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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
Mark Tekamp Heritage Wealth Management Group Norfolk Not listed Percentage of assets, Fixed fees
Mary Price CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Matthew Shaia Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Michael Shea 8th Street Investments Alexandria CFA Hourly, Flat fee or retainer
Patrick Knowles The Knowles Company Oakton Not listed Percentage of assets, Hourly
Paul Harney CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Rachel Potters OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Richard Skeppstrom Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Scot Morris Z3 Capital Partners Richmond Not listed Percentage of assets
Sean Palmer Rechter Wealth Management Clifton Not listed Percentage of assets, One-time planning fee
Todd Shears BlueSail Advisors Mclean Not listed Ongoing planning fee
Tracy Shackelford Tenzing Financial Williamsburg Not listed Percentage of assets, Fixed fees
Walter Robertson Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Alexander Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Anne Umbarger MontVue Capital Management Lynchburg Not listed Percentage of assets, One-time planning fee
Casey Bibb Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Christopher Blackwell MontVue Capital Management Lynchburg Not listed Percentage of assets, One-time planning fee
Cory Nichols Yes Life Financial Glen Allen Not listed Percentage of assets
Cristina Munteanu Craftwork Capital Alexandria Not listed One-time planning fee
David Mucciaro Genesis by Doxa Arlington Not listed Percentage of assets
David Sherwood Evanson Asset Management Mclean Not listed Ongoing planning fee, One-time planning fee
Douglas Birnie Piedmont Wealth Advisory Reston Not listed Flat fee or retainer
Francisco Anguita Veliz Amauta Alexandria Not listed Percentage of assets
Jimmy Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
John Mumper Patina Wealth Richmond Not listed Percentage of assets
Justin Ellison Demand Wealth Oakton Not listed Percentage of assets
Kelly Cappello Argo Wealth Advisory Mclean Not listed Percentage of assets, Fixed fees
Linwood Fraher Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Maegan Cahoon Weisert Investment Services Virginia Beach Not listed Percentage of assets
Michael Burns Campion Asset Management Fairfax CFA Percentage of assets, Hourly
Michael Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Owen Lyons Demand Wealth Potomac Falls Not listed Percentage of assets
Philip Swann Well-Planned Financial Staunton Not listed Percentage of assets, Fixed fees
Robert Gillispie Yes Life Financial Glen Allen Not listed Percentage of assets
Robert Moore Everman Wealth & Prosperity Fairfax Station Not listed Ongoing planning fee
Samuel Benson Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Samuel Harris Patina Wealth Crozet Not listed Percentage of assets
Sarah Burnett MontVue Capital Management Lynchburg Not listed Percentage of assets, One-time planning fee
Sean Miller Miller Asset Solutions Charlottesville Not listed Percentage of assets
Terence Burns Campion Asset Management Fairfax CFA Percentage of assets, Hourly
Theodore Doll Health & Wealth Works Henrico Not listed Percentage of assets, Hourly
Theresa Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Timothy Brinkman Integrity Investing Daleville Not listed Percentage of assets, Hourly
Xavier Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Brian Liedstrand Selective Wealth Management Forest Not listed Percentage of assets
Brittany Heath Brown | Miller Wealth Management Mclean Not listed Percentage of assets, Hourly
Carlton Fitch Houlihan Financial Resource Group Ashburn Not listed Percentage of assets, Hourly
David Mulhearn Advisors Financial Mclean Not listed Percentage of assets, Hourly
Edward Dudley SEM Wealth Management New Kent Not listed Percentage of assets
Gene Kowalski Solitude Financial Charlottesville Not listed Percentage of assets, Hourly

Firms headquartered in Virginia (305)

All 305 firms in Virginia