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Financial advisors for family wealth transfer in Virginia

All 103 advisors

Fee-only advisors for family wealth transfer in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Charles Caravati Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Christopher Culbertson Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Christopher Dion Brockenbrough Richmond CFA Percentage of assets, Fixed fees
David Lyons Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Donald Heishman Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
John Bowers Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Jonathan Cox Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Joseph Jennings Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Justin Souder Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Mark Herman Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Martin King Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Michael Wakeham Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Miles Laubinger Potomac Wealth Management Great Falls CFA Percentage of assets, Hourly
Nevin Kaul Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
Paige Ryan NorthStar Asset Management Charlottesville CFP Percentage of assets
Robert Burke Brockenbrough Richmond CFA Percentage of assets, Fixed fees
Ronald Whitley Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Sean Tyll Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Shannon Ware Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Steven Brandt Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Temiloluwa Adesodun Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
William Claiborne Brockenbrough Richmond CFA Percentage of assets, Fixed fees
William McCaffrey Glassy Mountain Advisors Arlington CFP Percentage of assets
William Taylor Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
Zachary Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Aaron Zitalone Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Chad Williamson Gratus Wealth Advisors Virginia Beach CFP Percentage of assets, Hourly
Charlotte Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Cheri Poston Gratus Wealth Advisors Virginia Beach CFP Percentage of assets, Hourly
Christopher Williams Capital Fiduciary Advisors Ashburn Not listed Percentage of assets, Hourly
Daniel Rowe Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Evelyn Ovando-Flores Omega Wealth Management Arlington Not listed Percentage of assets, Hourly
Gary Schlaffer Alexander Randolph Advisory Reston Not listed Percentage of assets, Hourly
Kaitlyn Kocuba Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Lauren Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Maria Bolanos Wong Manchester Capital Management Charlottesville Not listed Percentage of assets, Fixed fees
Meagan Roberts Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Mikai Thomas Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Roberta Keller Alexis Advisors Richmond Not listed Percentage of assets, Hourly
Travis Johnson Generational Private Wealth Ashburn CFP Percentage of assets
Wesley Cullinane Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Zuzanna Kaczmarek Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Austin Brockenbrough III Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Kurt Laubinger Potomac Wealth Management Great Falls Not listed Percentage of assets, Hourly
Matthew Shaia Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Patrick Knowles The Knowles Company Oakton Not listed Percentage of assets, Hourly
Richard Skeppstrom Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Tracy Shackelford Tenzing Financial Williamsburg Not listed Percentage of assets, Fixed fees
Walter Robertson Brockenbrough Richmond Not listed Percentage of assets, Fixed fees