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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
Tina Hall Bonwell Capital Management Richmond Not listed Percentage of assets, Hourly
Troy Toner Toner Asset Management Group Virginia Beach Not listed Percentage of assets, Fixed fees
Tyler Morris Rembert Pendleton Jackson Vienna Not listed Percentage of assets, Fixed fees
Tyler Steigerwald Steigerwald, Gordon & Koch - Wealth Advisors Leesburg Not listed Percentage of assets, Hourly
Victoria Birks Styron Birks Financial Herndon Not listed Percentage of assets, Hourly
Virginia Barkett Compass Capital Investments Fincastle Not listed Percentage of assets, Hourly
Wade Williard Virginia Wealth Management Group Virginia Beach Not listed Percentage of assets, Hourly
Wendy Payne Centurion Wealth Management Mclean Not listed Percentage of assets, Hourly
William Evans Capital Advisor Network Marion Not listed Percentage of assets, Hourly
William Johnson Capital Advisor Network Marion Not listed Percentage of assets, Hourly
William Noftsinger Alpha Omega Wealth Management Richmond Not listed Percentage of assets, Hourly
William Overton Tull Financial Group Chesapeake Not listed Percentage of assets, Hourly
Zachary Agenbroad Godsey & Gibb Wealth Management Richmond Not listed Percentage of assets
Zahraa Maksoud Godsey & Gibb Wealth Management Richmond Not listed Percentage of assets

Firms headquartered in Virginia (305)

All 305 firms in Virginia