Financial advisors for estate planning in Richmond, Virginia

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.

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.

See every fee-only advisor fee in Virginia

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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.