# Financial advisors for estate planning in Richmond, Virginia > For estate planning in Richmond, 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 Eric Scruggs of Covenant Wealth Advisors, Shawn Perkins of Genuine Wealth Solutions LLC and Stephanie Stumpf of WealthCrossing. Page: https://find.wellspent.co/specialties/estate-planning/virginia/richmond/ 44 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Richmond? For estate planning in Richmond, 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 Eric Scruggs of Covenant Wealth Advisors, Shawn Perkins of Genuine Wealth Solutions LLC and Stephanie Stumpf of WealthCrossing. - [Eric Scruggs](https://find.wellspent.co/advisors/eric-scruggs-6082402/), Covenant Wealth Advisors, Richmond City. Holds the CFP. Fees on file: percentage of assets. - [Shawn Perkins](https://find.wellspent.co/advisors/shawn-perkins/), Genuine Wealth Solutions LLC, Richmond City. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Stephanie Stumpf](https://find.wellspent.co/advisors/stephanie-stumpf/), WealthCrossing, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Janet Wills](https://find.wellspent.co/advisors/janet-wills/), Wills Financial Group, Richmond City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Peter Byrd](https://find.wellspent.co/advisors/peter-byrd/), Opulent Wealth, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Samantha Link](https://find.wellspent.co/advisors/samantha-link/), Brockenbrough, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Richmond work on estate planning? The Wellspent public graph lists 44 fee-only advisors for estate planning in Richmond, at 9 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Richmond charge? The most common fee among fee-only advisors for estate planning in Richmond is a percentage of assets, used by 98% of the 44 with fees on file. Many use more than one: 55% charge fixed fees and 36% charge performance-based 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Richmond, 41% of the 44 advisors listed hold the CFP. - CFP (41% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Richmond advisors for estate planning compare with the rest of the US? 36% of fee-only advisors for estate planning in Richmond charge performance-based fees, compared with 5% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Richmond? - 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 Richmond? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Shawn Perkins](https://find.wellspent.co/advisors/shawn-perkins.md) | Genuine Wealth Solutions LLC | Richmond, Virginia | AWMA, CFP | Ongoing planning fee, One-time planning fee | | [Adam Smith](https://find.wellspent.co/advisors/adam-smith.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Andrew Casteel](https://find.wellspent.co/advisors/andrew-casteel.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Eric Scruggs](https://find.wellspent.co/advisors/eric-scruggs-6082402.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Jacob Preston](https://find.wellspent.co/advisors/jacob-preston.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Mark Fonville](https://find.wellspent.co/advisors/mark-fonville.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Megan Waters](https://find.wellspent.co/advisors/megan-waters.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Rosana Nguyen](https://find.wellspent.co/advisors/rosana-nguyen.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Walter Hurt](https://find.wellspent.co/advisors/walter-hurt.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Claire Craighill](https://find.wellspent.co/advisors/claire-craighill.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Janet Wills](https://find.wellspent.co/advisors/janet-wills.md) | Wills Financial Group | Richmond, Virginia | CFP | Percentage of assets, Hourly | | [John King](https://find.wellspent.co/advisors/john-king.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [John Williams](https://find.wellspent.co/advisors/john-williams-7245735.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Jonathan Bailey](https://find.wellspent.co/advisors/jonathan-bailey.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Mitchell Crowder](https://find.wellspent.co/advisors/mitchell-crowder.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Nathan Ward](https://find.wellspent.co/advisors/nathan-ward.md) | W&S Management Services | Richmond, Virginia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Peter Byrd](https://find.wellspent.co/advisors/peter-byrd.md) | Opulent Wealth | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Samantha Link](https://find.wellspent.co/advisors/samantha-link.md) | Brockenbrough | Richmond, Virginia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Stephanie Stumpf](https://find.wellspent.co/advisors/stephanie-stumpf.md) | WealthCrossing | Richmond, Virginia | CFP, PFS | Percentage of assets, Fixed fees | | [Taylor Turner](https://find.wellspent.co/advisors/taylor-turner.md) | Taylor Turner Wealth Management LLC | Richmond, Virginia | | Percentage of assets, Flat fee or retainer | | [Aidan Banner](https://find.wellspent.co/advisors/aidan-banner.md) | Covenant Wealth Advisors | Richmond, Virginia | | Percentage of assets | | [Anthony Castaldi](https://find.wellspent.co/advisors/anthony-castaldi.md) | Covenant Wealth Advisors | Richmond, Virginia | | Percentage of assets | | [Austin Brockenbrough IV](https://find.wellspent.co/advisors/austin-brockenbrough-iv.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Cameron Malekuti](https://find.wellspent.co/advisors/cameron-malekuti.md) | Covenant Wealth Advisors | Richmond, Virginia | | Percentage of assets | | [Charles Caravati](https://find.wellspent.co/advisors/charles-caravati.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Culbertson](https://find.wellspent.co/advisors/christopher-culbertson.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Dion](https://find.wellspent.co/advisors/christopher-dion.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [David Lyons](https://find.wellspent.co/advisors/david-lyons.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Evan Moog](https://find.wellspent.co/advisors/evan-moog.md) | Wills Financial Group | Richmond, Virginia | CFA | Percentage of assets, Hourly | | [John Bowers](https://find.wellspent.co/advisors/john-bowers.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Jennings](https://find.wellspent.co/advisors/joseph-jennings.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Katherine Fonville](https://find.wellspent.co/advisors/katherine-fonville.md) | Covenant Wealth Advisors | Richmond, Virginia | | Percentage of assets | | [Martin King](https://find.wellspent.co/advisors/martin-king.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Robert Burke](https://find.wellspent.co/advisors/robert-burke.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [William Claiborne](https://find.wellspent.co/advisors/william-claiborne.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Alicia Borghi](https://find.wellspent.co/advisors/alicia-borghi.md) | Z3 Capital Partners | Richmond, Virginia | | Percentage of assets | | [Andrea Broughton](https://find.wellspent.co/advisors/andrea-broughton.md) | WealthCrossing | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Austin Brockenbrough III](https://find.wellspent.co/advisors/austin-brockenbrough-iii.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Gareth Mancini](https://find.wellspent.co/advisors/gareth-mancini.md) | Z3 Capital Partners | Richmond, Virginia | | Percentage of assets | | [Grace Choi](https://find.wellspent.co/advisors/grace-choi.md) | Wills Financial Group | Richmond, Virginia | | Percentage of assets, Hourly | | [Matthew Shaia](https://find.wellspent.co/advisors/matthew-shaia.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Richard Skeppstrom](https://find.wellspent.co/advisors/richard-skeppstrom.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Scot Morris](https://find.wellspent.co/advisors/scot-morris.md) | Z3 Capital Partners | Richmond, Virginia | | Percentage of assets | | [Walter Robertson](https://find.wellspent.co/advisors/walter-robertson.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Tax planning in Richmond](https://find.wellspent.co/specialties/tax-planning/virginia/richmond.md) - [Family wealth transfer in Richmond](https://find.wellspent.co/specialties/family-wealth-transfer/virginia/richmond.md) - [Retirement planning in Richmond](https://find.wellspent.co/specialties/retirement-planning/virginia/richmond.md) - [Retirees in Richmond](https://find.wellspent.co/audiences/retirees/virginia/richmond.md) - [Pre-retirees in Richmond](https://find.wellspent.co/audiences/pre-retirees/virginia/richmond.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).