Financial advisors for equity compensation in Virginia

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.

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.

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.

See every fee-only advisor fee in Virginia

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How will you plan for Virginia tax alongside federal tax?
6. 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.