Fee-Only Financial Planners in District of Columbia

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.

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Fee-Only Financial Planners in District of Columbia:

Andrew Katz-Moses

CFP®

Katz-Moses Financial, LLC

Washington, DC

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Student Loan Planning

Fee-Only financial planner located in Washington, DC, serving clients locally and across the country

Ari Weisbard

JD

Values Added Financial

Washington, DC

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

Fee-Only financial planner located in Washington, DC, serving clients locally and across the country

I can work with clients anywhere!

Cady North

CFP®, MBA

North Financial Advisors LLC

Washington, DC

Specialties: Comprehensive Financial Planning, Business Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.

Thomas Conway

JD, CTFA®, TEP, AEP®, AIF, CAP®, CFP®, CLU®, CPO, CRC®, CIMA®, CPWA®, RICP®

Connemara Group

Washington DC, DC

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

No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.

Charles Ryan

CFP®

Atlantic Financial Planning

Washington DC, DC

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

Fee-Only financial planner located in Annapolis, MD and Washington, DC serving clients locally and across the country

Zach Teutsch

Values Added Financial

Washington, DC

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

Fee-Only financial planner located in Washington, D.C., serving clients locally and across the country

Chuck Donalies

CFP®

Donalies Financial Planning, LLC

Washington, DC

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

Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. While DFP works with clients of all ages, the majority of our clients are between the ages of 35 and 75.

I can work with clients anywhere!

Ben Brown

CFP®, EA

Entelechy

Washington, DC

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

Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.

Steven Jefferys

CFP®, CFA®, MBA

Arch Financial Advisors, LLC

Washington, DC

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

Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area

Kathryn Kubiak-Rizzone

Values Added Financial

Washington, DC

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

Fee-Only financial planner located in Washington, DC serving clients locally and across the country

Bridget Patel

CFP® Candidate

Values Added Financial

Washington, DC

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

Fee-Only financial planner located in Washington, DC, serving clients locally and across the country

Alvin Carlos

CFP®, CFA®

District Capital Management

Washington, DC

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, College Education Planning, Repaying Student Loans, Tax Planning, Socially Responsible Investing, Merging Finances & Accounts

Fee-Only financial planner located in Washington, DC, serving clients locally and across the country. We help middle/upper-middle-class individuals and families in their 30s and 40s make smarter investments, lower their taxes, and maximize their money.

Brad Sherman

Sherman Wealth Management

Washington DC, DC

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

Fee-Only financial planner serving the greater Washington D.C. area, and clients across the country

I can work with clients anywhere!

Kevin Mahoney

CFP®

Illumint

Washington, DC

Specialties: Socially Responsible Investing, Buying a House, Repaying Student Loans, Investing Savings, Budgeting, Merging Finances & Accounts, Catching Up on Retirement, Untapped Tax Strategies

Illumint offers online financial planning for Millennial couples. Located in Washington, D.C., Kevin Mahoney, CFP® specializes in the financial decisions that arise during our 20s & 30s as we repay student loans, buy a house, invest our savings, & prepare for kids.

Frances Goldman

Frango Financial, LLC

Washington, DC

Sefa Mawuli

CFP®

Citrine Capital

Washington, DC

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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

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