Financial advisors for founders in Virginia

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.

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.

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.

See every fee-only advisor fee in Virginia

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for Virginia tax alongside federal tax?
6. 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.