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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
Kevin McLoughlin Trio Wealth Management® Sterling CFP Percentage of assets, Fixed fees
Kristin Lindsay Verus Financial Partners Richmond CFP Percentage of assets
Lisa Kirchenbauer Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Marc Wehmeyer Praetorian Guard Wealth Management Arlington CFP Percentage of assets
Marshall Chambers Heritage Wealth Advisors Richmond CFP, CFA Percentage of assets, Fixed fees
Matthew Shriver Alexander Randolph Advisory Reston CFP, CFA Percentage of assets, Hourly
Michelle Hundley Trio Wealth Management® Great Falls CFP Percentage of assets, Fixed fees
Rebecca Blevins Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Simmer Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sloan Chittenden Verus Financial Partners Richmond CFP Percentage of assets
Tyler Caveness Caveness Wealth Advisory Roanoke CFP Percentage of assets, Hourly
Tyler Snow Verus Financial Partners Richmond CFP Percentage of assets
William Lagos Verus Financial Partners Richmond CFP, ChFC Percentage of assets
Amanda Ansell OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Amy Moore OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Andrew Miller OLIO Financial Planning Mclean CFP Ongoing planning fee
Anthony Davis Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Anthony Jones CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Ashley Heatwole Graves Light Lenhart Private Wealth Management Harrisonburg CFP, CFA Percentage of assets
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Brian Jones CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Brian Talbott OLIO Financial Planning Mclean CFP Ongoing planning fee
Claire Craighill WealthCrossing Richmond CFP Percentage of assets, Fixed fees
David Greene CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
David Luck Advisor Financial Services Glen Allen CFP Percentage of assets, Hourly
Edwin Knowles The Knowles Company Oakton CFP Percentage of assets, Hourly
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Eric Showalter Arbor Private Wealth Ashburn CFP Percentage of assets, Fixed fees
Griffin Baker CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Harold Philipsen Tenzing Financial Williamsburg CFP, ChFC Percentage of assets, Fixed fees
Janet Wills Wills Financial Group Richmond CFP Percentage of assets, Hourly
Jay Arce Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Jeffrey Lenhart Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Jerry Firebaugh Wayne Firebaugh Roanoke CFP Percentage of assets, Hourly
Jessica Ness CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
John Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
John Williams WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Jonathan Bailey WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Karen Blair CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Kevin Zywna Wealthway Financial Advisors Norfolk CFP Percentage of assets
Marvin Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Mary Boland Brass Capital Leesburg CFP Percentage of assets, Fixed fees

Firms headquartered in Virginia (305)

All 305 firms in Virginia