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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
Maria Bolanos Wong Manchester Capital Management Charlottesville Not listed Percentage of assets, Fixed fees
Maria Lavrentyeva BDC Capital Management Glen Allen Not listed Percentage of assets, Hourly
Michelle Fulcher Verus Capital Partners South Boston Not listed Percentage of assets, Hourly
Nathan Tonsager Monument Wealth Management Alexandria Not listed Percentage of assets
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Nicholas Joseph Sentinel Wealth Management Reston Not listed Percentage of assets, Fixed fees
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Alicia Borghi Z3 Capital Partners Richmond Not listed Percentage of assets
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Asa Graves Graves Light Lenhart Private Wealth Management Harrisonburg Not listed Percentage of assets
Austin Brockenbrough III Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Brae Beggs OLIO Financial Planning Mclean Not listed Ongoing planning fee
Cassandra Conte Taylor Financial Group Roanoke Not listed Percentage of assets, Fixed fees
Christopher Devlin Selective Wealth Management Forest CFA Percentage of assets
Gareth Mancini Z3 Capital Partners Richmond Not listed Percentage of assets
Grace Choi Wills Financial Group Richmond Not listed Percentage of assets, Hourly
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee
Jason Fink Graves Light Lenhart Private Wealth Management Harrisonburg Not listed Percentage of assets
Joseph Turkal Sierra Hotel Financial Triangle Not listed Percentage of assets, Fixed fees
Kelly Ryan OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Kurt Laubinger Potomac Wealth Management Great Falls Not listed Percentage of assets, Hourly
Mark Castonguay American Financial Planning Yorktown Not listed Flat fee or retainer, One-time planning fee
Mark Tekamp Heritage Wealth Management Group Norfolk Not listed Percentage of assets, Fixed fees
Mary Price CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Matthew Shaia Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Patrick Knowles The Knowles Company Oakton Not listed Percentage of assets, Hourly
Paul Harney CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Rachel Potters OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Richard Skeppstrom Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Scot Morris Z3 Capital Partners Richmond Not listed Percentage of assets
Todd Shears BlueSail Advisors Mclean Not listed Ongoing planning fee
Tracy Shackelford Tenzing Financial Williamsburg Not listed Percentage of assets, Fixed fees
Walter Robertson Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Alexander Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Kelly Cappello Argo Wealth Advisory Mclean Not listed Percentage of assets, Fixed fees
Michael Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Timothy Brinkman Integrity Investing Daleville Not listed Percentage of assets, Hourly
Xavier Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Brian Liedstrand Selective Wealth Management Forest Not listed Percentage of assets
Joshua Standeven Selective Wealth Management Forest Not listed Percentage of assets
Shannon Kirkpatrick Selective Wealth Management Forest Not listed Percentage of assets