Financial advisors for estate planning in Virginia
Which financial advisor should I talk to about estate planning in Virginia?
For estate planning in Virginia, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Tommy Blackburn of Mason & Associates, Marshall Groom of Groom Financial Advisory and John W. Bowen of Bowen Financial Services, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Tommy Blackburn Mason & Associates, Newport News Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Marshall Groom Groom Financial Advisory, Virginia Beach Holds the CFP and JD. Fees on file: percentage of assets, one-time planning fee.
- John W. Bowen Bowen Financial Services, LLC, Midlothian Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Joanne Burke Birch Street Financial Advisors LLC, Vienna Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- DAN Honsberger Reel Financial Planning, Midlothian Holds the CFP. Fees on file: subscription, one-time planning fee.
- Trent Templer Templer Wealth Management, LLC, Tysons Corner Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Virginia work on estate planning?
The Wellspent public graph lists 241 fee-only advisors for estate planning in Virginia, at 84 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Virginia located?
Of the 241 fee-only advisors for estate planning in Virginia, 44 are in Richmond, followed by 22 in Falls Church and 14 in Alexandria.
Plus 137 in other cities.
How do fee-only advisors for estate planning in Virginia charge?
The most common fee among fee-only advisors for estate planning in Virginia is a percentage of assets, used by 87% of the 241 with fees on file. Many use more than one: 55% charge fixed fees and 33% 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 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 estate planning have?
For estate planning, look for the CFP and CPA. In Virginia, 54% of the 241 advisors listed hold the CFP.
- CFP54% in Virginia
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA2% in Virginia
- CPAs help with estate and gift tax filings.
How do Virginia advisors for estate planning compare with the rest of the US?
33% of fee-only advisors for estate planning in Virginia charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Virginia. Light bars are all US advisors for estate planning.
Does Virginia have an estate or inheritance tax?
No. Virginia has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Virginia?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning 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.
All 241 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| DAN Honsberger Advice-only planning for complex situations, from taxes and insurance reviews to equity compensation and inherited IRAs, by the hour or ongoing. | Reel Financial Planning | Midlothian | CFP | Subscription, One-time planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Ashley Coake | Cultivate Financial Planning | Radford | CFP, EA | Flat fee or retainer |
| Robert Tull | Tull Financial Group, Inc. | Chesapeake | CFP, MBA | Percentage of assets, Hourly |
| Wade Brittingham | Stock Plan Advisory Group LLC | Alexandria | CFP | Percentage of assets, Ongoing planning fee |
| Ben Raikes | Mason & Associates, LLC | Newport News | CFP, CPA, CPA/PFS, Master of Science Accounting | Ongoing planning fee |
| John Mason | Mason & Associates | Newport News | CFP | Ongoing planning fee |
| John W. Bowen | Bowen Financial Services, LLC | Midlothian | CFP, EA, CPA | Percentage of assets, Hourly |
| Shawn Perkins | Genuine Wealth Solutions LLC | Richmond | AWMA, CFP | Ongoing planning fee, One-time planning fee |
| Tom Massie | Massie Financial Planning | Alexandria | CFP | Percentage of assets, Flat fee or retainer |
| Tommy Blackburn | Mason & Associates | Newport News | CFP, CPA, PFS | Ongoing planning fee |
| Darren Koch | Steigerwald, Gordon & Koch Inc. | Leesburg | CEPA, CFP, CRPS, Other | Percentage of assets, Hourly |
| David Miller | Rule72 Financial | Potomac Falls | CFP, MSC | Percentage of assets, Hourly |
| Jonathan Huss | Hussmen Financial, LLC | Midlothian | CFP | Ongoing planning fee, Hourly |
| Omen Quelvog | Formynder Wealth Management, LLC | Fredericksburg | CFP | Flat fee or retainer, Ongoing planning fee |
| Timothy Murray | Gladwyn Financial Advisors, Inc. | Chantilly | CDFA, CFP | Percentage of assets, Hourly |
| Trent Templer | Templer Wealth Management, LLC | Tysons Corner | CFP | Percentage of assets |
| Joanne Burke | Birch Street Financial Advisors LLC | Vienna | CFP, CPA, PFS | Percentage of assets, Hourly |
| Marshall Groom | Groom Financial Advisory | Virginia Beach | CFP, JD | Percentage of assets, One-time planning fee |
| Eric Hess | Alpha Financial Advisors, LLC | McLean | CFP, ChFC, EA | Percentage of assets, Hourly |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Alan Nicolette | Nicolette Financial | Charlottesville | CFP | Hourly, Fixed fees |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Melanie Brophy | Next Play Financial Solutions | Ashburn | CFP | Hourly, Flat fee or retainer |
| Adam Smith | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Andrew Casteel | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Candace Lee | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Coleman Pollard | Steelhead Wealth Management | Glen Allen | 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 |
| Daniel Weinstein | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Donald Gresh | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Dunner | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| James Patterson | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jason Epps | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jhonny Merida Soto | Glassman Wealth | Arlington | CFP | Percentage of assets, Fixed fees |
| John Fennig | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Mark Fonville | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Matthew Brennan | Covenant Wealth Advisors | Reston | CFP | Percentage of assets |
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