Fee-only financial advisors in Richmond, Virginia
Which fee-only financial advisor should I talk to in Richmond?
Start with a fee-only advisor in Richmond whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Powers of Manuka Financial, LLC, Matthew Jenkins of Noble Hill Planning LLC and Walter Jessee of Impact 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.
- Michael Powers Manuka Financial, LLC Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Matthew Jenkins Noble Hill Planning LLC Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Walter Jessee Impact Financial Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Marshall Chambers Heritage Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Brian Welch Verus Financial Partners Holds the CFP. Fees on file: percentage of assets.
- Walter Hurt Covenant Wealth Advisors Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 159
- Firms
- 43
- Hold the CFP
- 36%
- Other credentials: CFA 16% · CPA 1% · ChFC 1%
- How they charge (of 159 with fees on file): percentage of assets 95% · fixed fees 57% · hourly 26% · performance-based fees 14%
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 Richmond by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in Richmond
How many fee-only advisors in Richmond are there?
The Wellspent public graph lists 159 fee-only advisors in Richmond, at 43 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Richmond focus on?
The most common focus among fee-only advisors in Richmond is tax planning (71), followed by estate planning (44) and family wealth transfer (40). Advisors can list more than one.
How do fee-only advisors in Richmond charge?
The most common fee among fee-only advisors in Richmond is a percentage of assets, used by 95% of the 159 with fees on file. Many use more than one: 57% charge fixed fees and 26% 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 Richmond hold the CFP?
36% of the 159 fee-only advisors in Richmond 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 Richmond?
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 159 advisors in Richmond
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Powers | Manuka Financial, LLC | Richmond | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Shawn Perkins | Genuine Wealth Solutions LLC | Richmond | AWMA, CFP | Ongoing planning fee, One-time planning fee |
| Matthew Jenkins | Noble Hill Planning LLC | Richmond | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Walter Jessee | Impact Financial | Richmond | CFP, CPA | Percentage of assets, Ongoing planning fee |
| S. Alexis Grason | Spark Financial Advisors, LLC | Richmond | CFP, RICP, CIMA | Percentage of assets, Hourly |
| Adam Smith | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Andrew Casteel | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Catherine Atwood | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jeremiah Winters | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Mark Fonville | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Megan Waters | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Rosana Nguyen | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Walter Hurt | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Brian Welch | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Charles Hill | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| David Kozlowski | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Delores Remo | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Edward Hoppe | Verus Financial Partners | Richmond | CFP, PFS | Percentage of assets |
| Jacob Fram | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Kristin Lindsay | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Marshall Chambers | Heritage Wealth Advisors | Richmond | CFP, CFA | Percentage of assets, Fixed fees |
| Sarah Simmer | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Sloan Chittenden | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Tyler Snow | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| William Lagos | Verus Financial Partners | Richmond | CFP, ChFC | Percentage of assets |
| Claire Craighill | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Janet Wills | Wills Financial Group | Richmond | CFP | Percentage of assets, Hourly |
| John King | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| John Williams | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Jonathan Bailey | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Mitchell Crowder | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Nathan Ward | W&S Management Services | Richmond | Not listed | Percentage of assets, Hourly |
| Peter Byrd | Opulent Wealth | Richmond | CFP | Percentage of assets, Fixed fees |
| Samantha Link | Brockenbrough | Richmond | CFP | Percentage of assets, Fixed fees |
| Stephanie Stumpf | WealthCrossing | Richmond | CFP, PFS | Percentage of assets, Fixed fees |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| John Jordan | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Samantha Vicchiarelli | Alexis Advisors | Richmond | ChFC | Percentage of assets, Hourly |
| Steven Henderson | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Aidan Banner | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Anthony Castaldi | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Austin Brockenbrough IV | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Cameron Malekuti | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Charles Caravati | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Culbertson | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Dion | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| David Lyons | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
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