Fee-Only Financial Planners in McLean, 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 McLean, VA:

Jennifer Myers

CFP®

SageVest Wealth Management

McLean, VA

Specialties: Investment Advice with Ongoing Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Tax Planning, Women's Financial Planning Issues, Estate & Generational Planning Issues

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

Dan Serra

CFP®, CDFA®™, ADPA®, EA

SageVest Wealth Management

McLean, VA

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

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

Glen Buco

CFP®

West Financial Services

McLean, VA

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

We Celebrate Our 40th Year of Serving the McLean, Fairfax County and the Washington DC Area and Clients Across the Country

Brian Horan

CPWA®

West Financial Services, Inc.

McLean, VA

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

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Glenn Guard

CFA®

West Financial Services

McLean, VA

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

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

Matthew Brock

CFP®

Divergent Planning

Tysons, VA

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

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

Bob Pugh

CFP®, CFA®

Insight Wealth Management, Inc.

Gainesville, VA

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

Fee-Only Financial Advisor and Investment Manager based in Gainesville, Virginia and serving the entire Northern Virginia and Washington, DC communities, as well clients nationwide and globally.

Steven Jefferys

CFP®, CFA®, MBA

Arch Financial Advisors, LLC

McLean, VA

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

Brian Mackin

CFP®

West Financial Services, Inc.

McLean, VA

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

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Ryan Albritton

CFP®, AIF®

SageVest Wealth Management

McLean, VA

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

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

Victoria Henry

CFP®

West Financial Services, Inc.

McLean, VA

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

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Anthony Matteo

CFP®

SageVest Wealth Management

McLean, VA

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

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

Chris Urban

CFP®, RICP®

Discovery Wealth Planning LLC

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Healthcare Planning

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

Thomas Conway

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

Connemara Group

McLean, VA

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.

Eric Hess

CFP®, ChFC®

Alpha Financial Advisors, LLC

McLean, VA

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

Fee Only Financial Planner Located in McLean, VA and Serving the Entire Northern Virgina Area and Clients Nationwide

I can work with clients anywhere!

Daniel (Dan) Joss

MBA, CFP®, RLP®, CKA®

Joss Brown Wealth Advisors

McLean, VA

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

Fee-Only CERTIFIED FINANCIAL PLANNER™ professional, with offices in Williamsburg and Newport News, VA serving clients locally and across the country with at least $2 Million in investable assets

I can work with clients anywhere!

Ben Brown

CFP®, EA

Entelechy

McLean, VA

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.

Kathleen Cote

CFP®

Red Clover Financial Planning, LLC

Tysons, VA

Jeffrey Zures

Sanchez & Zures, LLC

McLean, VA

Mark Witaschek

McLean Asset Management Corporation

Vienna, VA

Matthew Cohen

West Financial Services, Inc.

McLean, VA

Timothy Koehl

Bernhard Wealth Management, Inc.

McLean, VA

Kristan Anderson

West Financial Services, Inc.

McLean, VA

Solon Vlasto

Bernhard Wealth Management, Inc.

McLean, VA

Gordon Bernhardt

CFP®, CPA, PFS, AIF®

Bernhard Wealth Management, Inc.

McLean, 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

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