Fee-only financial advisors in Vienna, Virginia
Which fee-only financial advisor should I talk to in Vienna?
Start with a fee-only advisor in Vienna whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joanne Burke of Birch Street Financial Advisors LLC, Yusuf Abugideiri of YeskeBuie and Albert Barsanti of Wise Planning, 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.
- Joanne Burke Birch Street Financial Advisors LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Yusuf Abugideiri YeskeBuie Holds the CFP. Fees on file: percentage of assets.
- Albert Barsanti Wise Planning Holds the CFP. Fees on file: ongoing planning fee.
- Christopher Urban Discovery Wealth Planning LLC Holds the CFP. Fees on file: hourly, one-time planning fee.
- Mitchell Falter Reframe Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Charles Rembert Rembert Pendleton Jackson Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 61
- Firms
- 21
- Hold the CFP
- 61%
- Other credentials: CFA 8% · CPA 2% · ChFC 2%
- How they charge (of 61 with fees on file): percentage of assets 85% · fixed fees 77% · hourly 26% · one-time planning fee 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Vienna
How many fee-only advisors in Vienna are there?
The Wellspent public graph lists 61 fee-only advisors in Vienna, at 21 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Vienna focus on?
The most common focus among fee-only advisors in Vienna is retirement planning (13), followed by tax planning (10) and retirees (10). Advisors can list more than one.
How do fee-only advisors in Vienna charge?
The most common fee among fee-only advisors in Vienna is a percentage of assets, used by 85% of the 61 with fees on file. Many use more than one: 77% 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 Vienna hold the CFP?
61% of the 61 fee-only advisors in Vienna 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 Vienna?
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 61 advisors in Vienna
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Urban | Discovery Wealth Planning LLC | Vienna | CFP, MBA, RICP, TPCP | Hourly, One-time planning fee |
| Jason Howell | Jason Howell Company | Vienna | CFP, CPWA | Percentage of assets, Hourly |
| Joanne Burke | Birch Street Financial Advisors LLC | Vienna | CFP, CPA, PFS | Percentage of assets, Hourly |
| Candace Lee | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Colin Gerrety | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Dana Sippel | Glassman Wealth | Vienna | CFP, PFS | Percentage of assets, Fixed fees |
| Donald Gresh | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Dunner | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Travis Russell | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Albert Barsanti | Wise Planning | Vienna | CFP | Ongoing planning fee |
| Aubrey Klearman | YeskeBuie | Vienna | CFP | Percentage of assets |
| Elissa Buie | YeskeBuie | Vienna | CFP | Percentage of assets |
| Kacie Fawls | YeskeBuie | Vienna | CFP | Percentage of assets |
| Kishore Shah | Lynx Investment Advisory | Vienna | ChFC | Percentage of assets, Fixed fees |
| Rustin McManis | YeskeBuie | Vienna | CFP | Percentage of assets |
| Ryan Kelly | YeskeBuie | Vienna | CFP | Percentage of assets |
| Timothy Connolly | YeskeBuie | Vienna | CFP | Percentage of assets |
| William Tracy | YeskeBuie | Vienna | CFP | Percentage of assets |
| Yusuf Abugideiri | YeskeBuie | Vienna | CFP | Percentage of assets |
| Lindsay Shetterly | Glassman Wealth | Vienna | Not listed | Percentage of assets, Fixed fees |
| Michael Miles | Variplan | Vienna | CFP | Hourly, Fixed fees |
| Nevin Kaul | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| William Taylor | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| Alexey Belkin | 3summit Investment Management | Vienna | CFP | Percentage of assets, Hourly |
| Brett Roper | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Charles Rembert | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Daniel Jackson | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Daniel Larrabee | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| David Tebor | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Elizabeth Clough | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Elizabeth Drew Verdi | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Jeremy Meek | D'orazio Wealth Advisors | Vienna | CFP | Fixed fees |
| Jessica Doll | Reframe Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| John Wolff | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Leslie Irby | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Malee Turner | Reframe Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Marianne Esche | Simplicity Wealth Management | Vienna | CFP | Percentage of assets, Hourly |
| Mitchell Falter | Reframe Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Newton Pendleton | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Nicole Mongeon | Rembert Pendleton Jackson | Vienna | CFP | Percentage of assets, Fixed fees |
| Sebastian Florero | D'orazio Wealth Advisors | Vienna | CFP | Fixed fees |
| Andrew Eskelsen | D'orazio Wealth Advisors | Vienna | CFA | Fixed fees |
| Benjamin Corson | D'orazio Wealth Advisors | Vienna | CFA | Fixed fees |
| Gary Korolev | Sovereign | Vienna | CFA | Percentage of assets, Hourly |
| Jason Stinner | Hopwood Financial Services | Vienna | CFA | Percentage of assets, Hourly |
| Jeffrey Canavan | Rembert Pendleton Jackson | Vienna | CFA | Percentage of assets, Fixed fees |
| Bailey Schmitz | D'orazio Wealth Advisors | Vienna | Not listed | Fixed fees |
| Bob Amoako | Rembert Pendleton Jackson | Vienna | Not listed | Percentage of assets, Fixed fees |
| Dale Mason | MG Capital Partners | Vienna | Not listed | Percentage of assets, Fixed fees |
| Daniel Irvine | 3summit Investment Management | Vienna | Not listed | Percentage of assets, Hourly |
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