Fee-only advisors in Virginia
Fee-only advisors in Richmond, Vienna and Charlottesville, plus 86 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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)
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3chopt Investment Partners
Richmond, Virginia
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3summit Investment Management
Vienna, Virginia
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4J Wealth Management
Mclean, Virginia
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8th Street Investments
Alexandria, Virginia
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A. N. Culbertson & Company
Charlottesville, Virginia
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Acadia Financial Services LLC
Burke, Virginia
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Acima Private Wealth
Richmond, Virginia
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Acorn Financial Services
Reston, Virginia
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Acts Financial Advisors
Mclean, Virginia
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AD Deum Funds
South Riding, Virginia
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Advanta Wealth Management
Lynchburg, Virginia
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Advisors Financial
Mclean, Virginia
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Alexander Randolph Advisory
Mclean, Virginia
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Alexis Advisors
Richmond, Virginia
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Allegiance Financial Group
Vienna, Virginia
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Allen Investment Management
Leesburg, Virginia
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Alpha Advisors
Richmond, Virginia
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Alpha Omega Wealth Management
Richmond, Virginia
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Altura Wealth Advisors
Virginia Beach, Virginia
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Amauta
Alexandria, Virginia
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American Financial Planning
Roanoke, Virginia
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Arbor Private Wealth
Ashburn, Virginia
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Argo Wealth Advisory
Mclean, Virginia
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Aria Wealth Partners
Charlottesville, Virginia
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Arkagos Advisors and Asset Management
Alexandria, Virginia
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Arlington Wealth Planning, LLC
Arlington, Virginia
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ARM Financial
Annandale, Virginia
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Armstrong Financial
Crozet, Virginia
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Arrow Wealth Advisors
Lynchburg, Virginia
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Aurora Pointe Capital
Vienna, Virginia
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Azzad Asset Management
Falls Church, Virginia
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B Hive Financial
Williamsburg, Virginia
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B4 Financial Planning
Chesapeake, Virginia
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Bankschannel Advisors
Roanoke, Virginia
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Banyantree Wealth Management
Oakton, Virginia
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Bay Capital Advisors, LLC
Virginia Beach, Virginia
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Bay Rivers Group Wealth Partners
Williamsburg, Virginia
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BDC Capital Management
Glen Allen, Virginia
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Beacon Harbor Wealth Advisors
Virginia Beach, Virginia
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Beacon Wealth Consultants
Roanoke, Virginia
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Bellars Harris Wealth Management
Virginia Beach, Virginia
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Berg Faircloth Investment Advisors
Leesburg, Virginia
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Birch Street Financial Advisors LLC
Vienna, Virginia
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Birks Financial
Herndon, Virginia
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Black Dog Wealth
Manassas, Virginia
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Bluerock Financial Services
Williamsburg, Virginia
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BlueSail Advisors
Mclean, Virginia
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Bonwell Capital Management
Richmond, Virginia
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Bour Group
South Riding, Virginia
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Bowen Financial Services, LLC
Midlothian, Virginia
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Brass Capital
Leesburg, Virginia
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Broadpark Advisors
Charlottesville, Virginia
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Brockenbrough
Richmond, Virginia
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Brown | Miller Wealth Management
Mclean, Virginia
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Buchanan Wealth Management
Reston, Virginia
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Bull RUN Investment Management
Mclean, Virginia
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Buttonwood Wealth
Winchester, Virginia
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C.L. Sheldon & Company, LLC
Alexandria, Virginia
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Campion Asset Management
Fairfax, Virginia
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Canaan Investment Management
Midlothian, Virginia