# Financial advisors for founders in Virginia > For founders in Virginia, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Linda Rogers of Planning Within Reach, Ashley Heatwole of Graves Light Lenhart Private Wealth Management and Marshall Chambers of Heritage Wealth Advisors. Page: https://find.wellspent.co/specialties/founders-pre-exit/virginia/ 86 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 as a founder in Virginia? For founders in Virginia, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Linda Rogers of Planning Within Reach, Ashley Heatwole of Graves Light Lenhart Private Wealth Management and Marshall Chambers of Heritage Wealth Advisors. - [Linda Rogers](https://find.wellspent.co/advisors/linda-rogers/), Planning Within Reach, Virginia Beach. Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Ashley Heatwole](https://find.wellspent.co/advisors/ashley-heatwole/), Graves Light Lenhart Private Wealth Management, Harrisonburg. Holds the CFP and CFA. Fees on file: percentage of assets. - [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers/), Heritage Wealth Advisors, Richmond. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli/), Jade & Cowry, Arlington. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Maynard Keller](https://find.wellspent.co/advisors/maynard-keller/), American Financial Planning, Roanoke. Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee. - [Marc Wehmeyer](https://find.wellspent.co/advisors/marc-wehmeyer/), Praetorian Guard Wealth Management, Arlington. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Virginia work with founders? The Wellspent public graph lists 86 fee-only advisors for founders in Virginia, at 29 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Virginia located? Of the 86 fee-only advisors for founders in Virginia, 21 are in Richmond, followed by 9 in Harrisonburg and 7 in Glen Allen. ## How do fee-only advisors for founders in Virginia charge? The most common fee among fee-only advisors for founders in Virginia is a percentage of assets, used by 93% of the 86 with fees on file. Many use more than one: 73% charge fixed fees and 50% 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 founders have? For founders, look for the EA, CFP and CFA. In Virginia, 38% of the 86 advisors listed hold the CFP. - EA (1% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (38% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (7% of advisors listed): The CFA helps with investing a large sum at once. ## How do Virginia advisors for founders compare with the rest of the US? 73% of fee-only advisors for founders in Virginia charge fixed fees, compared with 57% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Virginia tax income on top of federal tax? Yes. Virginia has a state income tax, so a financial plan for a Virginia resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Virginia? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Virginia can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Virginia? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for Virginia tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | |---|---|---|---|---| | [Hui-chin Chen](https://find.wellspent.co/advisors/hui-chin-chen.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Linda Rogers](https://find.wellspent.co/advisors/linda-rogers.md) | Planning Within Reach | Virginia Beach, Virginia | CFP, EA, MSBA | Percentage of assets, One-time planning fee | | [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [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 | | [Christine Centeno](https://find.wellspent.co/advisors/christine-centeno.md) | Simplicity Wealth Management LLC | Glen Allen, Virginia | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Bailey Thornton](https://find.wellspent.co/advisors/bailey-thornton.md) | Kinloch Capital | Glen Allen, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Bryan Anderson](https://find.wellspent.co/advisors/bryan-anderson.md) | Caveness Wealth Advisory | Abingdon, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Daniel Fortunato](https://find.wellspent.co/advisors/daniel-fortunato.md) | Meridian Financial Partners | Warrenton, 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 | | [Jonathan Lopez](https://find.wellspent.co/advisors/jonathan-lopez-1534582.md) | Caveness Wealth Advisory | Abingdon, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Wehmeyer](https://find.wellspent.co/advisors/marc-wehmeyer.md) | Praetorian Guard Wealth Management | Arlington, Virginia | CFP | Percentage of assets | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Rebecca Blevins](https://find.wellspent.co/advisors/rebecca-blevins.md) | Caveness Wealth Advisory | Abingdon, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Irving](https://find.wellspent.co/advisors/sarah-irving.md) | Meridian Financial Partners | Warrenton, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Simmer](https://find.wellspent.co/advisors/sarah-simmer.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Sarah Yakel](https://find.wellspent.co/advisors/sarah-yakel.md) | Meridian Financial Partners | Warrenton, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Caveness](https://find.wellspent.co/advisors/tyler-caveness.md) | Caveness Wealth Advisory | Roanoke, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Davis](https://find.wellspent.co/advisors/anthony-davis.md) | Brass Capital | Leesburg, Virginia | CFP | Percentage of assets, Fixed fees | | [Ashley Heatwole](https://find.wellspent.co/advisors/ashley-heatwole.md) | Graves Light Lenhart Private Wealth Management | Harrisonburg, Virginia | CFP, CFA | Percentage of assets | | [Jeffrey Lenhart](https://find.wellspent.co/advisors/jeffrey-lenhart.md) | Graves Light Lenhart Private Wealth Management | Harrisonburg, Virginia | CFP | Percentage of assets | | [Jon Matlock](https://find.wellspent.co/advisors/jon-matlock.md) | American Financial Planning | Roanoke, Virginia | CFP | Flat fee or retainer, One-time planning fee | | [Mary Boland](https://find.wellspent.co/advisors/mary-boland.md) | Brass Capital | Leesburg, Virginia | CFP | Percentage of assets, Fixed fees | | [Maynard Keller](https://find.wellspent.co/advisors/maynard-keller.md) | American Financial Planning | Roanoke, Virginia | CFP | Flat fee or retainer, One-time planning fee | | [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 | | [Nicholas Perrine](https://find.wellspent.co/advisors/nicholas-perrine.md) | Graves Light Lenhart Private Wealth Management | Harrisonburg, Virginia | CFP | Percentage of assets | | [Ryan Waid](https://find.wellspent.co/advisors/ryan-waid.md) | Graves Light Lenhart Private Wealth Management | Harrisonburg, Virginia | CFP | Percentage of assets | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [John Jordan](https://find.wellspent.co/advisors/john-jordan.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Kenneth Turner](https://find.wellspent.co/advisors/kenneth-turner.md) | Next Up Wealth Advisors | King George, Virginia | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Trojan](https://find.wellspent.co/advisors/stephen-trojan.md) | Flatiron Wealth Advisors | Henrico, Virginia | | Percentage of assets, Ongoing planning fee | | [Steven Henderson](https://find.wellspent.co/advisors/steven-henderson.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | 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 | | [Alex D'Attilio](https://find.wellspent.co/advisors/alex-d-attilio.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Asa Graves](https://find.wellspent.co/advisors/asa-graves-2173587.md) | Graves Light Lenhart Private Wealth Management | Harrisonburg, Virginia | CFA | Percentage of assets | | [Ashley Owens](https://find.wellspent.co/advisors/ashley-owens-5993709.md) | 11 Financial | Gretna, Virginia | | Percentage of assets, Hourly, Fixed fees | | [David Budinger](https://find.wellspent.co/advisors/david-budinger.md) | Kinloch Capital | Glen Allen, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Donald Heishman](https://find.wellspent.co/advisors/donald-heishman.md) | Acorn Financial Services | Harrisonburg, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Berdell](https://find.wellspent.co/advisors/jennifer-berdell.md) | Kinloch Capital | Glen Allen, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Cox](https://find.wellspent.co/advisors/jonathan-cox.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Justin Souder](https://find.wellspent.co/advisors/justin-souder.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Mark Eid](https://find.wellspent.co/advisors/mark-eid.md) | Acts Financial Advisors | Mclean, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Mark Herman](https://find.wellspent.co/advisors/mark-herman.md) | Acorn Financial Services | Alexandria, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Michael Wakeham](https://find.wellspent.co/advisors/michael-wakeham.md) | Acorn Financial Services | Reston, Virginia | | Percentage of assets, Hourly, Fixed fees | | [Nevin Kaul](https://find.wellspent.co/advisors/nevin-kaul.md) | Kirk Capital Advisors | Vienna, Virginia | | Percentage of assets, Hourly | Showing the first 50 of 86. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/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) - [Family wealth transfer in Virginia](https://find.wellspent.co/specialties/family-wealth-transfer/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).