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Financial advisors for tax planning in Virginia

All 245 advisors

Fee-only advisors for tax planning in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Janet Wills Wills Financial Group Richmond CFP Percentage of assets, Hourly
Jay Arce Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Jerry Firebaugh Wayne Firebaugh Roanoke CFP Percentage of assets, Hourly
Jessica Ness CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
John Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
John Williams WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Jonathan Bailey WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Karen Blair CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Kevin Zywna Wealthway Financial Advisors Norfolk CFP Percentage of assets
Marvin Taylor Taylor Financial Group Roanoke CFP Percentage of assets, Fixed fees
Mary Boland Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Maynard Keller American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Michael Broadhurst Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
Michael Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Nathan Ward W&S Management Services Richmond Not listed Percentage of assets, Hourly
Parker Trasborg CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Peter Byrd Opulent Wealth Richmond CFP Percentage of assets, Fixed fees
Peter Rechter Rechter Wealth Management Clifton CFP Percentage of assets, One-time planning fee
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Samantha Link Brockenbrough Richmond CFP Percentage of assets, Fixed fees
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
Stephanie Stumpf WealthCrossing Richmond CFP, PFS Percentage of assets, Fixed fees
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Tarif Homsi NoorVest Leesburg Not listed Flat fee or retainer, Ongoing planning fee
Tina Babicz CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
Tracey Baker CJM Wealth Advisers Falls Church CFP Percentage of assets, Fixed fees
William Smith Wealthway Financial Advisors Norfolk CFP Percentage of assets
Zachary Tekamp Heritage Wealth Management Group Norfolk CFP Percentage of assets, Fixed fees
Caroline Baronian Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
David Armstrong Monument Wealth Management Alexandria CFA Percentage of assets
David Nelson Monument Wealth Management Alexandria CFA Percentage of assets
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Hilary Disher CAVU Wealth Advisors Reston CFP Percentage of assets, Fixed fees
John Jordan Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
Jonas Rohde Rohde Wealth Management Broadway Not listed Percentage of assets
Kishore Shah Lynx Investment Advisory Vienna ChFC Percentage of assets, Fixed fees
Stephen Trojan Flatiron Wealth Advisors Henrico Not listed Percentage of assets, Ongoing planning fee
Steven Henderson Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Aidan Banner Covenant Wealth Advisors Richmond Not listed Percentage of assets
Alex D'Attilio Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Andrew St.Jean Solitude Financial Charlottesville CFP Percentage of assets, Hourly
Anthony Castaldi Covenant Wealth Advisors Richmond Not listed Percentage of assets
Ashley Owens 11 Financial Gretna Not listed Percentage of assets, Hourly