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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
Meagan Roberts Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Meredith Jones Allvet Financial Manakin Sabot Not listed Ongoing planning fee, Percentage of assets
Michelle Fulcher Verus Capital Partners South Boston Not listed Percentage of assets, Hourly
Mikai Thomas Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Mitchell Martin Mitchell Advisory, Inc. McLean CFP, MBA Percentage of assets, Hourly
Nathan Tonsager Monument Wealth Management Alexandria Not listed Percentage of assets
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Nicholas Caramanica Arlington Wealth Planning, LLC Arlington CFP, MBA, PMP Percentage of assets, Hourly
Nicholas Joseph Sentinel Wealth Management Reston Not listed Percentage of assets, Fixed fees
Noelle Moser Verus Financial Partners Richmond Not listed Percentage of assets
Paul Collinson Legacy Planning Advisors, LLC Arlington CFP, MBA Hourly, Fixed fees
Paula Pass Arkagos Advisors and Asset Management Alexandria CFP Percentage of assets, Fixed fees
Phillip Saunders Joss Brown Wealth Advisors Newport News CFP, CKA, CSA, MBA Percentage of assets, Hourly
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Robert Lee Genesis by Doxa Arlington CFA Percentage of assets
Roberta Keller Alexis Advisors Richmond Not listed Percentage of assets, Hourly
Roger Crook Altura Wealth Advisors Virginia Beach CFP, ChFC Percentage of assets, Fixed fees
Shaobo Li Dominguez Wealth Management Solutions Williamsburg Not listed Percentage of assets, Hourly
Stephen Fletcher EVOadvisers Irvington CFP, CIMA, MBA, FPQP Fixed fees
Stephen Jacobson Verdence Capital Advisors Alexandria CFP, CFA Percentage of assets, Hourly
Timothy Wesling Wesling Financial Planning Services Corp. Alexandria AIF, CDFA, CFP, CMFC Percentage of assets, Hourly
Todd Sturman Sturman Wealth Advisors Charlottesville CFP Percentage of assets, Fixed fees
Travis Johnson Generational Private Wealth Ashburn CFP Percentage of assets
Wendell Fuller Fuller Wealth Advisors, Inc. North Chesterfield CFP Percentage of assets, Hourly
Wesley Cullinane Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Will Gibson Bay Rivers Group Wealth Partners Williamsburg CFP, CFA Percentage of assets, Hourly
Zuzanna Kaczmarek Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Alicia Borghi Z3 Capital Partners Richmond Not listed Percentage of assets
Amy Showalter Arbor Private Wealth Ashburn Not listed Percentage of assets, Fixed fees
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Asa Graves Graves Light Lenhart Private Wealth Management Harrisonburg Not listed Percentage of assets
Austin Brockenbrough III Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Brae Beggs OLIO Financial Planning Mclean Not listed Ongoing planning fee
Brian Davet R & J Financial Partners Winchester PFS Percentage of assets, Hourly
Bryan Thomas Financial Solutions Oak Hill Not listed Hourly
Cassandra Conte Taylor Financial Group Roanoke Not listed Percentage of assets, Fixed fees
Christopher Devlin Selective Wealth Management Forest CFA Percentage of assets
Clifton Rutherford R & J Financial Partners Winchester PFS Percentage of assets, Hourly
Gareth Mancini Z3 Capital Partners Richmond Not listed Percentage of assets
Geoffrey Sirhal CharMarLine Wealth Management Lynchburg Not listed Percentage of assets
Grace Choi Wills Financial Group Richmond Not listed Percentage of assets, Hourly
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee
Jason Fink Graves Light Lenhart Private Wealth Management Harrisonburg Not listed Percentage of assets
John Rathnam Rathnam Capital Leesburg CFA Percentage of assets, Hourly
Jonathan Wagner WS Wealth Management Washington CFA Percentage of assets, Fixed fees
Joseph Turkal Sierra Hotel Financial Triangle Not listed Percentage of assets, Fixed fees
Kelly Ryan OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Kevin Schiedel Simplified Retirement Charlottesville Not listed Flat fee or retainer, One-time planning fee
Kurt Laubinger Potomac Wealth Management Great Falls Not listed Percentage of assets, Hourly
Mark Castonguay American Financial Planning Yorktown Not listed Flat fee or retainer, One-time planning fee

Firms headquartered in Virginia (305)

All 305 firms in Virginia