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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
Scott Marx SMP Financial Planning Falls Church CFP Percentage of assets, Hourly
Stephen Trojan Flatiron Wealth Advisors Henrico Not listed Percentage of assets, Ongoing planning fee
Steven Henderson Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Timothy Connolly YeskeBuie Vienna CFP Percentage of assets
William Tracy YeskeBuie Vienna CFP Percentage of assets
Yusuf Abugideiri YeskeBuie Vienna CFP Percentage of assets
Aidan Banner Covenant Wealth Advisors Richmond Not listed Percentage of assets
Alessandro D'Agaro D'Agaro Financial Advisory Alexandria CFA Percentage of assets, Hourly
Alex D'Attilio Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Amy Hoffman Advisors Financial Mclean CFP Percentage of assets, Hourly
Andrew Neiderer Selective Wealth Management Forest CFP Percentage of assets
Andrew St.Jean Solitude Financial Charlottesville CFP Percentage of assets, Hourly
Anthony Castaldi Covenant Wealth Advisors Richmond Not listed Percentage of assets
Asa Graves Graves Light Lenhart Private Wealth Management Harrisonburg CFA Percentage of assets
Ashley Owens 11 Financial Gretna Not listed Percentage of assets, Hourly
Austin Brockenbrough IV Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Axel Bellars Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Brad Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Brenda Morris Humane Investing Glen Allen CFP Percentage of assets
Cameron Malekuti Covenant Wealth Advisors Richmond Not listed Percentage of assets
Charles Caravati Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Charles Gibbons KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Christopher Brown Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Christopher Culbertson Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Christopher Dion Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Daniel Seltzer Arrow Wealth Advisors Lynchburg CFP Percentage of assets, Hourly
David Budinger Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
David Lyons Brockenbrough Richmond CFA Percentage of assets, Fixed fees
David Miller Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Donald Heishman Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Elizabeth Sharp Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Eric Montemaggi Aurora Pointe Capital Mclean CFP, CFA Percentage of assets, Fixed fees
Evan Moog Wills Financial Group Richmond CFA Percentage of assets, Hourly
Evgeniy Yashin Signet Financial Management of Southwest Florida Sterling CFA Percentage of assets, Hourly
Hugh Quinn Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Hunter Adams Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Jacob Fleming Solitude Financial Charlottesville CFP Percentage of assets, Hourly
Jennifer Berdell Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
John Bowers Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Jonathan Cox Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Joseph Jennings Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Joseph Van Name Advisors Financial Mclean CFP Percentage of assets, Hourly
Justin Souder Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Karen Monborne Advisors Financial Mclean CFP Percentage of assets, Hourly
Karrie Thomas Nautilus Financial Group Virginia Beach CFP Hourly
Katherine Fonville Covenant Wealth Advisors Richmond Not listed Percentage of assets
Kenneth Robinson KCR Wealth Management Reston CFP Percentage of assets, Hourly
Kevin Deans KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Kyler Stephens Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia