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

Lamar Watson

CFP®

Dream Financial Planning, LLC

Reston, VA

Specialties: Retirement Planning, Budgeting and Cash Flow Planning, Investment Management, Comprehensive Financial Planning, Tax Planning, Insurance Review, Estate Planning

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

Jeffrey Schatz

CFP®, CCFC, MBA

Savant Wealth Management

Reston, VA

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

Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide

Ryan Phillips

CFP®, CFA®

GuidePoint Financial Planning

Reston, VA

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

GuidePoint provides three different financial planning and investment advisory services to families in Northern Va. This provides flexibility in how you choose to work with a planner – including either one-time or ongoing.

John Frisch

CPA/PFS, CFP®, AIF®, PPC®

Savant Wealth Management

Reston, VA

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

Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide

Joni Alt

CFP®, EA

Evermay Wealth Management

Arlington, VA

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

Fee-Only financial planner located in Arlington, VA, serving clients locally 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.

Lauren Smith

CFP®

Hopwood Financial Services

Reston, VA

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

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

J. Mark Joseph

CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®

Sentinel Wealth Management

Reston, VA

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

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

Mark Atherton

CFP®

ClearLogic Financial, Inc

Reston, VA

Morgan McGovern

FJY Financial

Reston, VA

Manohar Bartakke

M.N. Bartakke & Associates

Ashburn, VA

Richard Slater

CFP®

RP Slater Financial Management, LLC

Reston, VA

Candace Lee

FJY Financial

Reston, VA

Alyssa Lum

CFP®

Luminate Financial Planning

Sterling, VA

Melissa Heck

FJY Financial

Reston, VA

Mitchell Martin

CFP®, MBA

Mitchell Advisory, Inc.

Reston, VA

Marjorie Fox

FJY Financial

Reston, VA

Shawn Steel

CFP®

ClearLogic Financial, Inc.

Reston, VA

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Vienna, VA

Kevin Lozer

CFP®

Oakton Financial, LLC

Reston, VA

Jaime Quiros

CFP®

FBB Capital Partners

Vienna, VA

John Vyge

Hillebrand Financial Planning, LLC

Reston, 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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