Financial advisors for tax planning in Virginia
Which financial advisor should I talk to about tax planning in Virginia?
For tax planning in Virginia, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include John W. Bowen of Bowen Financial Services, LLC, Elizabeth Gilmore of Gilmore Financial Planning and Bill Jensen of Acadia Financial Services LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- John W. Bowen Bowen Financial Services, LLC, Midlothian Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly.
- Elizabeth Gilmore Gilmore Financial Planning, Herndon Holds the EA and CFP. Fees on file: subscription, one-time planning fee.
- Bill Jensen Acadia Financial Services LLC, Burke Holds the EA and CFP. Fees on file: ongoing planning fee, percentage of assets.
- Linda Rogers Planning Within Reach, Virginia Beach Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Michael Powers Manuka Financial, LLC, Richmond Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Walter Jessee Impact Financial, Richmond Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Virginia work on tax planning?
The Wellspent public graph lists 245 fee-only advisors for tax planning in Virginia, at 86 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in Virginia located?
Of the 245 fee-only advisors for tax planning in Virginia, 71 are in Richmond, followed by 22 in Falls Church and 14 in Alexandria.
Plus 116 in other cities.
How do fee-only advisors for tax planning in Virginia charge?
The most common fee among fee-only advisors for tax planning in Virginia is a percentage of assets, used by 85% of the 245 with fees on file. Many use more than one: 53% charge fixed fees and 29% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Virginia, 53% of the 245 advisors listed hold the CFP.
- EA2% in Virginia
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Virginia
- CPAs bring broad tax and accounting depth.
- CFP53% in Virginia
- The CFP connects tax decisions to the rest of the plan.
How do Virginia advisors for tax planning compare with the rest of the US?
29% of fee-only advisors for tax planning in Virginia charge by the hour, compared with 41% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Virginia. Light bars are all US advisors for tax planning.
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 should I ask a financial advisor about tax planning in Virginia?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Virginia tax alongside federal tax?
How current is this list of fee-only advisors for tax planning 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.
All 245 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| DAN Honsberger Advice-only planning for complex situations, from taxes and insurance reviews to equity compensation and inherited IRAs, by the hour or ongoing. | Reel Financial Planning | Midlothian | CFP | Subscription, One-time planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Ashley Coake | Cultivate Financial Planning | Radford | CFP, EA | Flat fee or retainer |
| Bill Nelson | Pacesetter Planning LLC | Arlington | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| Robert Tull | Tull Financial Group, Inc. | Chesapeake | CFP, MBA | Percentage of assets, Hourly |
| Wade Brittingham | Stock Plan Advisory Group LLC | Alexandria | CFP | Percentage of assets, Ongoing planning fee |
| Colin Page | Oakleigh Wealth Services | Crozet | CFP | Flat fee or retainer, Ongoing planning fee |
| David Marotta | Marotta Wealth Management, Inc. | Charlottesville | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly |
| John W. Bowen | Bowen Financial Services, LLC | Midlothian | CFP, EA, CPA | Percentage of assets, Hourly |
| Michael Powers | Manuka Financial, LLC | Richmond | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Shawn Perkins | Genuine Wealth Solutions LLC | Richmond | AWMA, CFP | Ongoing planning fee, One-time planning fee |
| Tom Massie | Massie Financial Planning | Alexandria | CFP | Percentage of assets, Flat fee or retainer |
| Anthony Lombard Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy. | Noteworthy Financial | Fairfax Station | CFP | Subscription, One-time planning fee |
| Christopher Urban | Discovery Wealth Planning LLC | Vienna | CFP, MBA, RICP, TPCP | Hourly, One-time planning fee |
| Daniel Kenny | FI-nancial Planner LLC | Hamilton | CFP, CPA | Ongoing planning fee, Percentage of assets |
| Darren Koch | Steigerwald, Gordon & Koch Inc. | Leesburg | CEPA, CFP, CRPS, Other | Percentage of assets, Hourly |
| David Miller | Rule72 Financial | Potomac Falls | CFP, MSC | Percentage of assets, Hourly |
| Omen Quelvog | Formynder Wealth Management, LLC | Fredericksburg | CFP | Flat fee or retainer, Ongoing planning fee |
| Timothy Murray | Gladwyn Financial Advisors, Inc. | Chantilly | CDFA, CFP | Percentage of assets, Hourly |
| Walter Jessee | Impact Financial | Richmond | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Anthony Reynolds | CoreTegic Capital Wealth Management | Arlington | CFP, ChFC, MBA | Percentage of assets, Hourly |
| Elizabeth Gilmore Flat-fee guidance for self-directed investors who keep control of their accounts while working toward financial freedom and retirement. | Gilmore Financial Planning | Herndon | CFP, EA | Subscription, One-time planning fee |
| Joanne Burke | Birch Street Financial Advisors LLC | Vienna | CFP, CPA, PFS | Percentage of assets, Hourly |
| Marshall Groom | Groom Financial Advisory | Virginia Beach | CFP, JD | Percentage of assets, One-time planning fee |
| Eric Hess | Alpha Financial Advisors, LLC | McLean | CFP, ChFC, EA | Percentage of assets, Hourly |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Alan Nicolette | Nicolette Financial | Charlottesville | CFP | Hourly, Fixed fees |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Melanie Brophy | Next Play Financial Solutions | Ashburn | CFP | Hourly, Flat fee or retainer |
| Adam Smith | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Andrew Casteel | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Candace Lee | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Catherine Atwood | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Coleman Pollard | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Colin Gerrety | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Dana Sippel | Glassman Wealth | Vienna | CFP, PFS | Percentage of assets, Fixed fees |
| Daniel Weinstein | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Donald Gresh | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Dunner | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
Want a shorter list for tax planning?
Tell us what you need and we'll narrow Virginia's 245 advisors to the few who fit.
Get matched in 2 minutes