Fee-only financial advisors in Virginia Beach, Virginia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Linda Rogers Planning Within Reach Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Leland Gross PeaceLink Financial Planning LLC Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Marshall Groom Groom Financial Advisory Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Karrie Thomas Nautilus Financial Group Holds the CFP. Fees on file: hourly.
- Roy Weisert Weisert Investment Services Holds the CFP. Fees on file: percentage of assets.
- Joe Sallee Bay Capital Advisors, LLC Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 47
- Firms
- 24
- Hold the CFP
- 38%
- Other credentials: CFA 2% · EA 4% · ChFC 6%
- How they charge (of 47 with fees on file): percentage of assets 94% · fixed fees 79% · hourly 62% · one-time planning fee 6%
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 Virginia Beach by what you need
Find an advisor in Virginia by fee, assets, or credential
Questions about fee-only advisors in Virginia Beach
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.
All 47 advisors in Virginia Beach
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Marshall Groom | Groom Financial Advisory | Virginia Beach | CFP, JD | Percentage of assets, One-time planning fee |
| Joe Sallee | Bay Capital Advisors, LLC | Virginia Beach | CFP, MS, ChFC, RSSA | Percentage of assets, One-time planning fee |
| Roy Weisert | Weisert Investment Services | Virginia Beach | CFP | Percentage of assets |
| Axel Bellars | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Brad Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Karrie Thomas | Nautilus Financial Group | Virginia Beach | CFP | Hourly |
| Temiloluwa Adesodun | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Zachary Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Chad Williamson | Gratus Wealth Advisors | Virginia Beach | CFP | Percentage of assets, Hourly |
| Cheri Poston | Gratus Wealth Advisors | Virginia Beach | CFP | Percentage of assets, Hourly |
| Leland Gross | PeaceLink Financial Planning LLC | Virginia Beach | CFP, EA | Percentage of assets, Hourly |
| Louis Leyes | Stages Planning Group | Virginia Beach | Not listed | Ongoing planning fee, Percentage of assets |
| Roger Crook | Altura Wealth Advisors | Virginia Beach | CFP, ChFC | Percentage of assets, Fixed fees |
| Maegan Cahoon | Weisert Investment Services | Virginia Beach | Not listed | Percentage of assets |
| Brian Tran | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Gerald Sullivan | Gratus Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Matthew Jaskolka | Jaskolka Financial | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Rachel Wren | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Repp Lambert | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Allison Dubreuil | Haven Financial Partners | Virginia Beach | CFP | Percentage of assets, Fixed fees |
| Andrew Hook | Hook Financial Services | Virginia Beach | CFP | Hourly, Fixed fees |
| Cody Hawkins | Peacelink Financial Planning | Virginia Beach | CFP | Percentage of assets, Hourly |
| Daniel Cook | Cook Financial Designs | Virginia Beach | CFP | Fixed fees |
| Edward Sallee | Bay Capital Advisors | Virginia Beach | CFP | Percentage of assets, Hourly |
| Morris McKinney | Wealth Planning | Virginia Beach | CFP | Percentage of assets, Hourly |
| Robert Fulton | Compton Wealth Advisory Group | Virginia Beach | CFP | Percentage of assets, Hourly |
| Scott Saal | Virginia Wealth Management Group | Virginia Beach | CFP | Percentage of assets, Hourly |
| Vivian Honeycutt | Bay Capital Advisors | Virginia Beach | CFP | Percentage of assets, Hourly |
| Angela Marie Cloe | Apforia | Virginia Beach | ChFC | Percentage of assets, Hourly |
| Jeremy Ingram | Beacon Harbor Wealth Advisors | Virginia Beach | CFA | Percentage of assets, Hourly |
| Ashley Juliano | Bay Capital Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Christopher Meyers | Diversified Consumer Planning | Virginia Beach | Not listed | Percentage of assets |
| Connor Harris | Beacon Harbor Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Connor Parker | Beacon Harbor Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Dale Kanten | Kanten Financial Services | Virginia Beach | Not listed | Percentage of assets, Hourly |
| George Macdonald | Beacon Harbor Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| George Macdonald | Beacon Harbor Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| James Upshaw | Bay Capital Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Leo Somera | Apforia | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Mark Compton | Compton Wealth Advisory Group | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Maury Stone | Beacon Harbor Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Sean Gillespie | Apforia | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Stephen Saal | Virginia Wealth Management Group | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Timothy Stiffler | Compton Wealth Advisory Group | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Troy Toner | Toner Asset Management Group | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Wade Williard | Virginia Wealth Management Group | Virginia Beach | Not listed | Percentage of assets, Hourly |
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