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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
Johnny Medina RidgeOak Wealth Arlington Not listed Percentage of assets
Joshua Zins Plandeavor Arlington Not listed Ongoing planning fee, One-time planning fee
Julie Waitman Verus Financial Partners Richmond Not listed Percentage of assets
Kaitlyn Kocuba Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Lauren Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Lindsey Hadfield Verus Financial Partners Richmond Not listed Percentage of assets
Lucas Hodge Monument Wealth Management Alexandria Not listed Percentage of assets
Maria Bolanos Wong Manchester Capital Management Charlottesville Not listed Percentage of assets, Fixed fees
Maria Lavrentyeva BDC Capital Management Glen Allen Not listed Percentage of assets, Hourly
Meagan Roberts Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Michelle Fulcher Verus Capital Partners South Boston Not listed Percentage of assets, Hourly
Mikai Thomas Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Nathan Tonsager Monument Wealth Management Alexandria Not listed Percentage of assets
Nicholas Joseph Sentinel Wealth Management Reston Not listed Percentage of assets, Fixed fees
Noelle Moser Verus Financial Partners Richmond Not listed Percentage of assets
Shaobo Li Dominguez Wealth Management Solutions Williamsburg Not listed Percentage of assets, Hourly
Wesley Cullinane Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Zuzanna Kaczmarek Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Austin Brockenbrough III Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Brae Beggs OLIO Financial Planning Mclean Not listed Ongoing planning fee
Brian Davet R & J Financial Partners Winchester PFS Percentage of assets, Hourly
Cassandra Conte Taylor Financial Group Roanoke Not listed Percentage of assets, Fixed fees
Clifton Rutherford R & J Financial Partners Winchester PFS Percentage of assets, Hourly
Geoffrey Sirhal CharMarLine Wealth Management Lynchburg Not listed Percentage of assets
Grace Choi Wills Financial Group Richmond Not listed Percentage of assets, Hourly
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee
Joseph Turkal Sierra Hotel Financial Triangle Not listed Percentage of assets, Fixed fees
Kelly Ryan OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Mark Castonguay American Financial Planning Yorktown Not listed Flat fee or retainer, One-time planning fee
Mark Tekamp Heritage Wealth Management Group Norfolk Not listed Percentage of assets, Fixed fees
Mary Price CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Matthew Shaia Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Paul Harney CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Rachel Potters OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Richard Skeppstrom Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Sean Palmer Rechter Wealth Management Clifton Not listed Percentage of assets, One-time planning fee
Todd Shears BlueSail Advisors Mclean Not listed Ongoing planning fee
Walter Robertson Brockenbrough Richmond Not listed Percentage of assets, Fixed fees
Casey Bibb Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Jimmy Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Linwood Fraher Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Samuel Benson Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Theresa Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Gene Kowalski Solitude Financial Charlottesville Not listed Percentage of assets, Hourly