Financial advisors for tax planning in Richmond, Virginia

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.

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.

See every fee-only advisor fee in Virginia

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.