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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
Cathleen Phelps Monument Wealth Management Alexandria Not listed Percentage of assets
Chad Williamson Gratus Wealth Advisors Virginia Beach CFP Percentage of assets, Hourly
Charles Brinkman Integrity Investing Daleville ChFC Percentage of assets, Hourly
Charles Lucy Bay Rivers Group Wealth Partners Williamsburg CFP Percentage of assets, Hourly
Charlotte Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Cheri Poston Gratus Wealth Advisors Virginia Beach CFP Percentage of assets, Hourly
Christopher Williams Capital Fiduciary Advisors Ashburn Not listed Percentage of assets, Hourly
Claire Emory Clarity Financial Planning Arlington CFA, CFP, MA, MBA Fixed fees
Crawford Ulmer Ulmer Financial Charlottesville CFP, EA Percentage of assets, Hourly
Curtis Sheldon C.L. Sheldon & Company, LLC Alexandria AIF, CFP, EA, MBA Hourly, Fixed fees
Dale Lam Strategent Financial Harrisonburg CFP, PFS Percentage of assets, Hourly
Dan Joss Joss Brown Wealth Advisors Group, LLC Williamsburg CFP, MBA, RLP Percentage of assets, Hourly
Daniel Rowe Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Daniel Thornton Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
David Butler Verus Financial Partners Richmond Not listed Percentage of assets
David Hainsworth David N. Hainsworth, CPA Fairfax CFP Percentage of assets, Hourly
David O'Neill Heritage Financial Gainesville CFP Percentage of assets, Hourly
David Trenner D'Orazio & Associates Falls Church CFP, BS, CPA, JD Fixed fees
Davis Barry Enriched Advice, LLC Richmond CFP Percentage of assets, Hourly
Edward Zywien Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Eric Fitzgerald Alpha Omega Wealth Management Richmond CFP Percentage of assets, Hourly
Evelyn Ovando-Flores Omega Wealth Management Arlington Not listed Percentage of assets, Hourly
Gary Schlaffer Alexander Randolph Advisory Reston Not listed Percentage of assets, Hourly
Howard Cranford Sturman Wealth Advisors Charlottesville CFP Percentage of assets, Fixed fees
Jamie Lynn Byram Peace Within Financial Counseling, LLC Blacksburg AFC, CFP, MA, MBA Not listed
Jeffrey Mussatt CrossGrain Family Invesments Henrico CFP, CPA Not listed
Jennifer Denner Professional Financial Solutions, LLC Fairfax CFP, CPA Percentage of assets, Hourly
Jing Zheng Neat Financial Planning, LLC Falls Church CFP, MBA, EA Percentage of assets, Hourly
John Fiege Financial Solutions Onancock CFP Percentage of assets, Hourly
Johnny Medina RidgeOak Wealth Arlington Not listed Percentage of assets
Jonathan Weatherly Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Joshua Zins Plandeavor Arlington Not listed Ongoing planning fee, One-time planning fee
Juan Dager Vancampenhoud TitanRex Arlington Not listed Percentage of assets, Hourly
Julie Waitman Verus Financial Partners Richmond Not listed Percentage of assets
Justin Lopez Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Kaitlyn Kocuba Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Katie Cannon Money Pilot Financial Advisor LLC Radiant CFP Not listed
Kelly Barrow Cedar Grove Financial Planning Oakton CFP One-time planning fee
Kira Topeka Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Kristan Anderson West Financial Services, Inc. McLean CEBS, CFP, CPWA Percentage of assets, Hourly
Lauren Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Lauren Zangardi Haynes Spark Financial Advisors Richmond CFP, CIMA Percentage of assets, Hourly
Leland Gross PeaceLink Financial Planning LLC Virginia Beach CFP, EA Percentage of assets, Hourly
Lily Poy Iconic Wealth Management Fairfax CFP Percentage of assets, Fixed fees
Lindsey Hadfield Verus Financial Partners Richmond Not listed Percentage of assets
Louis Leyes Stages Planning Group Virginia Beach Not listed Ongoing planning fee, Percentage of assets
Lucas Hodge Monument Wealth Management Alexandria Not listed Percentage of assets
Maria Bolanos Wong Manchester Capital Management Charlottesville Not listed Percentage of assets, Fixed fees
Maria Lavrentyeva BDC Capital Management Glen Allen Not listed Percentage of assets, Hourly
Marjorie Burnett MAB Financial Planning Arlington CFP, CPA, JD, RLP Hourly, Fixed fees

Firms headquartered in Virginia (305)

All 305 firms in Virginia