# Fee-only financial advisors in Alexandria, Virginia > Start with a fee-only advisor in Alexandria whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Curtis Sheldon of C.L. Sheldon & Company, LLC, Stephen Jacobson of Verdence Capital Advisors and Ross Anderson of Craftwork Capital, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/virginia/alexandria/ 42 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Alexandria? Start with a fee-only advisor in Alexandria whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Curtis Sheldon of C.L. Sheldon & Company, LLC, Stephen Jacobson of Verdence Capital Advisors and Ross Anderson of Craftwork Capital, chosen for their credentials and fees on file. ## How many fee-only advisors in Alexandria are there? The Wellspent public graph lists 42 fee-only advisors in Alexandria, at 23 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Alexandria focus on? The most common focus among fee-only advisors in Alexandria is retirement planning (16), followed by estate planning (14) and tax planning (14). Advisors can list more than one. ## How do fee-only advisors in Alexandria charge? The most common fee among fee-only advisors in Alexandria is a percentage of assets, used by 86% of the 42 with fees on file. Many use more than one: 45% charge fixed fees and 36% charge by the hour. ## How much do fee-only financial advisors charge in Alexandria? Fee-only financial advisors in Alexandria charge a median of $4,992 a year for ongoing planning. We found this across the published prices of 5 Alexandria firms. ## How many fee-only advisors in Alexandria hold the CFP? 40% of the 42 fee-only advisors in Alexandria hold the CFP certification, based on the credentials listed on each record. ## Does Virginia tax income on top of federal tax? Yes. Virginia has a state income tax, so a financial plan for a Virginia resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Alexandria? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Wade Brittingham](https://find.wellspent.co/advisors/wade-brittingham.md) | Stock Plan Advisory Group LLC | Alexandria, Virginia | CFP | Percentage of assets, Ongoing planning fee | | [Tom Massie](https://find.wellspent.co/advisors/tom-massie.md) | Massie Financial Planning | Alexandria, Virginia | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Kyle Packard](https://find.wellspent.co/advisors/kyle-packard.md) | Packard Wealth Strategies | Alexandria, Virginia | CFP, ChFC | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Bianca San](https://find.wellspent.co/advisors/bianca-san.md) | Monument Wealth Management | Alexandria, Virginia | CFP | Percentage of assets | | [Dean Catino](https://find.wellspent.co/advisors/dean-catino.md) | Monument Wealth Management | Alexandria, Virginia | CFP | Percentage of assets | | [Emily Harper](https://find.wellspent.co/advisors/emily-harper.md) | Monument Wealth Management | Alexandria, Virginia | CFP | Percentage of assets | | [David Armstrong](https://find.wellspent.co/advisors/david-armstrong.md) | Monument Wealth Management | Alexandria, Virginia | CFA | Percentage of assets | | [David Nelson](https://find.wellspent.co/advisors/david-nelson-1575597.md) | Monument Wealth Management | Alexandria, Virginia | CFA | Percentage of assets | | [Edward Anderson III](https://find.wellspent.co/advisors/edward-anderson-iii.md) | ClearVue Financial | Alexandria, Virginia | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Ross Anderson](https://find.wellspent.co/advisors/ross-anderson.md) | Craftwork Capital | Alexandria, Virginia | CFP | One-time planning fee | | [Alessandro D'Agaro](https://find.wellspent.co/advisors/alessandro-d-agaro.md) | D'Agaro Financial Advisory | Alexandria, Virginia | CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Lisa Pendley](https://find.wellspent.co/advisors/lisa-pendley.md) | 8th Street Investments | Alexandria, Virginia | CFP | Hourly, Flat fee or retainer | | [Mark Herman](https://find.wellspent.co/advisors/mark-herman.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Ronald Whitley](https://find.wellspent.co/advisors/ronald-whitley.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Steven Brandt](https://find.wellspent.co/advisors/steven-brandt.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Cathleen Phelps](https://find.wellspent.co/advisors/cathleen-phelps.md) | Monument Wealth Management | Alexandria, Virginia | | Percentage of assets | | [Curtis Sheldon](https://find.wellspent.co/advisors/curtis-sheldon.md) | C.L. Sheldon & Company, LLC | Alexandria, Virginia | AIF, CFP, EA, MBA | Hourly, Fixed fees | | [Lucas Hodge](https://find.wellspent.co/advisors/lucas-hodge.md) | Monument Wealth Management | Alexandria, Virginia | | Percentage of assets | | [Nathan Tonsager](https://find.wellspent.co/advisors/nathan-tonsager.md) | Monument Wealth Management | Alexandria, Virginia | | Percentage of assets | | [Paula Pass](https://find.wellspent.co/advisors/paula-pass.md) | Arkagos Advisors and Asset Management | Alexandria, Virginia | CFP | Percentage of assets, Fixed fees | | [Stephen Jacobson](https://find.wellspent.co/advisors/stephen-jacobson.md) | Verdence Capital Advisors | Alexandria, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Wesling](https://find.wellspent.co/advisors/timothy-wesling.md) | Wesling Financial Planning Services Corp. | Alexandria, Virginia | AIF, CDFA, CFP, CMFC | Percentage of assets, Hourly, Fixed fees | | [Michael Shea](https://find.wellspent.co/advisors/michael-shea-5196575.md) | 8th Street Investments | Alexandria, Virginia | CFA | Hourly, Flat fee or retainer | | [Cristina Munteanu](https://find.wellspent.co/advisors/cristina-munteanu.md) | Craftwork Capital | Alexandria, Virginia | | One-time planning fee | | [Francisco Anguita Veliz](https://find.wellspent.co/advisors/francisco-anguita-veliz.md) | Amauta | Alexandria, Virginia | | Percentage of assets | | [Angela Barbour](https://find.wellspent.co/advisors/angela-barbour.md) | Arkagos Advisors and Asset Management | Alexandria, Virginia | | Percentage of assets, Fixed fees | | [Jessica Metso](https://find.wellspent.co/advisors/jessica-metso.md) | Arkagos Advisors and Asset Management | Alexandria, Virginia | | Percentage of assets, Fixed fees | | [Stephen Memery](https://find.wellspent.co/advisors/stephen-memery.md) | Iconic Wealth Management | Alexandria, Virginia | | Percentage of assets, Fixed fees | | [Tiffany Blackburn](https://find.wellspent.co/advisors/tiffany-blackburn.md) | Arkagos Advisors and Asset Management | Alexandria, Virginia | | Percentage of assets, Fixed fees | | [Daniel Sendi](https://find.wellspent.co/advisors/daniel-sendi.md) | Portfolio Advisory Group | Alexandria, Virginia | CFP | Percentage of assets, Hourly | | [David Sendi](https://find.wellspent.co/advisors/david-sendi.md) | Portfolio Advisory Group | Alexandria, Virginia | CFP | Percentage of assets, Hourly | | [Harry Gaskin](https://find.wellspent.co/advisors/harry-gaskin.md) | G, G, & M Financial Goals | Alexandria, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Massie](https://find.wellspent.co/advisors/thomas-massie.md) | Massie Financial Planning | Alexandria, Virginia | CFP | Percentage of assets, Fixed fees | | [Robert Long](https://find.wellspent.co/advisors/robert-long.md) | Westbourne Investments | Alexandria, Virginia | CFA | Percentage of assets, Fixed fees | | [Garo Partoyan](https://find.wellspent.co/advisors/garo-partoyan.md) | Potomac Wealth Strategies | Alexandria, Virginia | | Percentage of assets, Fixed fees | | [Girum Tesfaye](https://find.wellspent.co/advisors/girum-tesfaye.md) | Tesfaye O'neill Financial | Alexandria, Virginia | | Percentage of assets | | [Henry Pramov](https://find.wellspent.co/advisors/henry-pramov.md) | Westbourne Investments | Alexandria, Virginia | | Percentage of assets, Fixed fees | | [Juliana O'Neill](https://find.wellspent.co/advisors/juliana-o-neill.md) | Tesfaye O'neill Financial | Alexandria, Virginia | | Percentage of assets | | [Kimberly Weihbrecht](https://find.wellspent.co/advisors/kimberly-weihbrecht.md) | Atwood Financial Planning | Alexandria, Virginia | | Hourly, Fixed fees | | [Mark Katz](https://find.wellspent.co/advisors/mark-katz.md) | Katz Family Financial Advisors | Alexandria, Virginia | | Percentage of assets | | [Michael Delcolliano](https://find.wellspent.co/advisors/michael-delcolliano.md) | Westbourne Investments | Alexandria, Virginia | | Percentage of assets, Fixed fees | | [Richard Stone](https://find.wellspent.co/advisors/richard-stone.md) | Quantum Financial Advisors | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).