Financial advisors for family wealth transfer in Virginia

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.

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.

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.

See every fee-only advisor fee in Virginia

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. 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.