What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Richmond, VA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Richmond, VA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Lauren Zangardi Haynes
CFP®, CIMA®
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
Fee-only financial planning & investment management for high-income women and business owners locally in Richmond & Williamsburg, VA and virtually nationwide.
Dan Honsberger
CFP®
Reel Financial Planning
Midlothian, VA
Specialties: Advice-only Planning for DIY Investors, Hourly Planning, Project-Based Planning, Comprehensive Financial Planning, Retirement Planning, College Education Planning, Tax Planning, Investment Planning
PLAN MORE, WORRY LESS. Financial Advice for DIY investors. We offer advice without the need to manage investments. No account minimums.
Mark Fonville
CFP®
Covenant Wealth Advisors
Richmond, VA
Specialties: Retirement income planning, Investment management, Tax planning, Social security timing and optimization, Roth conversion analysis, Charitable giving strategies
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.
Shawn Perkins
CFP®, AWMA™
Genuine Wealth Solutions
Richmond, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Strategies, Tax Planning Strategies, Healthcare and Long-Term Care Planning, Estate and Insurance Planning, Social Security Optimization
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Stephen Fletcher
CFP®, MBA
EVOadvisers
Irvington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Cash Flow Planning, College Education Planning, 401(k)s for Businesses
Fee-Only financial planner 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.
Dave O'Brien
MBA, CFP®
EVOadvisers
Irvington, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Estate Planning, Cash Flow Planning, College Education Planning, 401(k)s for Businesses
Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and across the country
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
One Transparent Fee - Best for individuals and families with +$1 Million in investable assets and complex financial planning needs. Located in Richmond, VA, serving clients in-person and nation wide.
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 Central Virginia. Serving clients locally and across the country.
Jonathan Huss
CFP®
Hussmen Financial
Midlothian, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Tax Planning, Stock Options Analysis & Management, Tax Return Preparation
Financial Advisor and Tax Preparer serving the greater Richmond area. We provide fee-only, advice only planning. From a CFP professional and fiduciary.
John Clair
CFP®, NAPFA-Registered Financial Advisor
EVOadvisers
Irvington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Cash Flow Planning, College Education Planning, 401(k)s for Businesses
Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and across the country
Alexis Grason
CFP®, RICP®
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
Fee-only financial planning & investment management for high-income women and business owners locally in Richmond & Williamsburg, VA and virtually nationwide.
Michelle Orellana
CFP®
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
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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)
