Fee-only financial advisors in Falls Church, Virginia
Which fee-only financial advisor should I talk to in Falls Church?
Start with a fee-only advisor in Falls Church whose record matches what you need, then check their fees and SEC record before you call. Records to start with include David Trenner of D'Orazio & Associates, Jing Zheng of Neat Financial Planning, LLC and Samer Eshmawy of Azzad Asset Management, 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.
- David Trenner D'Orazio & Associates Holds the CFP and CPA. Fees on file: fixed fees.
- Jing Zheng Neat Financial Planning, LLC Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Samer Eshmawy Azzad Asset Management Holds the CFP. Fees on file: percentage of assets.
- Naima Bush Fruitful Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Karen Blair CJM Wealth Advisers Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Scott Marx SMP Financial Planning Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 29
- Firms
- 8
- Hold the CFP
- 69%
- Other credentials: CPA 3% · EA 3% · ChFC 3%
- How they charge (of 29 with fees on file): percentage of assets 90% · fixed fees 55% · hourly 7% · ongoing planning fee 3%
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 Falls Church by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in Falls Church
How many fee-only advisors in Falls Church are there?
The Wellspent public graph lists 29 fee-only advisors in Falls Church, at 8 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Falls Church focus on?
The most common focus among fee-only advisors in Falls Church is retirement planning (23), followed by estate planning (22) and tax planning (22). Advisors can list more than one.
How do fee-only advisors in Falls Church charge?
The most common fee among fee-only advisors in Falls Church is a percentage of assets, used by 90% of the 29 with fees on file. Many use more than one: 55% charge fixed fees and 7% 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 Falls Church hold the CFP?
69% of the 29 fee-only advisors in Falls Church 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 Falls Church?
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 29 advisors in Falls Church
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Anthony Jones | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Atta Khan | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Ayman Khalil | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Bashar Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Brian Jones | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| David Greene | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Griffin Baker | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Jessica Ness | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Joshua Brockwell | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Karen Blair | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Parker Trasborg | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Tina Babicz | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Tracey Baker | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Naima Bush | Fruitful | Falls Church | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Scott Marx | SMP Financial Planning | Falls Church | CFP | Percentage of assets, Hourly |
| David Trenner | D'Orazio & Associates | Falls Church | CFP, BS, CPA, JD | Fixed fees |
| Jing Zheng | Neat Financial Planning, LLC | Falls Church | CFP, MBA, EA | Percentage of assets, Hourly |
| Mary Price | CJM Wealth Advisers | Falls Church | Not listed | Percentage of assets, Fixed fees |
| Paul Harney | CJM Wealth Advisers | Falls Church | Not listed | Percentage of assets, Fixed fees |
| Jennifer Vanlandingham | D'orazio Wealth Advisors | Falls Church | CFP | Fixed fees |
| Joseph Dorazio | D'orazio Wealth Advisors | Falls Church | CFP | Fixed fees |
| Christopher Passarelli | Bull RUN Investment Management | Falls Church | Not listed | Percentage of assets |
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