# Financial advisors for tax planning in Richmond, Virginia > For tax planning in Richmond, 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 Michael Powers of Manuka Financial, LLC, Walter Jessee of Impact Financial and David Kozlowski of Verus Financial Partners. Page: https://find.wellspent.co/specialties/tax-planning/virginia/richmond/ 71 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Richmond? For tax planning in Richmond, 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 Michael Powers of Manuka Financial, LLC, Walter Jessee of Impact Financial and David Kozlowski of Verus Financial Partners. - [Michael Powers](https://find.wellspent.co/advisors/michael-powers/), Manuka Financial, LLC, Richmond City. Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Walter Jessee](https://find.wellspent.co/advisors/walter-jessee/), Impact Financial, Richmond City. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [David Kozlowski](https://find.wellspent.co/advisors/david-kozlowski/), Verus Financial Partners, Richmond City. Holds the CFP. Fees on file: percentage of assets. - [Andrew Casteel](https://find.wellspent.co/advisors/andrew-casteel/), Covenant Wealth Advisors, Richmond City. Holds the CFP. Fees on file: percentage of assets. - [Shawn Perkins](https://find.wellspent.co/advisors/shawn-perkins/), Genuine Wealth Solutions LLC, Richmond City. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Claire Craighill](https://find.wellspent.co/advisors/claire-craighill/), WealthCrossing, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Richmond work on tax planning? The Wellspent public graph lists 71 fee-only advisors for tax planning in Richmond, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Richmond charge? The most common fee among fee-only advisors for tax planning in Richmond is a percentage of assets, used by 97% of the 71 with fees on file. Many use more than one: 56% charge fixed fees and 23% charge performance-based fees. ## 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 CPA and CFP. In Richmond, 48% of the 71 advisors listed hold the CFP. - CPA (3% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (48% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Richmond advisors for tax planning compare with the rest of the US? 23% of fee-only advisors for tax planning in Richmond charge performance-based fees, compared with 5% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Richmond? - 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 Richmond? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Michael Powers](https://find.wellspent.co/advisors/michael-powers.md) | Manuka Financial, LLC | Richmond, Virginia | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee | | [Shawn Perkins](https://find.wellspent.co/advisors/shawn-perkins.md) | Genuine Wealth Solutions LLC | Richmond, Virginia | AWMA, CFP | Ongoing planning fee, One-time planning fee | | [Walter Jessee](https://find.wellspent.co/advisors/walter-jessee.md) | Impact Financial | Richmond, Virginia | CFP, CPA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Adam Smith](https://find.wellspent.co/advisors/adam-smith.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Andrew Casteel](https://find.wellspent.co/advisors/andrew-casteel.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Catherine Atwood](https://find.wellspent.co/advisors/catherine-atwood.md) | Founders Grove Wealth Partners | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Eric Scruggs](https://find.wellspent.co/advisors/eric-scruggs-6082402.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Jacob Preston](https://find.wellspent.co/advisors/jacob-preston.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Jeremiah Winters](https://find.wellspent.co/advisors/jeremiah-winters.md) | Founders Grove Wealth Partners | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Mark Fonville](https://find.wellspent.co/advisors/mark-fonville.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Megan Waters](https://find.wellspent.co/advisors/megan-waters.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Rosana Nguyen](https://find.wellspent.co/advisors/rosana-nguyen.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Walter Hurt](https://find.wellspent.co/advisors/walter-hurt.md) | Covenant Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets | | [Brian Welch](https://find.wellspent.co/advisors/brian-welch.md) | Verus Financial Partners | Richmond, Virginia | CFP | Percentage of assets | | [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [David Kozlowski](https://find.wellspent.co/advisors/david-kozlowski.md) | Verus Financial Partners | Richmond, Virginia | CFP | Percentage of assets | | [Delores Remo](https://find.wellspent.co/advisors/delores-remo.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Edward Hoppe](https://find.wellspent.co/advisors/edward-hoppe.md) | Verus Financial Partners | Richmond, Virginia | CFP, PFS | Percentage of assets | | [Jacob Fram](https://find.wellspent.co/advisors/jacob-fram.md) | Verus Financial Partners | Richmond, Virginia | CFP | Percentage of assets | | [Kristin Lindsay](https://find.wellspent.co/advisors/kristin-lindsay.md) | Verus Financial Partners | Richmond, Virginia | CFP | Percentage of assets | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Sarah Simmer](https://find.wellspent.co/advisors/sarah-simmer.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Sloan Chittenden](https://find.wellspent.co/advisors/sloan-chittenden.md) | Verus Financial Partners | Richmond, Virginia | CFP | Percentage of assets | | [Tyler Snow](https://find.wellspent.co/advisors/tyler-snow.md) | Verus Financial Partners | Richmond, Virginia | CFP | Percentage of assets | | [William Lagos](https://find.wellspent.co/advisors/william-lagos.md) | Verus Financial Partners | Richmond, Virginia | CFP, ChFC | Percentage of assets | | [Claire Craighill](https://find.wellspent.co/advisors/claire-craighill.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Janet Wills](https://find.wellspent.co/advisors/janet-wills.md) | Wills Financial Group | Richmond, Virginia | CFP | Percentage of assets, Hourly | | [John King](https://find.wellspent.co/advisors/john-king.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [John Williams](https://find.wellspent.co/advisors/john-williams-7245735.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Jonathan Bailey](https://find.wellspent.co/advisors/jonathan-bailey.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Mitchell Crowder](https://find.wellspent.co/advisors/mitchell-crowder.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Nathan Ward](https://find.wellspent.co/advisors/nathan-ward.md) | W&S Management Services | Richmond, Virginia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Peter Byrd](https://find.wellspent.co/advisors/peter-byrd.md) | Opulent Wealth | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Samantha Link](https://find.wellspent.co/advisors/samantha-link.md) | Brockenbrough | Richmond, Virginia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Stephanie Stumpf](https://find.wellspent.co/advisors/stephanie-stumpf.md) | WealthCrossing | Richmond, Virginia | CFP, PFS | Percentage of assets, Fixed fees | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [John Jordan](https://find.wellspent.co/advisors/john-jordan.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Steven Henderson](https://find.wellspent.co/advisors/steven-henderson.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Taylor Turner](https://find.wellspent.co/advisors/taylor-turner.md) | Taylor Turner Wealth Management LLC | Richmond, Virginia | | Percentage of assets, Flat fee or retainer | | [Aidan Banner](https://find.wellspent.co/advisors/aidan-banner.md) | Covenant Wealth Advisors | Richmond, Virginia | | Percentage of assets | | [Anthony Castaldi](https://find.wellspent.co/advisors/anthony-castaldi.md) | Covenant Wealth Advisors | Richmond, Virginia | | Percentage of assets | | [Austin Brockenbrough IV](https://find.wellspent.co/advisors/austin-brockenbrough-iv.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Cameron Malekuti](https://find.wellspent.co/advisors/cameron-malekuti.md) | Covenant Wealth Advisors | Richmond, Virginia | | Percentage of assets | | [Charles Caravati](https://find.wellspent.co/advisors/charles-caravati.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Culbertson](https://find.wellspent.co/advisors/christopher-culbertson.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Dion](https://find.wellspent.co/advisors/christopher-dion.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [David Lyons](https://find.wellspent.co/advisors/david-lyons.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Evan Moog](https://find.wellspent.co/advisors/evan-moog.md) | Wills Financial Group | Richmond, Virginia | CFA | Percentage of assets, Hourly | | [John Bowers](https://find.wellspent.co/advisors/john-bowers.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Jennings](https://find.wellspent.co/advisors/joseph-jennings.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | Showing the first 50 of 71. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/virginia/richmond/?page=2 ## Related - [Estate planning in Richmond](https://find.wellspent.co/specialties/estate-planning/virginia/richmond.md) - [Family wealth transfer in Richmond](https://find.wellspent.co/specialties/family-wealth-transfer/virginia/richmond.md) - [Retirement planning in Richmond](https://find.wellspent.co/specialties/retirement-planning/virginia/richmond.md) - [Retirees in Richmond](https://find.wellspent.co/audiences/retirees/virginia/richmond.md) - [Pre-retirees in Richmond](https://find.wellspent.co/audiences/pre-retirees/virginia/richmond.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).