Fee-only financial advisors in Reston, Virginia
Which fee-only financial advisor should I talk to in Reston?
Start with a fee-only advisor in Reston whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Shriver of Alexander Randolph Advisory, Kevin Galvin of Hopwood Financial Services and James Sexton of Piedmont Wealth Advisory, 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.
- Matthew Shriver Alexander Randolph Advisory Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Kevin Galvin Hopwood Financial Services Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- James Sexton Piedmont Wealth Advisory Holds the CFP. Fees on file: flat fee or retainer.
- Lamar Watson Dream Financial Planning LLC Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Matthew Brennan Covenant Wealth Advisors Holds the CFP. Fees on file: percentage of assets.
- Kenneth Robinson KCR Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 28
- Firms
- 14
- Hold the CFP
- 46%
- Other credentials: CFA 11% · ChFC 4%
- How they charge (of 28 with fees on file): percentage of assets 89% · fixed fees 64% · hourly 64% · flat fee or retainer 7%
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 Reston by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in Reston
How many fee-only advisors in Reston are there?
The Wellspent public graph lists 28 fee-only advisors in Reston, at 14 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Reston focus on?
The most common focus among fee-only advisors in Reston is retirement planning (11), followed by tax planning (11) and estate planning (10). Advisors can list more than one.
How do fee-only advisors in Reston charge?
The most common fee among fee-only advisors in Reston is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 64% charge fixed fees and 64% 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 Reston hold the CFP?
46% of the 28 fee-only advisors in Reston 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 Reston?
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 28 advisors in Reston
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lamar Watson | Dream Financial Planning LLC | Reston | CFP | Ongoing planning fee, One-time planning fee |
| Matthew Brennan | Covenant Wealth Advisors | Reston | CFP | Percentage of assets |
| James Joseph | Sentinel Wealth Management | Reston | CFP, ChFC, PFS | Percentage of assets, Fixed fees |
| Matthew Shriver | Alexander Randolph Advisory | Reston | CFP, CFA | Percentage of assets, Hourly |
| Hilary Disher | CAVU Wealth Advisors | Reston | CFP | Percentage of assets, Fixed fees |
| James Sexton | Piedmont Wealth Advisory | Reston | CFP | Flat fee or retainer |
| Alex D'Attilio | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Jonathan Cox | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Justin Souder | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Kenneth Robinson | KCR Wealth Management | Reston | CFP | Percentage of assets, Hourly |
| Michael Wakeham | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Sean Tyll | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Gary Schlaffer | Alexander Randolph Advisory | Reston | Not listed | Percentage of assets, Hourly |
| Nicholas Joseph | Sentinel Wealth Management | Reston | Not listed | Percentage of assets, Fixed fees |
| Douglas Birnie | Piedmont Wealth Advisory | Reston | Not listed | Flat fee or retainer |
| Kyle Haesler | FarrCrest Capital | Reston | Not listed | Percentage of assets, Hourly |
| Ryan Houlihan | Houlihan Financial Resource Group | Reston | Not listed | Percentage of assets, Hourly |
| Ehab Selim | Investology | Reston | CFP | Percentage of assets |
| Goeun Choi | Buchanan Wealth Management | Reston | CFP | Percentage of assets, Hourly |
| Herbert Hopwood | Hopwood Financial Services | Reston | CFP, CFA | Percentage of assets, Hourly |
| Kevin Galvin | Hopwood Financial Services | Reston | CFP, CFA | Percentage of assets, Hourly |
| Max Kortegast | Hopwood Financial Services | Reston | CFP | Percentage of assets, Hourly |
| Peter Ramig | Hopwood Financial Services | Reston | CFP | Percentage of assets, Hourly |
| Ameen Estaiteyeh | Investology | Reston | Not listed | Percentage of assets |
| Amr Alian | Investology | Reston | Not listed | Percentage of assets |
| Matthew Buchanan | Buchanan Wealth Management | Reston | Not listed | Percentage of assets, Hourly |
| Samantha Grieco | T.M. Wealth Management | Reston | Not listed | Percentage of assets, Hourly |
| Thomas Seneca | T.M. Wealth Management | Reston | Not listed | Percentage of assets, Hourly |
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