Fee-only financial advisors in McLean, Virginia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Dan Serra SageVest Wealth Management Holds the CFP and EA. Fees on file: percentage of assets.
- Eric Montemaggi Aurora Pointe Capital Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Eric Hess Alpha Financial Advisors, LLC Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Policarpio Sanchez Sanchez & Zures Holds the CFP. Fees on file: hourly, percentage of assets.
- Michael Hughes OLIO Financial Planning Holds the CFP. Fees on file: ongoing planning fee.
- Hunter Adams Brown | Miller Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 48
- Firms
- 17
- Hold the CFP
- 65%
- Other credentials: CFA 2% · EA 4% · ChFC 6%
- How they charge (of 48 with fees on file): percentage of assets 83% · hourly 75% · fixed fees 60% · ongoing planning fee 17%
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 McLean by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in McLean
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.
All 48 advisors in McLean
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Dan Serra | SageVest Wealth Management | McLean | ADPA, CDFA, CFP, EA | Percentage of assets |
| Eric Hess | Alpha Financial Advisors, LLC | McLean | CFP, ChFC, EA | Percentage of assets, Hourly |
| Andrew Miller | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Brian Talbott | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| John Lienert | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Michael Hughes | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Spencer Werres | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Jason Hemeon | Argo Wealth Advisory | Mclean | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeffrey Zures | Sanchez & Zures | Mclean | CFP | Hourly, Percentage of assets |
| Policarpio Sanchez | Sanchez & Zures | Mclean | CFP | Hourly, Percentage of assets |
| Amy Hoffman | Advisors Financial | Mclean | CFP | Percentage of assets, Hourly |
| Christopher Brown | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| David Miller | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Elizabeth Sharp | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Eric Montemaggi | Aurora Pointe Capital | Mclean | CFP, CFA | Percentage of assets, Fixed fees |
| Hugh Quinn | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Hunter Adams | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Joseph Van Name | Advisors Financial | Mclean | CFP | Percentage of assets, Hourly |
| Karen Monborne | Advisors Financial | Mclean | CFP | Percentage of assets, Hourly |
| Kyler Stephens | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Mark Eid | Acts Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Panagiotis Plevritis | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Stephen Chang | Acts Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Timothy Flanigan | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Kristan Anderson | West Financial Services, Inc. | McLean | CEBS, CFP, CPWA | Percentage of assets, Hourly |
| Mitchell Martin | Mitchell Advisory, Inc. | McLean | CFP, MBA | Percentage of assets, Hourly |
| Brae Beggs | OLIO Financial Planning | Mclean | Not listed | Ongoing planning fee |
| Todd Shears | BlueSail Advisors | Mclean | Not listed | Ongoing planning fee |
| David Sherwood | Evanson Asset Management | Mclean | Not listed | Ongoing planning fee, One-time planning fee |
| Kelly Cappello | Argo Wealth Advisory | Mclean | Not listed | Percentage of assets, Fixed fees |
| Brittany Heath | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| David Mulhearn | Advisors Financial | Mclean | Not listed | Percentage of assets, Hourly |
| Gordon Daisley | Advisors Financial | Mclean | Not listed | Percentage of assets, Hourly |
| Jason Seney | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| Rosemary Yue | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| Anthony Matteo | Sagevest Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Culley Hess | Alpha Financial Advisors | Mclean | CFP | Percentage of assets, Hourly |
| Eric Schaefer | Centurion Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Iram Amir | Sagevest Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Jacob Gurock | Centurion Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Jennifer Myers | Sagevest Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Sterling Neblett | Centurion Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Jennifer Hutton | 4J Wealth Management | Mclean | ChFC | Percentage of assets, Hourly |
| Caroline Hess | Alpha Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Leslie Tovar Rosado | Alpha Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Mark McKaig | Centurion Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| Nirvan Khaksarfard | Alpha Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Wendy Payne | Centurion Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
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