# Fee-only financial advisors in McLean, Virginia > Start with a fee-only advisor in McLean whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Dan Serra of SageVest Wealth Management, Eric Montemaggi of Aurora Pointe Capital and Eric Hess of Alpha Financial Advisors, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/virginia/mclean/ 48 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 McLean? Start with a fee-only advisor in McLean whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Dan Serra of SageVest Wealth Management, Eric Montemaggi of Aurora Pointe Capital and Eric Hess of Alpha Financial Advisors, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in McLean are there? The Wellspent public graph lists 48 fee-only advisors in McLean, at 17 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in McLean focus on? The most common focus among fee-only advisors in McLean is retirement planning (28), followed by estate planning (12) and retirees (10). Advisors can list more than one. ## How do fee-only advisors in McLean charge? The most common fee among fee-only advisors in McLean is a percentage of assets, used by 83% of the 48 with fees on file. Many use more than one: 75% charge by the hour and 60% 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 McLean hold the CFP? 65% of the 48 fee-only advisors in McLean 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 McLean? 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 | |---|---|---|---|---| | [Dan Serra](https://find.wellspent.co/advisors/dan-serra.md) | SageVest Wealth Management | McLean, Virginia | ADPA, CDFA, CFP, EA | Percentage of assets | | [Eric Hess](https://find.wellspent.co/advisors/eric-hess.md) | Alpha Financial Advisors, LLC | McLean, Virginia | CFP, ChFC, EA | Percentage of assets, Hourly, Fixed fees | | [Andrew Miller](https://find.wellspent.co/advisors/andrew-miller-5522768.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Brian Talbott](https://find.wellspent.co/advisors/brian-talbott.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [John Lienert](https://find.wellspent.co/advisors/john-lienert.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Michael Hughes](https://find.wellspent.co/advisors/michael-hughes.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Spencer Werres](https://find.wellspent.co/advisors/spencer-werres.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee | | [Jason Hemeon](https://find.wellspent.co/advisors/jason-hemeon.md) | Argo Wealth Advisory | Mclean, Virginia | CFP, ChFC | Percentage of assets, Fixed fees | | [Jeffrey Zures](https://find.wellspent.co/advisors/jeffrey-zures.md) | Sanchez & Zures | Mclean, Virginia | CFP | Hourly, Percentage of assets, One-time planning fee | | [Policarpio Sanchez](https://find.wellspent.co/advisors/policarpio-sanchez.md) | Sanchez & Zures | Mclean, Virginia | CFP | Hourly, Percentage of assets, One-time planning fee | | [Amy Hoffman](https://find.wellspent.co/advisors/amy-hoffman.md) | Advisors Financial | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Brown](https://find.wellspent.co/advisors/christopher-brown-2302099.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Miller](https://find.wellspent.co/advisors/david-miller-4506377.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Sharp](https://find.wellspent.co/advisors/elizabeth-sharp.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Montemaggi](https://find.wellspent.co/advisors/eric-montemaggi.md) | Aurora Pointe Capital | Mclean, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Hugh Quinn](https://find.wellspent.co/advisors/hugh-quinn.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Hunter Adams](https://find.wellspent.co/advisors/hunter-adams.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Van Name](https://find.wellspent.co/advisors/joseph-van-name.md) | Advisors Financial | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Karen Monborne](https://find.wellspent.co/advisors/karen-monborne.md) | Advisors Financial | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyler Stephens](https://find.wellspent.co/advisors/kyler-stephens.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Eid](https://find.wellspent.co/advisors/mark-eid.md) | Acts Financial Advisors | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Panagiotis Plevritis](https://find.wellspent.co/advisors/panagiotis-plevritis.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Chang](https://find.wellspent.co/advisors/stephen-chang.md) | Acts Financial Advisors | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Timothy Flanigan](https://find.wellspent.co/advisors/timothy-flanigan.md) | Brown \| Miller Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristan Anderson](https://find.wellspent.co/advisors/kristan-anderson.md) | West Financial Services, Inc. | McLean, Virginia | CEBS, CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Mitchell Martin](https://find.wellspent.co/advisors/mitchell-martin.md) | Mitchell Advisory, Inc. | McLean, Virginia | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Brae Beggs](https://find.wellspent.co/advisors/brae-beggs.md) | OLIO Financial Planning | Mclean, Virginia | | Ongoing planning fee | | [Todd Shears](https://find.wellspent.co/advisors/todd-shears.md) | BlueSail Advisors | Mclean, Virginia | | Ongoing planning fee | | [David Sherwood](https://find.wellspent.co/advisors/david-sherwood.md) | Evanson Asset Management | Mclean, Virginia | | Ongoing planning fee, One-time planning fee | | [Kelly Cappello](https://find.wellspent.co/advisors/kelly-cappello.md) | Argo Wealth Advisory | Mclean, Virginia | | Percentage of assets, Fixed fees | | [Brittany Heath](https://find.wellspent.co/advisors/brittany-heath.md) | Brown \| Miller Wealth Management | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [David Mulhearn](https://find.wellspent.co/advisors/david-mulhearn.md) | Advisors Financial | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Gordon Daisley](https://find.wellspent.co/advisors/gordon-daisley.md) | Advisors Financial | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Jason Seney](https://find.wellspent.co/advisors/jason-seney.md) | Brown \| Miller Wealth Management | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Rosemary Yue](https://find.wellspent.co/advisors/rosemary-yue.md) | Brown \| Miller Wealth Management | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Anthony Matteo](https://find.wellspent.co/advisors/anthony-matteo.md) | Sagevest Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly | | [Culley Hess](https://find.wellspent.co/advisors/culley-hess.md) | Alpha Financial Advisors | Mclean, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Schaefer](https://find.wellspent.co/advisors/eric-schaefer.md) | Centurion Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Performance-based fees | | [Iram Amir](https://find.wellspent.co/advisors/iram-amir.md) | Sagevest Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly | | [Jacob Gurock](https://find.wellspent.co/advisors/jacob-gurock.md) | Centurion Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Performance-based fees | | [Jennifer Myers](https://find.wellspent.co/advisors/jennifer-myers.md) | Sagevest Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly | | [Sterling Neblett](https://find.wellspent.co/advisors/sterling-neblett.md) | Centurion Wealth Management | Mclean, Virginia | CFP | Percentage of assets, Hourly, Performance-based fees | | [Jennifer Hutton](https://find.wellspent.co/advisors/jennifer-hutton.md) | 4J Wealth Management | Mclean, Virginia | ChFC | Percentage of assets, Hourly, Fixed fees | | [Caroline Hess](https://find.wellspent.co/advisors/caroline-hess.md) | Alpha Financial Advisors | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Leslie Tovar Rosado](https://find.wellspent.co/advisors/leslie-tovar-rosado.md) | Alpha Financial Advisors | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Mark McKaig](https://find.wellspent.co/advisors/mark-mckaig.md) | Centurion Wealth Management | Mclean, Virginia | | Percentage of assets, Hourly, Performance-based fees | | [Nirvan Khaksarfard](https://find.wellspent.co/advisors/nirvan-khaksarfard.md) | Alpha Financial Advisors | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Wendy Payne](https://find.wellspent.co/advisors/wendy-payne.md) | Centurion Wealth Management | Mclean, Virginia | | Percentage of assets, Hourly, Performance-based 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).