W Wellspent
Wellspent public graph/Specialties/Estate planning/Virginia

Financial advisors for estate planning in Virginia

All 241 advisors

Fee-only advisors for estate planning in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Megan Waters Covenant Wealth Advisors Richmond CFP Percentage of assets
Michael Rettinger KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Rosana Nguyen Covenant Wealth Advisors Richmond CFP Percentage of assets
Travis Russell Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Trey Ellington Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Walter Hurt Covenant Wealth Advisors Richmond CFP Percentage of assets
Bianca San Monument Wealth Management Alexandria CFP Percentage of assets
Daniel Fortunato Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
David Quinn Pine Harbor Wealth Management Fairfax CFP Percentage of assets, One-time planning fee
Davis Gardner Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Dean Catino Monument Wealth Management Alexandria CFP Percentage of assets
Emily Harper Monument Wealth Management Alexandria CFP Percentage of assets
Gary Wood BDC Capital Management Glen Allen CFP Percentage of assets, Hourly
James Joseph Sentinel Wealth Management Reston CFP, ChFC, PFS Percentage of assets, Fixed fees
Jared Jones Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Jessica Gibbs Monument Wealth Management Arlington CFP Percentage of assets
Kevin McLoughlin Trio Wealth Management® Sterling CFP Percentage of assets, Fixed fees
Lisa Kirchenbauer Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Marc Wehmeyer Praetorian Guard Wealth Management Arlington CFP Percentage of assets
Matthew Shriver Alexander Randolph Advisory Reston CFP, CFA Percentage of assets, Hourly
Michelle Hundley Trio Wealth Management® Great Falls CFP Percentage of assets, Fixed fees
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Amanda Ansell OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Amy Moore OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Andrew Miller OLIO Financial Planning Mclean CFP Ongoing planning fee
Anthony Davis Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Anthony Jones CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Ashley Heatwole Graves Light Lenhart Private Wealth Management Harrisonburg CFP, CFA Percentage of assets
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Brian Jones CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Brian Talbott OLIO Financial Planning Mclean CFP Ongoing planning fee
Claire Craighill WealthCrossing Richmond CFP Percentage of assets, Fixed fees
David Greene CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
David Luck Advisor Financial Services Glen Allen CFP Percentage of assets, Hourly
Edwin Knowles The Knowles Company Oakton CFP Percentage of assets, Hourly
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Griffin Baker CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Harold Philipsen Tenzing Financial Williamsburg CFP, ChFC Percentage of assets, Fixed fees
Janet Wills Wills Financial Group Richmond CFP Percentage of assets, Hourly
Jay Arce Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Jeffrey Lenhart Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Jessica Ness CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
John Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
John Williams WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee