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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
Lindsay Shetterly Glassman Wealth Vienna Not listed Percentage of assets, Fixed fees
Lisa Pendley 8th Street Investments Alexandria CFP Hourly, Flat fee or retainer
Marjun Tare Selective Wealth Management Forest CFP Percentage of assets
Mark Eid Acts Financial Advisors Mclean Not listed Percentage of assets, Hourly
Mark Herman Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Martin King Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Matthew Dawson Rede Wealth Charlottesville CFP Percentage of assets, Fixed fees
Matthew Turner Selective Wealth Management Forest CFP Percentage of assets
Micah Reish Crestone Financial Advisors Broadway Not listed Percentage of assets, Flat fee or retainer
Michael Miles Variplan Vienna CFP Hourly, Fixed fees
Michael Wakeham Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Michael Whitney Solitude Financial Charlottesville CFP Percentage of assets, Hourly
Miles Laubinger Potomac Wealth Management Great Falls CFA Percentage of assets, Hourly
Mitchell Law Arrow Wealth Advisors Lynchburg CFP Percentage of assets, Hourly
Nevin Kaul Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
Paige Ryan NorthStar Asset Management Charlottesville CFP Percentage of assets
Panagiotis Plevritis Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Patricia Houlihan Houlihan Financial Resource Group Ashburn CFP Percentage of assets, Hourly
Peter Walls Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
Richard Czechowski WS Wealth Management Washington CFP Percentage of assets, Fixed fees
Robert Burke Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Robert Wigfield Selective Wealth Management Forest CFP Percentage of assets
Ronald Whitley Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Sean Tyll Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Shannon Ware Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Stephen Chang Acts Financial Advisors Mclean Not listed Percentage of assets, Hourly
Steven Brandt Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Temiloluwa Adesodun Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Theron Weimer KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Timothy Flanigan Brown | Miller Wealth Management Mclean CFP Percentage of assets, Hourly
Trent Tarnstrom Selective Wealth Management Forest CFP Percentage of assets
Tricia Lepofsky KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Ty Bilderback Solitude Financial Charlottesville CFP, CFA Percentage of assets, Hourly
Tyler Weerden Layered Financial Arlington Not listed Flat fee or retainer, One-time planning fee
Wesley Stien Lodestar Financial Management Arlington CFP Flat fee or retainer
William Cameron Third Millennium Advisors Barboursville CFP Percentage of assets, Hourly
William Claiborne Brockenbrough Richmond CFA Percentage of assets, Fixed fees
William McCaffrey Glassy Mountain Advisors Arlington CFP Percentage of assets
William Taylor Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
Zachary Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Aaron Clarke Heritage Financial Gainesville CFP Percentage of assets, Hourly
Aaron Zitalone Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Abram Shearer Strategent Financial Harrisonburg CFP Percentage of assets, Hourly
Alan Broderick Bay Rivers Group Wealth Partners Williamsburg CFP Percentage of assets, Hourly
Alyssa Lum Luminate Financial Planning Sterling CFP, MBA Percentage of assets, Hourly
Andrew Lam Strategent Financial Harrisonburg CFP, CFA Percentage of assets, Hourly
Arthur Hall StrategicGlobal South Riding Not listed Percentage of assets, Hourly
Benjamin Wood BDC Capital Management Glen Allen Not listed Percentage of assets, Hourly
Bruce Lemley Bay Rivers Group Wealth Partners Williamsburg CFP Percentage of assets, Hourly
Camille Svitek Evermay Wealth Management Arlington CFA, CFP, JD, CPA Percentage of assets, Fixed fees

Firms headquartered in Virginia (305)

All 305 firms in Virginia