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
Jonathan Bailey WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Karen Blair CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Kevin Zywna Wealthway Financial Advisors Norfolk CFP Percentage of assets
Marvin Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Mary Boland Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Maynard Keller American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Michael Broadhurst Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
Michael Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Nathan Ward W&S Management Services Richmond Not listed Percentage of assets, Hourly
Nicholas Perrine Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Parker Trasborg CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Peter Byrd Opulent Wealth Richmond CFP Percentage of assets, Fixed fees
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Robert Kohn Tenzing Financial Williamsburg CFP Percentage of assets, Fixed fees
Ryan Waid Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Samantha Link Brockenbrough Richmond CFP Percentage of assets, Fixed fees
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
Stephanie Stumpf WealthCrossing Richmond CFP, PFS Percentage of assets, Fixed fees
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Tarif Homsi NoorVest Leesburg Not listed Flat fee or retainer, Ongoing planning fee
Tina Babicz CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Tracey Baker CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
William Smith Wealthway Financial Advisors Norfolk CFP Percentage of assets
Zachary Tekamp Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
David Armstrong Monument Wealth Management Alexandria CFA Percentage of assets
David Nelson Monument Wealth Management Alexandria CFA Percentage of assets
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Jason Hemeon Argo Wealth Advisory Mclean CFP, ChFC Percentage of assets, Fixed fees
Jonas Rohde Rohde Wealth Management Broadway Not listed Percentage of assets
Kenneth Turner Next Up Wealth Advisors King George CFP Percentage of assets, Hourly
Kishore Shah Lynx Investment Advisory Vienna ChFC Percentage of assets, Fixed fees
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Aidan Banner Covenant Wealth Advisors Richmond Not listed Percentage of assets
Alex D'Attilio Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Andrew Neiderer Selective Wealth Management Forest CFP Percentage of assets
Anthony Castaldi Covenant Wealth Advisors Richmond Not listed Percentage of assets
Asa Graves Graves Light Lenhart Private Wealth Management Harrisonburg CFA Percentage of assets
Ashley Owens 11 Financial Gretna Not listed Percentage of assets, Hourly
Austin Brockenbrough IV Brockenbrough Richmond CFA Percentage of assets, Fixed fees
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
Cameron Malekuti Covenant Wealth Advisors Richmond Not listed Percentage of assets
Charles Caravati Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Charles Gibbons KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Christopher Culbertson Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Christopher Dion Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Daniel Seltzer Arrow Wealth Advisors Lynchburg CFP Percentage of assets, Hourly