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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
Maynard Keller American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Michael Broadhurst Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
Michael Harris Bluerock Financial Services Williamsburg CFP Percentage of assets, Hourly
Michael Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Nathan Ward W&S Management Services Richmond Not listed Percentage of assets, Hourly
Nicholas Perrine Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Parker Trasborg CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Peter Byrd Opulent Wealth Richmond CFP Percentage of assets, Fixed fees
Peter Rechter Rechter Wealth Management Clifton CFP Percentage of assets, One-time planning fee
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Robert Kohn Tenzing Financial Williamsburg CFP Percentage of assets, Fixed fees
Ryan Waid Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Samantha Link Brockenbrough Richmond CFP Percentage of assets, Fixed fees
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
Stephanie Stumpf WealthCrossing Richmond CFP, PFS Percentage of assets, Fixed fees
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Tarif Homsi NoorVest Leesburg Not listed Flat fee or retainer, Ongoing planning fee
Tina Babicz CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Tracey Baker CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Vanessa Alanis Black Dog Wealth Manassas CFP, ChFC Ongoing planning fee, Hourly
William Smith Wealthway Financial Advisors Norfolk CFP Percentage of assets
Zachary Tekamp Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
Alan Kramer MontVue Capital Management Lynchburg CFP Percentage of assets, One-time planning fee
Albert Barsanti Wise Planning Vienna CFP Ongoing planning fee
Aubrey Klearman YeskeBuie Vienna CFP Percentage of assets
Caroline Baronian Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
David Armstrong Monument Wealth Management Alexandria CFA Percentage of assets
David Nelson Monument Wealth Management Alexandria CFA Percentage of assets
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Edward Anderson III ClearVue Financial Alexandria CFP One-time planning fee, Ongoing planning fee
Elissa Buie YeskeBuie Vienna CFP Percentage of assets
Hilary Disher CAVU Wealth Advisors Reston CFP Percentage of assets, Fixed fees
James Sexton Piedmont Wealth Advisory Reston CFP Flat fee or retainer
Jason Hemeon Argo Wealth Advisory Mclean CFP, ChFC Percentage of assets, Fixed fees
Jeffrey Zures Sanchez & Zures Mclean CFP Hourly, Percentage of assets
John Jordan Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
Jonas Rohde Rohde Wealth Management Broadway Not listed Percentage of assets
Kacie Fawls YeskeBuie Vienna CFP Percentage of assets
Kenneth Turner Next Up Wealth Advisors King George CFP Percentage of assets, Hourly
Kishore Shah Lynx Investment Advisory Vienna ChFC Percentage of assets, Fixed fees
Matthew Trogdon Craftwork Capital Arlington CFP One-time planning fee
Naima Bush Fruitful Falls Church CFP, ChFC Percentage of assets, Ongoing planning fee
Policarpio Sanchez Sanchez & Zures Mclean CFP Hourly, Percentage of assets
Ross Anderson Craftwork Capital Alexandria CFP One-time planning fee
Roy Weisert Weisert Investment Services Virginia Beach CFP Percentage of assets
Rustin McManis YeskeBuie Vienna CFP Percentage of assets
Ryan Kelly YeskeBuie Vienna CFP Percentage of assets
Samantha Vicchiarelli Alexis Advisors Richmond ChFC Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia