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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
Joe Sallee Bay Capital Advisors, LLC Virginia Beach CFP, MS, ChFC, RSSA Percentage of assets, One-time planning fee
Kyle Packard Packard Wealth Strategies Alexandria CFP, ChFC Percentage of assets, Flat fee or retainer
Mark Helm Helm Financial Advisors, LLC Purcellville CFP, EA Ongoing planning fee
Melanie Brophy Next Play Financial Solutions Ashburn CFP Hourly, Flat fee or retainer
Morgan Sass Partners in Financial Planning, LLC Salem CFP, CPA, CPA/PFS Flat fee or retainer, Ongoing planning fee
Adam Smith Covenant Wealth Advisors Richmond CFP Percentage of assets
Andrew Casteel Covenant Wealth Advisors Richmond CFP Percentage of assets
Bailey Thornton Kinloch Capital Glen Allen CFP Percentage of assets, Hourly
Candace Lee Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Catherine Atwood Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Coleman Pollard Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Colin Gerrety Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Dana Sippel Glassman Wealth Vienna CFP, PFS Percentage of assets, Fixed fees
Daniel Weinstein KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Donald Gresh Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Eric Dunner Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Eric Scruggs Covenant Wealth Advisors Richmond CFP Percentage of assets
Jacob Preston Covenant Wealth Advisors Richmond CFP Percentage of assets
James Patterson KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Jason Epps KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Jeremiah Winters Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Jhonny Merida Soto Glassman Wealth Arlington CFP Percentage of assets, Fixed fees
John Fennig KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Mark Fonville Covenant Wealth Advisors Richmond CFP Percentage of assets
Matthew Brennan Covenant Wealth Advisors Reston CFP Percentage of assets
Megan Waters Covenant Wealth Advisors Richmond CFP Percentage of assets
Michael Rettinger KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Rosana Nguyen Covenant Wealth Advisors Richmond CFP Percentage of assets
Travis Russell Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Trey Ellington Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Walter Hurt Covenant Wealth Advisors Richmond CFP Percentage of assets
Bianca San Monument Wealth Management Alexandria CFP Percentage of assets
Brian Welch Verus Financial Partners Richmond CFP Percentage of assets
Bryan Anderson Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Charles Hill Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Christopher DeLeon Plandeavor Arlington CFP Ongoing planning fee, One-time planning fee
Daniel Fortunato Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
David Kozlowski Verus Financial Partners Richmond CFP Percentage of assets
David Quinn Pine Harbor Wealth Management Fairfax CFP Percentage of assets, One-time planning fee
Davis Gardner Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Dean Catino Monument Wealth Management Alexandria CFP Percentage of assets
Delores Remo Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Edward Hoppe Verus Financial Partners Richmond CFP, PFS Percentage of assets
Emily Harper Monument Wealth Management Alexandria CFP Percentage of assets
Gary Wood BDC Capital Management Glen Allen CFP Percentage of assets, Hourly
Jacob Fram Verus Financial Partners Richmond CFP Percentage of assets
James Joseph Sentinel Wealth Management Reston CFP, ChFC, PFS Percentage of assets, Fixed fees
Jared Jones Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Jessica Gibbs Monument Wealth Management Arlington CFP Percentage of assets
Jonathan Lopez Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia