# Fee-only financial advisors in Virginia Beach, Virginia > Start with a fee-only advisor in Virginia Beach whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Linda Rogers of Planning Within Reach, Leland Gross of PeaceLink Financial Planning LLC and Marshall Groom of Groom Financial Advisory, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/virginia/virginia-beach/ 47 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 Virginia Beach? Start with a fee-only advisor in Virginia Beach whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Linda Rogers of Planning Within Reach, Leland Gross of PeaceLink Financial Planning LLC and Marshall Groom of Groom Financial Advisory, chosen for their credentials and fees on file. ## How many fee-only advisors in Virginia Beach are there? The Wellspent public graph lists 47 fee-only advisors in Virginia Beach, at 24 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Virginia Beach focus on? The most common focus among fee-only advisors in Virginia Beach is retirees (9), followed by retirement planning (8) and family wealth transfer (7). Advisors can list more than one. ## How do fee-only advisors in Virginia Beach charge? The most common fee among fee-only advisors in Virginia Beach is a percentage of assets, used by 94% of the 47 with fees on file. Many use more than one: 79% charge fixed fees and 62% 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 Virginia Beach hold the CFP? 38% of the 47 fee-only advisors in Virginia Beach 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 Virginia Beach? 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 | |---|---|---|---|---| | [Linda Rogers](https://find.wellspent.co/advisors/linda-rogers.md) | Planning Within Reach | Virginia Beach, Virginia | CFP, EA, MSBA | Percentage of assets, One-time planning fee | | [Marshall Groom](https://find.wellspent.co/advisors/marshall-groom.md) | Groom Financial Advisory | Virginia Beach, Virginia | CFP, JD | Percentage of assets, One-time planning fee | | [Joe Sallee](https://find.wellspent.co/advisors/joe-sallee.md) | Bay Capital Advisors, LLC | Virginia Beach, Virginia | CFP, MS, ChFC, RSSA | Percentage of assets, One-time planning fee | | [Roy Weisert](https://find.wellspent.co/advisors/roy-weisert.md) | Weisert Investment Services | Virginia Beach, Virginia | CFP | Percentage of assets | | [Axel Bellars](https://find.wellspent.co/advisors/axel-bellars.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Brad Harris](https://find.wellspent.co/advisors/brad-harris.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Karrie Thomas](https://find.wellspent.co/advisors/karrie-thomas.md) | Nautilus Financial Group | Virginia Beach, Virginia | CFP | Hourly | | [Temiloluwa Adesodun](https://find.wellspent.co/advisors/temiloluwa-adesodun.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Zachary Harris](https://find.wellspent.co/advisors/zachary-harris.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Chad Williamson](https://find.wellspent.co/advisors/chad-williamson-6603651.md) | Gratus Wealth Advisors | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Cheri Poston](https://find.wellspent.co/advisors/cheri-poston.md) | Gratus Wealth Advisors | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Leland Gross](https://find.wellspent.co/advisors/leland-gross.md) | PeaceLink Financial Planning LLC | Virginia Beach, Virginia | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Louis Leyes](https://find.wellspent.co/advisors/louis-leyes.md) | Stages Planning Group | Virginia Beach, Virginia | | Ongoing planning fee, Percentage of assets, Flat fee or retainer | | [Roger Crook](https://find.wellspent.co/advisors/roger-crook.md) | Altura Wealth Advisors | Virginia Beach, Virginia | CFP, ChFC | Percentage of assets, Fixed fees | | [Maegan Cahoon](https://find.wellspent.co/advisors/maegan-cahoon.md) | Weisert Investment Services | Virginia Beach, Virginia | | Percentage of assets | | [Brian Tran](https://find.wellspent.co/advisors/brian-tran.md) | Altura Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Gerald Sullivan](https://find.wellspent.co/advisors/gerald-sullivan.md) | Gratus Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Matthew Jaskolka](https://find.wellspent.co/advisors/matthew-jaskolka.md) | Jaskolka Financial | Virginia Beach, Virginia | | Percentage of assets, Hourly | | [Rachel Wren](https://find.wellspent.co/advisors/rachel-wren.md) | Altura Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Repp Lambert](https://find.wellspent.co/advisors/repp-lambert.md) | Altura Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Allison Dubreuil](https://find.wellspent.co/advisors/allison-dubreuil.md) | Haven Financial Partners | Virginia Beach, Virginia | CFP | Percentage of assets, Fixed fees | | [Andrew Hook](https://find.wellspent.co/advisors/andrew-hook.md) | Hook Financial Services | Virginia Beach, Virginia | CFP | Hourly, Fixed fees | | [Cody Hawkins](https://find.wellspent.co/advisors/cody-hawkins.md) | Peacelink Financial Planning | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Cook](https://find.wellspent.co/advisors/daniel-cook.md) | Cook Financial Designs | Virginia Beach, Virginia | CFP | Fixed fees | | [Edward Sallee](https://find.wellspent.co/advisors/edward-sallee.md) | Bay Capital Advisors | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Morris McKinney](https://find.wellspent.co/advisors/morris-mckinney.md) | Wealth Planning | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Fulton](https://find.wellspent.co/advisors/robert-fulton.md) | Compton Wealth Advisory Group | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Saal](https://find.wellspent.co/advisors/scott-saal.md) | Virginia Wealth Management Group | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Vivian Honeycutt](https://find.wellspent.co/advisors/vivian-honeycutt.md) | Bay Capital Advisors | Virginia Beach, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Angela Marie Cloe](https://find.wellspent.co/advisors/angela-marie-cloe.md) | Apforia | Virginia Beach, Virginia | ChFC | Percentage of assets, Hourly, Fixed fees | | [Jeremy Ingram](https://find.wellspent.co/advisors/jeremy-ingram.md) | Beacon Harbor Wealth Advisors | Virginia Beach, Virginia | CFA | Percentage of assets, Hourly, Fixed fees | | [Ashley Juliano](https://find.wellspent.co/advisors/ashley-juliano.md) | Bay Capital Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Christopher Meyers](https://find.wellspent.co/advisors/christopher-meyers.md) | Diversified Consumer Planning | Virginia Beach, Virginia | | Percentage of assets | | [Connor Harris](https://find.wellspent.co/advisors/connor-harris.md) | Beacon Harbor Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Connor Parker](https://find.wellspent.co/advisors/connor-parker.md) | Beacon Harbor Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Dale Kanten](https://find.wellspent.co/advisors/dale-kanten.md) | Kanten Financial Services | Virginia Beach, Virginia | | Percentage of assets, Hourly | | [George Macdonald](https://find.wellspent.co/advisors/george-macdonald-1676680.md) | Beacon Harbor Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [George Macdonald](https://find.wellspent.co/advisors/george-macdonald-5812374.md) | Beacon Harbor Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [James Upshaw](https://find.wellspent.co/advisors/james-upshaw.md) | Bay Capital Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Leo Somera](https://find.wellspent.co/advisors/leo-somera.md) | Apforia | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Mark Compton](https://find.wellspent.co/advisors/mark-compton.md) | Compton Wealth Advisory Group | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Maury Stone](https://find.wellspent.co/advisors/maury-stone.md) | Beacon Harbor Wealth Advisors | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Sean Gillespie](https://find.wellspent.co/advisors/sean-gillespie.md) | Apforia | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Stephen Saal](https://find.wellspent.co/advisors/stephen-saal.md) | Virginia Wealth Management Group | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Timothy Stiffler](https://find.wellspent.co/advisors/timothy-stiffler.md) | Compton Wealth Advisory Group | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Troy Toner](https://find.wellspent.co/advisors/troy-toner.md) | Toner Asset Management Group | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Wade Williard](https://find.wellspent.co/advisors/wade-williard.md) | Virginia Wealth Management Group | Virginia Beach, Virginia | | Percentage of assets, Hourly, Fixed 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).