Fee-Only Financial Planners in Charlottesville, VA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Charlottesville, VA:

I can work with clients anywhere!

Dave O'Brien

MBA, CFP®, NAPFA Registered Financial Advisor

EVOadvisers

Richmond, VA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, College Education Planning

Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and across the country

Elizabeth Woodrum

CFP®

Marotta Wealth Management

Charlottesville, VA

Beth Nedelisky

Marotta Wealth Management, Inc.

Charlottesville, VA

Courtney Fraser

Marotta Wealth Management, Inc.

Charlottesville, VA

David John Marotta

CFP®, AAMS®, AIF®

Marotta Wealth Management

Charlottesville, VA

David Marotta

CFP®, AAMS®, AIF®

Marotta Wealth Management, Inc.

Charlottesville, VA

Austin Fey

Marotta Wealth Management, Inc.

Charlottesville, VA

Brian Carlton

Carlton Financial Services

Charlottesville, VA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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