Fee-Only Financial Planners in Richmond, 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 Richmond, 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

Jonathan Huss

CFP®

Hussmen Financial

Richmond, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Tax Planning, Stock Options Analysis & Management

Fee-only financial advisor helping clients plan for a successful future. Fee-only, fiduciary advisor located in Richmond, VA, serving clients in the metro Richmond area and virtually.

I can work with clients anywhere!

John Clair

CFP®, NAPFA-Registered Financial Advisor

EVOadvisers

Richmond, VA

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

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

John Middleton

CFP®, CFA®, AIF®, CAIA®

Brighton Financial Planning

Glen Allen, VA

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

Fee-Only financial planner located in Flemington, NJ, (satellite offices in Richmond, Virginia and Kiawah Island, South Carolina) serving clients locally and across the country

Michael Sigmon

CFP®

Summit Financial Partners

Richmond, VA

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

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

I can work with clients anywhere!

Lauren Zangardi Haynes

CFP®, CIMA®, CEPA

Spark Financial Advisors

Richmond, VA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management

We help business owners and dual-career couples create and enjoy financial freedom. Fee-Only financial planner located in Richmond and Williamsburg, VA, serving clients locally and across the country

Michael Powers

CPA, PFS, CFP®

Manuka Financial, LLC

Richmond, VA

Specialties: Comprehensive Financial Planning, Tax-efficient Retirement Planning, Flat Fee Investment Management, Tax Planning and Preparation

We help you retire by providing comprehensive retirement planning, investment management and tax planning for a flat fee. Located in Richmond, VA, serving clients virtually nationwide.

Cory Nichols

MBA

Yes Life Financial

Glen Allen, VA

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

Fee-Only financial coach located in Richmond, VA, serving clients locally and across the country virtually.

Stephen Fletcher

CFP®, MBA

EVOadvisers

Richmond, VA

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

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

I can work with clients anywhere!

Mark Fonville

CFP®

Covenant Wealth Advisors

Richmond, VA

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

Mark is a FEE-ONLY financial planner and fiduciary advisor with offices in Richmond and Williamsburg, VA. He specializes in financial planning and investment management for individuals age 50 plus who are nearing retirement.

Matthew Jenkins

CFA®, CFP®

Noble Hill Planning LLC

Richmond, VA

Specialties: Flat Fee Investment Management, Low-cost Investment Portfolios, Comprehensive Financial Planning, Retirement Income Planning, Tax Optimization, Small Business 401(k) Consulting

Reasonable flat fee. Financial planning. Smart investment portfolios. Tax optimization. Located in Richmond, VA. Serving clients locally and across the country.

Christine A. Centeno

CFP®, MS

Simplicity Wealth Management

Glen Allen, VA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Planning around Concentrated Stock Positions, Employee Benefits Planning, Retirement Income Planning

Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Richmond, VA, serving clients locally and across the country. My fiduciary responsibility is only to you, the client.

I can work with clients anywhere!

Philip Wallin

CFP®, CPA, PFS

Valeo Financial Advisors, LLC

Richmond, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Private Real Estate Investing, Tax Planning

PJ is a Fee-Only financial planner and fiduciary advisor focused on assisting clients in Richmond, VA and across the country with a focus on tax planning and access to direct private real estate investing for accredited investors.

Cecilia Fleming

EVOadvisers

Richmond, VA

Roberta Keller

Alexis Advisors

Richmond, VA

William Lagos

Verus Financial Partners

Richmond, VA

David Kozlowski

Verus Financial Partners

Richmond, VA

Jason Murray

CFP®

Greenhouse Money

Richmond, VA

Edward Hoppe

Verus Financial Partners

Richmond, VA

Daniel Honsberger

CFP®

Agili

Richmond, 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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