Financial advisors for retirement planning in McLean, Virginia

Which financial advisor should I talk to about retirement planning in McLean?

For retirement planning in McLean, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Brian Talbott of OLIO Financial Planning, Karen Monborne of Advisors Financial and Christopher Brown of Brown | Miller Wealth Management.

How many fee-only financial advisors in McLean work on retirement planning?

The Wellspent public graph lists 28 fee-only advisors for retirement planning in McLean, at 7 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for retirement planning in McLean charge?

The most common fee among fee-only advisors for retirement planning in McLean is a percentage of assets, used by 75% of the 28 with fees on file. Many use more than one: 75% charge fixed fees and 64% 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 retirement planning have?

For retirement planning, look for the CFP. In McLean, 64% of the 28 advisors listed hold the CFP.

Does Virginia tax Social Security?

No. Virginia doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.

What should I ask a financial advisor about retirement planning in McLean?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. How does Virginia tax each source of my retirement income?

How current is this list of fee-only advisors for retirement planning in McLean?

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.