# Financial advisors for equity compensation in Virginia > For equity compensation in Virginia, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include John W. Bowen of Bowen Financial Services, LLC, Linda Rogers of Planning Within Reach and Vrishin Subramaniam of CapitalWe. Page: https://find.wellspent.co/specialties/equity-compensation/virginia/ 47 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Virginia? For equity compensation in Virginia, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include John W. Bowen of Bowen Financial Services, LLC, Linda Rogers of Planning Within Reach and Vrishin Subramaniam of CapitalWe. - [John W. Bowen](https://find.wellspent.co/advisors/john-w-bowen/), Bowen Financial Services, LLC, Midlothian. Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly. - [Linda Rogers](https://find.wellspent.co/advisors/linda-rogers/), Planning Within Reach, Virginia Beach. Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam/), CapitalWe, Arlington. Holds the CFP. Fees on file: flat fee or retainer, hourly. - [Emily Harper](https://find.wellspent.co/advisors/emily-harper/), Monument Wealth Management, Alexandria. Holds the CFP. Fees on file: percentage of assets. - [Robert Tull](https://find.wellspent.co/advisors/robert-tull/), Tull Financial Group, Inc., Chesapeake. Holds the CFP. Fees on file: percentage of assets, hourly. - [Alessandro D'Agaro](https://find.wellspent.co/advisors/alessandro-d-agaro/), D'Agaro Financial Advisory, Alexandria. Holds the CFA. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Virginia work on equity compensation? The Wellspent public graph lists 47 fee-only advisors for equity compensation in Virginia, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in Virginia located? Of the 47 fee-only advisors for equity compensation in Virginia, 13 are in Alexandria, followed by 9 in Tyson and 7 in Reston. ## How do fee-only advisors for equity compensation in Virginia charge? The most common fee among fee-only advisors for equity compensation in Virginia is a percentage of assets, used by 91% of the 47 with fees on file. Many use more than one: 64% charge by the hour and 55% charge fixed fees. ## 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 much does a one-time financial plan cost in Virginia? A one-time financial plan from a fee-only firm in Virginia has a median price of $1,500. We found this across the published prices of 21 Virginia firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CPA and CFP. In Virginia, 47% of the 47 advisors listed hold the CFP. - EA (4% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CPA (2% of advisors listed): CPAs bring the tax modeling that exercise and sale decisions depend on. - CFP (47% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (6% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Virginia advisors for equity compensation compare with the rest of the US? 64% of fee-only advisors for equity compensation in Virginia charge by the hour, compared with 39% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Virginia? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Virginia can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Virginia? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How will you plan for Virginia tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation in Virginia? 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 | |---|---|---|---|---| | [Hui-chin Chen](https://find.wellspent.co/advisors/hui-chin-chen.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [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 | | [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Robert Tull](https://find.wellspent.co/advisors/robert-tull.md) | Tull Financial Group, Inc. | Chesapeake, Virginia | CFP, MBA | Percentage of assets, Hourly | | [Wade Brittingham](https://find.wellspent.co/advisors/wade-brittingham.md) | Stock Plan Advisory Group LLC | Alexandria, Virginia | CFP | Percentage of assets, Ongoing planning fee | | [John W. Bowen](https://find.wellspent.co/advisors/john-w-bowen.md) | Bowen Financial Services, LLC | Midlothian, Virginia | CFP, EA, CPA | Percentage of assets, Hourly, Fixed fees | | [S. Alexis Grason](https://find.wellspent.co/advisors/s-alexis-grason.md) | Spark Financial Advisors, LLC | Richmond, Virginia | CFP, RICP, CIMA | Percentage of assets, Hourly, Fixed fees | | [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam.md) | CapitalWe | Arlington, Virginia | CFP | Flat fee or retainer, Hourly, One-time planning fee | | [Christine Centeno](https://find.wellspent.co/advisors/christine-centeno.md) | Simplicity Wealth Management LLC | Glen Allen, Virginia | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Melanie Brophy](https://find.wellspent.co/advisors/melanie-brophy.md) | Next Play Financial Solutions | Ashburn, Virginia | CFP | Hourly, Flat fee or retainer, One-time planning fee | | [Daniel Weinstein](https://find.wellspent.co/advisors/daniel-weinstein.md) | KFA Private Wealth Group | Tyson, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [James Patterson](https://find.wellspent.co/advisors/james-patterson-5062666.md) | KFA Private Wealth Group | Tyson, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Epps](https://find.wellspent.co/advisors/jason-epps.md) | KFA Private Wealth Group | Tyson, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [John Fennig](https://find.wellspent.co/advisors/john-fennig.md) | KFA Private Wealth Group | Tyson, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Rettinger](https://find.wellspent.co/advisors/michael-rettinger.md) | KFA Private Wealth Group | Tyson, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Bianca San](https://find.wellspent.co/advisors/bianca-san.md) | Monument Wealth Management | Alexandria, Virginia | CFP | Percentage of assets | | [Dean Catino](https://find.wellspent.co/advisors/dean-catino.md) | Monument Wealth Management | Alexandria, Virginia | CFP | Percentage of assets | | [Emily Harper](https://find.wellspent.co/advisors/emily-harper.md) | Monument Wealth Management | Alexandria, Virginia | CFP | Percentage of assets | | [James Joseph](https://find.wellspent.co/advisors/james-joseph-2714510.md) | Sentinel Wealth Management | Reston, Virginia | CFP, ChFC, PFS | Percentage of assets, Fixed fees | | [Jessica Gibbs](https://find.wellspent.co/advisors/jessica-gibbs.md) | Monument Wealth Management | Arlington, Virginia | CFP | Percentage of assets | | [Marc Wehmeyer](https://find.wellspent.co/advisors/marc-wehmeyer.md) | Praetorian Guard Wealth Management | Arlington, Virginia | CFP | Percentage of assets | | [Eric Showalter](https://find.wellspent.co/advisors/eric-showalter.md) | Arbor Private Wealth | Ashburn, Virginia | CFP | Percentage of assets, Fixed fees | | [David Armstrong](https://find.wellspent.co/advisors/david-armstrong.md) | Monument Wealth Management | Alexandria, Virginia | CFA | Percentage of assets | | [David Nelson](https://find.wellspent.co/advisors/david-nelson-1575597.md) | Monument Wealth Management | Alexandria, Virginia | CFA | Percentage of assets | | [Stephen Trojan](https://find.wellspent.co/advisors/stephen-trojan.md) | Flatiron Wealth Advisors | Henrico, Virginia | | Percentage of assets, Ongoing planning fee | | [Alessandro D'Agaro](https://find.wellspent.co/advisors/alessandro-d-agaro.md) | D'Agaro Financial Advisory | Alexandria, Virginia | CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Alex D'Attilio](https://find.wellspent.co/advisors/alex-d-attilio.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Charles Gibbons](https://find.wellspent.co/advisors/charles-gibbons.md) | KFA Private Wealth Group | Tyson, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Donald Heishman](https://find.wellspent.co/advisors/donald-heishman.md) | Acorn Financial Services | Harrisonburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Cox](https://find.wellspent.co/advisors/jonathan-cox.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Justin Souder](https://find.wellspent.co/advisors/justin-souder.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Kevin Deans](https://find.wellspent.co/advisors/kevin-deans.md) | KFA Private Wealth Group | Tyson, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Mark Herman](https://find.wellspent.co/advisors/mark-herman.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Michael Wakeham](https://find.wellspent.co/advisors/michael-wakeham.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Nevin Kaul](https://find.wellspent.co/advisors/nevin-kaul.md) | Kirk Capital Advisors | Vienna, Virginia | | Percentage of assets, Hourly | | [Ronald Whitley](https://find.wellspent.co/advisors/ronald-whitley.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Sean Tyll](https://find.wellspent.co/advisors/sean-tyll.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Shannon Ware](https://find.wellspent.co/advisors/shannon-ware.md) | Acorn Financial Services | Harrisonburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Steven Brandt](https://find.wellspent.co/advisors/steven-brandt.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Theron Weimer](https://find.wellspent.co/advisors/theron-weimer.md) | KFA Private Wealth Group | Tyson, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Tricia Lepofsky](https://find.wellspent.co/advisors/tricia-lepofsky.md) | KFA Private Wealth Group | Tyson, Virginia | | Percentage of assets, Hourly, Fixed fees | | [William Taylor](https://find.wellspent.co/advisors/william-taylor-1854617.md) | Kirk Capital Advisors | Vienna, Virginia | | Percentage of assets, Hourly | | [Cathleen Phelps](https://find.wellspent.co/advisors/cathleen-phelps.md) | Monument Wealth Management | Alexandria, Virginia | | Percentage of assets | | [Lucas Hodge](https://find.wellspent.co/advisors/lucas-hodge.md) | Monument Wealth Management | Alexandria, Virginia | | Percentage of assets | | [Nathan Tonsager](https://find.wellspent.co/advisors/nathan-tonsager.md) | Monument Wealth Management | Alexandria, Virginia | | Percentage of assets | | [Nicholas Joseph](https://find.wellspent.co/advisors/nicholas-joseph.md) | Sentinel Wealth Management | Reston, Virginia | | Percentage of assets, Fixed fees | | [Amy Showalter](https://find.wellspent.co/advisors/amy-showalter.md) | Arbor Private Wealth | Ashburn, Virginia | | Percentage of assets, Fixed fees | ## Related - [Retirement planning in Virginia](https://find.wellspent.co/specialties/retirement-planning/virginia.md) - [Tax planning in Virginia](https://find.wellspent.co/specialties/tax-planning/virginia.md) - [Estate planning in Virginia](https://find.wellspent.co/specialties/estate-planning/virginia.md) - [Retirees in Virginia](https://find.wellspent.co/audiences/retirees/virginia.md) - [Pre-retirees in Virginia](https://find.wellspent.co/audiences/pre-retirees/virginia.md) - [Family wealth transfer in Virginia](https://find.wellspent.co/specialties/family-wealth-transfer/virginia.md) ## 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).