Fee-only financial advisors in Arlington, Virginia
Which fee-only financial advisor should I talk to in Arlington?
Start with a fee-only advisor in Arlington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Camille Svitek of Evermay Wealth Management, Marjorie Burnett of MAB Financial Planning and Claire Emory of Clarity Financial Planning, 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.
- Camille Svitek Evermay Wealth Management Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Marjorie Burnett MAB Financial Planning Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Claire Emory Clarity Financial Planning Holds the CFP and CFA. Fees on file: fixed fees.
- Marc Wehmeyer Praetorian Guard Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Robert Lee Genesis by Doxa Holds the CFA. Fees on file: percentage of assets.
- Bill Nelson Pacesetter Planning LLC Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 39
- Firms
- 31
- Hold the CFP
- 72%
- Other credentials: CFA 10% · CPA 5% · EA 3%
- How they charge (of 39 with fees on file): percentage of assets 67% · hourly 62% · fixed fees 46% · flat fee or retainer 13%
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 Arlington by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in Arlington
How many fee-only advisors in Arlington are there?
The Wellspent public graph lists 39 fee-only advisors in Arlington, at 31 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Arlington focus on?
The most common focus among fee-only advisors in Arlington is estate planning (12), followed by retirement planning (11) and tax planning (11). Advisors can list more than one.
How do fee-only advisors in Arlington charge?
The most common fee among fee-only advisors in Arlington is a percentage of assets, used by 67% of the 39 with fees on file. Many use more than one: 62% charge by the hour and 46% charge fixed fees.
How much do fee-only financial advisors charge in Virginia?
Fee-only financial advisors in Virginia charge a median of $4,992 a year for ongoing planning. We found this across the published prices of 25 Virginia firms.
How many fee-only advisors in Arlington hold the CFP?
72% of the 39 fee-only advisors in Arlington 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 Arlington?
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 39 advisors in Arlington
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Bill Nelson | Pacesetter Planning LLC | Arlington | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| Anthony Reynolds | CoreTegic Capital Wealth Management | Arlington | CFP, ChFC, MBA | Percentage of assets, Hourly |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Jhonny Merida Soto | Glassman Wealth | Arlington | CFP | Percentage of assets, Fixed fees |
| Christopher DeLeon | Plandeavor | Arlington | CFP | Ongoing planning fee, One-time planning fee |
| Davis Gardner | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Jared Jones | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Jessica Gibbs | Monument Wealth Management | Arlington | CFP | Percentage of assets |
| Lisa Kirchenbauer | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Marc Wehmeyer | Praetorian Guard Wealth Management | Arlington | CFP | Percentage of assets |
| Matthew Trogdon | Craftwork Capital | Arlington | CFP | One-time planning fee |
| Tyler Weerden | Layered Financial | Arlington | Not listed | Flat fee or retainer, One-time planning fee |
| Wesley Stien | Lodestar Financial Management | Arlington | CFP | Flat fee or retainer |
| William McCaffrey | Glassy Mountain Advisors | Arlington | CFP | Percentage of assets |
| Camille Svitek | Evermay Wealth Management | Arlington | CFA, CFP, JD, CPA | Percentage of assets, Fixed fees |
| Claire Emory | Clarity Financial Planning | Arlington | CFA, CFP, MA, MBA | Fixed fees |
| Evelyn Ovando-Flores | Omega Wealth Management | Arlington | Not listed | Percentage of assets, Hourly |
| Johnny Medina | RidgeOak Wealth | Arlington | Not listed | Percentage of assets |
| Joshua Zins | Plandeavor | Arlington | Not listed | Ongoing planning fee, One-time planning fee |
| Juan Dager Vancampenhoud | TitanRex | Arlington | Not listed | Percentage of assets, Hourly |
| Marjorie Burnett | MAB Financial Planning | Arlington | CFP, CPA, JD, RLP | Hourly, Fixed fees |
| Nicholas Caramanica | Arlington Wealth Planning, LLC | Arlington | CFP, MBA, PMP | Percentage of assets, Hourly |
| Paul Collinson | Legacy Planning Advisors, LLC | Arlington | CFP, MBA | Hourly, Fixed fees |
| Robert Lee | Genesis by Doxa | Arlington | CFA | Percentage of assets |
| David Mucciaro | Genesis by Doxa | Arlington | Not listed | Percentage of assets |
| Amy Spalding | District Capital Management | Arlington | CFP | Percentage of assets, Hourly |
| Bruce Matlock | Emerald Investments | Arlington | CFP | Percentage of assets, Hourly |
| Dixie Butler | U.s. Advisors | Arlington | CFP | Percentage of assets, Hourly |
| Gillian Curran | Prospect Financial Group | Arlington | CFP | Percentage of assets, Hourly |
| Kayla Welte | District Capital Management | Arlington | CFP, ChFC | Percentage of assets, Hourly |
| Michele Bush | Prospect Financial Group | Arlington | CFP | Percentage of assets, Hourly |
| Paul Cocozza | Cocozza Financial Planning | Arlington | CFP | Hourly |
| William Nelson | Pacesetter Planning | Arlington | CFP | Percentage of assets, Hourly |
| Andrew Kalman | Salem Investment Counselors | Arlington | CFA | Percentage of assets, Hourly |
| Brandon Hemmelgarn | Shaker Investments | Arlington | Not listed | Percentage of assets, Performance-based fees |
| Brandon Lloyd | Mountain View Wealth Management | Arlington | Not listed | Percentage of assets |
| Leighton Roper | Net Worth Advisory Services | Arlington | Not listed | Percentage of assets, Hourly |
Want a shorter list in Arlington?
Tell us what you need and we'll narrow Arlington's 39 advisors to the few who fit.
Get matched in 2 minutes