Fee-only financial advisors in Charlottesville, Virginia
Which fee-only financial advisor should I talk to in Charlottesville?
Start with a fee-only advisor in Charlottesville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Peter Tuz of Chase Investment Counsel, Ty Bilderback of Solitude Financial and Crawford Ulmer of Ulmer Financial, 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.
- Peter Tuz Chase Investment Counsel Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Ty Bilderback Solitude Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Crawford Ulmer Ulmer Financial Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- David Marotta Marotta Wealth Management, Inc. Holds the CFP. Fees on file: percentage of assets, hourly.
- Paige Ryan NorthStar Asset Management Holds the CFP. Fees on file: percentage of assets.
- Evan Powers Cypress Financial Planning Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 50
- Firms
- 21
- Hold the CFP
- 38%
- Other credentials: CFA 8% · EA 2%
- How they charge (of 50 with fees on file): percentage of assets 96% · fixed fees 50% · hourly 48% · one-time planning fee 4%
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 Charlottesville by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in Charlottesville
How many fee-only advisors in Charlottesville are there?
The Wellspent public graph lists 50 fee-only advisors in Charlottesville, at 21 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Charlottesville focus on?
The most common focus among fee-only advisors in Charlottesville is tax planning (8), followed by retirement planning (7) and estate planning (5). Advisors can list more than one.
How do fee-only advisors in Charlottesville charge?
The most common fee among fee-only advisors in Charlottesville is a percentage of assets, used by 96% of the 50 with fees on file. Many use more than one: 50% charge fixed fees and 48% charge by the hour.
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 Charlottesville hold the CFP?
38% of the 50 fee-only advisors in Charlottesville 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 Charlottesville?
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 50 advisors in Charlottesville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Marotta | Marotta Wealth Management, Inc. | Charlottesville | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly |
| Alan Nicolette | Nicolette Financial | Charlottesville | CFP | Hourly, Fixed fees |
| Andrew St.Jean | Solitude Financial | Charlottesville | CFP | Percentage of assets, Hourly |
| Jacob Fleming | Solitude Financial | Charlottesville | CFP | Percentage of assets, Hourly |
| Matthew Dawson | Rede Wealth | Charlottesville | CFP | Percentage of assets, Fixed fees |
| Michael Whitney | Solitude Financial | Charlottesville | CFP | Percentage of assets, Hourly |
| Paige Ryan | NorthStar Asset Management | Charlottesville | CFP | Percentage of assets |
| Ty Bilderback | Solitude Financial | Charlottesville | CFP, CFA | Percentage of assets, Hourly |
| Crawford Ulmer | Ulmer Financial | Charlottesville | CFP, EA | Percentage of assets, Hourly |
| Howard Cranford | Sturman Wealth Advisors | Charlottesville | CFP | Percentage of assets, Fixed fees |
| Maria Bolanos Wong | Manchester Capital Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Todd Sturman | Sturman Wealth Advisors | Charlottesville | CFP | Percentage of assets, Fixed fees |
| Kevin Schiedel | Simplified Retirement | Charlottesville | Not listed | Flat fee or retainer, One-time planning fee |
| Alexander Urpi | Emergent Financial Services | Charlottesville | Not listed | Percentage of assets |
| Michael Urpi | Emergent Financial Services | Charlottesville | Not listed | Percentage of assets |
| Sean Miller | Miller Asset Solutions | Charlottesville | Not listed | Percentage of assets |
| Xavier Urpi | Emergent Financial Services | Charlottesville | Not listed | Percentage of assets |
| Gene Kowalski | Solitude Financial | Charlottesville | Not listed | Percentage of assets, Hourly |
| Stephen McNaughton | Rede Wealth | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Caitlin Borland | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Paula Gunter | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Courtney Regan | Marotta Wealth Management | Charlottesville | CFP | Percentage of assets, Hourly |
| Elizabeth Brew | Marotta Wealth Management | Charlottesville | CFP | Percentage of assets, Hourly |
| Elizabeth Horbaly | Marotta Wealth Management | Charlottesville | CFP | Percentage of assets, Hourly |
| Evan Powers | Cypress Financial Planning | Charlottesville | CFP | Percentage of assets, Fixed fees |
| Greg Vairo | Marotta Wealth Management | Charlottesville | CFP | Percentage of assets, Hourly |
| Megan Russell | Marotta Wealth Management | Charlottesville | CFP | Percentage of assets, Hourly |
| Peter Tuz | Chase Investment Counsel | Charlottesville | CFP, CFA | Percentage of assets, Hourly |
| Ryan Daley | Broadpark Advisors | Charlottesville | CFP | Percentage of assets, Hourly |
| David van Roijen | Split Creek LLC DBA Split Creek Capital | Charlottesville | CFA | Percentage of assets, Fixed fees |
| Rodney Sullivan | Vesteer Wealth Management | Charlottesville | CFA | Percentage of assets, Fixed fees |
| Alan Bewley | United Wealth Management | Charlottesville | Not listed | Percentage of assets, Hourly |
| Alan Culbertson | A. N. Culbertson & Company | Charlottesville | Not listed | Percentage of assets |
| Alexander Sullivan | Vesteer Wealth Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Alexandra Goldston | Marotta Wealth Management | Charlottesville | Not listed | Percentage of assets, Hourly |
| Allison Linney | A. N. Culbertson & Company | Charlottesville | Not listed | Percentage of assets |
| Derwood Chase | Chase Investment Counsel | Charlottesville | Not listed | Percentage of assets, Hourly |
| George Payne | A. N. Culbertson & Company | Charlottesville | Not listed | Percentage of assets |
| Harry Zinsser | United Wealth Management | Charlottesville | Not listed | Percentage of assets, Hourly |
| James Brynmor | Marotta Wealth Management | Charlottesville | Not listed | Percentage of assets, Hourly |
| Jeffrey Burton | Sapere Wealth Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Kevin Wells | Sapere Wealth Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Kimberly Voigt | United Wealth Management | Charlottesville | Not listed | Percentage of assets, Hourly |
| Louise Hopkins | Sapere Wealth Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Matthew Borland | A. N. Culbertson & Company | Charlottesville | Not listed | Percentage of assets |
| Orman Kimbrough | A. N. Culbertson & Company | Charlottesville | Not listed | Percentage of assets |
| Robert Klintworth | Chase Investment Counsel | Charlottesville | Not listed | Percentage of assets, Hourly |
| Spencer Garrett | Chase Investment Counsel | Charlottesville | Not listed | Percentage of assets, Hourly |
| Stuart Chase | Chase Investment Counsel | Charlottesville | Not listed | Percentage of assets, Hourly |
| Thomas Contiliano | A. N. Culbertson & Company | Charlottesville | Not listed | Percentage of assets |
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