# Financial advisors for family wealth transfer in Virginia > For family wealth transfer in Virginia, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Jason Howell of Jason Howell Company, Deborah Klein of Azzad Asset Management and Bill Jensen of Acadia Financial Services LLC. Page: https://find.wellspent.co/specialties/family-wealth-transfer/virginia/ 103 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 passing wealth to the next generation in Virginia? For family wealth transfer in Virginia, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Jason Howell of Jason Howell Company, Deborah Klein of Azzad Asset Management and Bill Jensen of Acadia Financial Services LLC. - [Jason Howell](https://find.wellspent.co/advisors/jason-howell/), Jason Howell Company, Vienna. Holds the CFP and CPWA. Fees on file: percentage of assets, hourly. - [Deborah Klein](https://find.wellspent.co/advisors/deborah-klein/), Azzad Asset Management, Falls Church. Holds the CFP. Fees on file: percentage of assets. - [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen/), Acadia Financial Services LLC, Burke. Holds the CFP. Fees on file: ongoing planning fee, percentage of assets. - [Samantha Link](https://find.wellspent.co/advisors/samantha-link/), Brockenbrough, Richmond. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Harold Philipsen](https://find.wellspent.co/advisors/harold-philipsen/), Tenzing Financial, Williamsburg. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [David Miller](https://find.wellspent.co/advisors/david-miller/), Rule72 Financial, Potomac Falls. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Virginia work on family wealth transfer? The Wellspent public graph lists 103 fee-only advisors for family wealth transfer in Virginia, at 31 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Virginia located? Of the 103 fee-only advisors for family wealth transfer in Virginia, 40 are in Richmond, followed by 12 in Falls Church and 8 in Reston. ## How do fee-only advisors for family wealth transfer in Virginia charge? The most common fee among fee-only advisors for family wealth transfer in Virginia is a percentage of assets, used by 100% of the 103 with fees on file. Many use more than one: 80% charge fixed fees and 33% charge by the hour. ## 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 family wealth transfer have? For family wealth transfer, look for the CFP and CPWA. In Virginia, 37% of the 103 advisors listed hold the CFP. - CFP (37% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPWA (1% of advisors listed): The CPWA focuses on high-net-worth planning. ## How do Virginia advisors for family wealth transfer compare with the rest of the US? 80% of fee-only advisors for family wealth transfer in Virginia charge fixed fees, compared with 62% of the 3,385 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 passing wealth to the next generation in Virginia? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer in Virginia? 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 | |---|---|---|---|---| | [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen.md) | Acadia Financial Services LLC | Burke, Virginia | CFP, EA | Ongoing planning fee, Percentage of assets | | [David Miller](https://find.wellspent.co/advisors/david-miller.md) | Rule72 Financial | Potomac Falls, Virginia | CFP, MSC | Percentage of assets, Hourly, Fixed fees | | [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Deborah Klein](https://find.wellspent.co/advisors/deborah-klein.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets | | [Fatima Iqbal](https://find.wellspent.co/advisors/fatima-iqbal.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets | | [Ibtasam Mahmood](https://find.wellspent.co/advisors/ibtasam-mahmood.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets | | [Reem Hussein](https://find.wellspent.co/advisors/reem-hussein.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets | | [Samer Eshmawy](https://find.wellspent.co/advisors/samer-eshmawy.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets | | [Catherine Atwood](https://find.wellspent.co/advisors/catherine-atwood.md) | Founders Grove Wealth Partners | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Coleman Pollard](https://find.wellspent.co/advisors/coleman-pollard.md) | Steelhead Wealth Management | Glen Allen, Virginia | CFP | Percentage of assets, Fixed fees | | [Jeremiah Winters](https://find.wellspent.co/advisors/jeremiah-winters.md) | Founders Grove Wealth Partners | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Trey Ellington](https://find.wellspent.co/advisors/trey-ellington.md) | Steelhead Wealth Management | Glen Allen, Virginia | CFP | Percentage of assets, Fixed fees | | [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Davis Gardner](https://find.wellspent.co/advisors/davis-gardner.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Delores Remo](https://find.wellspent.co/advisors/delores-remo.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Jared Jones](https://find.wellspent.co/advisors/jared-jones.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin McLoughlin](https://find.wellspent.co/advisors/kevin-mcloughlin.md) | Trio Wealth Management® | Sterling, Virginia | CFP | Percentage of assets, Fixed fees | | [Lisa Kirchenbauer](https://find.wellspent.co/advisors/lisa-kirchenbauer.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Matthew Shriver](https://find.wellspent.co/advisors/matthew-shriver.md) | Alexander Randolph Advisory | Reston, Virginia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michelle Hundley](https://find.wellspent.co/advisors/michelle-hundley.md) | Trio Wealth Management® | Great Falls, Virginia | CFP | Percentage of assets, Fixed fees | | [Sarah Simmer](https://find.wellspent.co/advisors/sarah-simmer.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Atta Khan](https://find.wellspent.co/advisors/atta-khan.md) | Azzad Asset Management | Falls Church, Virginia | | Percentage of assets | | [Ayman Khalil](https://find.wellspent.co/advisors/ayman-khalil.md) | Azzad Asset Management | Falls Church, Virginia | | Percentage of assets | | [Bashar Qasem](https://find.wellspent.co/advisors/bashar-qasem.md) | Azzad Asset Management | Falls Church, Virginia | | Percentage of assets | | [Claire Craighill](https://find.wellspent.co/advisors/claire-craighill.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Edwin Knowles](https://find.wellspent.co/advisors/edwin-knowles.md) | The Knowles Company | Oakton, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Ehab Alalfey](https://find.wellspent.co/advisors/ehab-alalfey.md) | Azzad Asset Management | Falls Church, Virginia | | Percentage of assets | | [Harold Philipsen](https://find.wellspent.co/advisors/harold-philipsen.md) | Tenzing Financial | Williamsburg, Virginia | CFP, ChFC | Percentage of assets, Fixed fees | | [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 | | [Joshua Brockwell](https://find.wellspent.co/advisors/joshua-brockwell.md) | Azzad Asset Management | Falls Church, Virginia | | Percentage of assets | | [Mitchell Crowder](https://find.wellspent.co/advisors/mitchell-crowder.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Robert Kohn](https://find.wellspent.co/advisors/robert-kohn.md) | Tenzing Financial | Williamsburg, 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 | | [Tameem Qasem](https://find.wellspent.co/advisors/tameem-qasem.md) | Azzad Asset Management | Falls Church, Virginia | | Percentage of assets | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [David Thompson](https://find.wellspent.co/advisors/david-thompson-7112392.md) | Petra Wealth Management | Fredericksburg, Virginia | | Percentage of assets, Hourly | | [John Jordan](https://find.wellspent.co/advisors/john-jordan.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Jonas Rohde](https://find.wellspent.co/advisors/jonas-rohde.md) | Rohde Wealth Management | Broadway, Virginia | | Percentage of assets | | [Kishore Shah](https://find.wellspent.co/advisors/kishore-shah.md) | Lynx Investment Advisory | Vienna, Virginia | ChFC | Percentage of assets, Fixed fees, Performance-based fees | | [Samantha Vicchiarelli](https://find.wellspent.co/advisors/samantha-vicchiarelli.md) | Alexis Advisors | Richmond, Virginia | ChFC | Percentage of assets, Hourly | | [Scott Marx](https://find.wellspent.co/advisors/scott-marx.md) | SMP Financial Planning | Falls Church, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Henderson](https://find.wellspent.co/advisors/steven-henderson.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Alex D'Attilio](https://find.wellspent.co/advisors/alex-d-attilio.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Austin Brockenbrough IV](https://find.wellspent.co/advisors/austin-brockenbrough-iv.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Axel Bellars](https://find.wellspent.co/advisors/axel-bellars.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | | [Brad Harris](https://find.wellspent.co/advisors/brad-harris.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia | | Percentage of assets, Fixed fees | Showing the first 50 of 103. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/virginia/?page=2 ## Related - [Retirement planning in Virginia](https://find.wellspent.co/specialties/retirement-planning/virginia.md) - [Tax planning in Virginia](https://find.wellspent.co/specialties/tax-planning/virginia.md) - [Estate planning in Virginia](https://find.wellspent.co/specialties/estate-planning/virginia.md) - [Retirees in Virginia](https://find.wellspent.co/audiences/retirees/virginia.md) - [Pre-retirees in Virginia](https://find.wellspent.co/audiences/pre-retirees/virginia.md) - [Founders in Virginia](https://find.wellspent.co/specialties/founders-pre-exit/virginia.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).