Fee-only financial advisors in Alexandria, Virginia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Curtis Sheldon C.L. Sheldon & Company, LLC Holds the CFP and EA. Fees on file: hourly, fixed fees.
- Stephen Jacobson Verdence Capital Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Ross Anderson Craftwork Capital Holds the CFP. Fees on file: one-time planning fee.
- Kyle Packard Packard Wealth Strategies Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Michael Shea 8th Street Investments Holds the CFA. Fees on file: hourly, flat fee or retainer.
- Emily Harper Monument Wealth Management Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 42
- Firms
- 23
- Hold the CFP
- 40%
- Other credentials: CFA 14% · EA 2% · ChFC 2%
- How they charge (of 42 with fees on file): percentage of assets 86% · fixed fees 45% · hourly 36% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Alexandria by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in Alexandria
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.
All 42 advisors in Alexandria
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Wade Brittingham | Stock Plan Advisory Group LLC | Alexandria | CFP | Percentage of assets, Ongoing planning fee |
| Tom Massie | Massie Financial Planning | Alexandria | CFP | Percentage of assets, Flat fee or retainer |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Bianca San | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Dean Catino | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Emily Harper | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| David Armstrong | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
| David Nelson | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
| Edward Anderson III | ClearVue Financial | Alexandria | CFP | One-time planning fee, Ongoing planning fee |
| Ross Anderson | Craftwork Capital | Alexandria | CFP | One-time planning fee |
| Alessandro D'Agaro | D'Agaro Financial Advisory | Alexandria | CFA | Percentage of assets, Hourly |
| Lisa Pendley | 8th Street Investments | Alexandria | CFP | Hourly, Flat fee or retainer |
| Mark Herman | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Ronald Whitley | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Steven Brandt | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Cathleen Phelps | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Curtis Sheldon | C.L. Sheldon & Company, LLC | Alexandria | AIF, CFP, EA, MBA | Hourly, Fixed fees |
| Lucas Hodge | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Nathan Tonsager | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Paula Pass | Arkagos Advisors and Asset Management | Alexandria | CFP | Percentage of assets, 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 |
| Michael Shea | 8th Street Investments | Alexandria | CFA | Hourly, Flat fee or retainer |
| Cristina Munteanu | Craftwork Capital | Alexandria | Not listed | One-time planning fee |
| Francisco Anguita Veliz | Amauta | Alexandria | Not listed | Percentage of assets |
| Angela Barbour | Arkagos Advisors and Asset Management | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Jessica Metso | Arkagos Advisors and Asset Management | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Stephen Memery | Iconic Wealth Management | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Tiffany Blackburn | Arkagos Advisors and Asset Management | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Daniel Sendi | Portfolio Advisory Group | Alexandria | CFP | Percentage of assets, Hourly |
| David Sendi | Portfolio Advisory Group | Alexandria | CFP | Percentage of assets, Hourly |
| Harry Gaskin | G, G, & M Financial Goals | Alexandria | CFP | Percentage of assets, Hourly |
| Thomas Massie | Massie Financial Planning | Alexandria | CFP | Percentage of assets, Fixed fees |
| Robert Long | Westbourne Investments | Alexandria | CFA | Percentage of assets, Fixed fees |
| Garo Partoyan | Potomac Wealth Strategies | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Girum Tesfaye | Tesfaye O'neill Financial | Alexandria | Not listed | Percentage of assets |
| Henry Pramov | Westbourne Investments | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Juliana O'Neill | Tesfaye O'neill Financial | Alexandria | Not listed | Percentage of assets |
| Kimberly Weihbrecht | Atwood Financial Planning | Alexandria | Not listed | Hourly, Fixed fees |
| Mark Katz | Katz Family Financial Advisors | Alexandria | Not listed | Percentage of assets |
| Michael Delcolliano | Westbourne Investments | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Richard Stone | Quantum Financial Advisors | Alexandria | Not listed | Percentage of assets, Hourly |
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