassas Not listed Percentage of assets, Hourly
Raymond Kanyo Taylor Hoffman Capital Management Richmond Not listed Percentage of assets, Hourly
Renee Sewall Professional Financial Solutions Fairfax Not listed Percentage of assets, Hourly
Richard Stone Quantum Financial Advisors Alexandria Not listed Percentage of assets, Hourly
Richard Weart King George Capital Mgmt King George Not listed Percentage of assets, Hourly
Ricky Faircloth Berg Faircloth Investment Advisors Leesburg Not listed Percentage of assets, Hourly
Robert Allen Allen Investment Management Leesburg Not listed Percentage of assets
Robert Fredeen AD Deum Funds South Riding Not listed Percentage of assets, Hourly
Robert Klintworth Chase Investment Counsel Charlottesville Not listed Percentage of assets, Hourly
Robert Murray Gladwyn Financial Advisors Richmond Not listed Percentage of assets, Hourly
Robert Reardon Hendershot Investments Centreville Not listed Percentage of assets, Hourly
Robert Taylor Acima Private Wealth Richmond Not listed Percentage of assets
Roger Fulton A. N. Culbertson & Company Crozet Not listed Percentage of assets
Roy Runyon River Crescent Advisors Suffolk Not listed Percentage of assets, Hourly
Samantha Buchanan Allegiance Financial Group Vienna Not listed Percentage of assets, Hourly
Samantha Grieco T.M. Wealth Management Reston Not listed Percentage of assets, Hourly
Sara Gochenour Salomon and Ludwin Richmond Not listed Percentage of assets
Scott Storey 3chopt Investment Partners Richmond Not listed Percentage of assets
Sean Cullen Prestige Wealth Management Fairfax Station Not listed Percentage of assets, Fixed fees
Sean Gillespie Apforia Virginia Beach Not listed Percentage of assets, Hourly
Seddon Nelson SCN Capital Management Woodbridge Not listed Percentage of assets, Hourly
Shawn Reardon Hendershot Investments Centreville Not listed Percentage of assets, Hourly
Spencer Garrett Chase Investment Counsel Charlottesville Not listed Percentage of assets, Hourly
Stephen Saal Virginia Wealth Management Group Virginia Beach Not listed Percentage of assets, Hourly
Stuart Chase Chase Investment Counsel Charlottesville Not listed Percentage of assets, Hourly
Stuart Dillard 3chopt Investment Partners Richmond Not listed Percentage of assets
Thomas Contiliano A. N. Culbertson & Company Charlottesville Not listed Percentage of assets
Thomas Dudley Dudley Capital Management Middleburg Not listed Percentage of assets, Hourly
Thomas Rooney Monument Advisers Richmond Not listed Percentage of assets
Thomas Seneca T.M. Wealth Management Reston Not listed Percentage of assets, Hourly
Timothy Schenk Kuleana Capital Management Free Union Not listed Percentage of assets, Hourly
Timothy Stiffler Compton Wealth Advisory Group Virginia Beach Not listed Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia