Fee-Only Financial Planners in Virginia

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 Virginia:

Femi Shote

CFP®, CLU®, ChFC®, AIF®

RetireWiseCFP

Potomac Falls, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Individual Securities

Fee-Only Financial Advisor in Northern, VA. Serving Clients Nation Wide

Bruce Harrison

CFP®

Harrison & Co Wealth Management, LLC

Roanoke, VA

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

Fee-Only Financial Planner located in Roanoke, VA and serving the entire Roanoke, Salem, and Lynchburg area, and clients across the country.

Bonnie Sewell

CFP®, CDFA®, AIF®

American Capital Planning LLC

Leesburg, VA

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

Fee-Only financial planner located in Leesburg, VA, serving clients locally and across the country in Santa Barbara, Florida, Atlanta, even Sicily, Italy!

Ben Brown

CFP®, EA

Entelechy

Richmond, VA

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

Entelechy is a 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.

Robert Tull, Jr.

CFP®, MBA

Tull Financial Group, Inc.

Chesapeake, VA

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

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

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

Jeffrey Schatz

CFP®

Alliant Wealth Advisors

Prince William, 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

Donna Wood

CPA/PFS, CFP®

Wood Smith Advisors

Haymarket, VA

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

Fee Only Financial Planning and Investment Advisory firm based in Haymarket, Northern Virginia serving the Entire Washington D.C. Area and U.S. Citizens worldwide.

Jim David

CPA/PFS

David Wealth Management LLC

Fairfax, VA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning, Insurance Planning

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

Mark Atherton

CFP®

ClearLogic Financial, Inc

Reston, VA

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

We are experts in helping federal employees, retirees, and business owners reach advanced financial clarity.

Albert Teplin

PhD, CFP®

Connemara Group

Arlington, 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.

Richard Slater

CFP®

RP Slater Financial Management, LLC

Reston, VA

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

Fee-Only Financial Planner serving the Reston, VA area.

Kathleen Hastings

CFP®, CLU®, ChFC®, CASL®

FBB Capital Partners

Vienna, VA

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

Fee-Only Financial Planner serving the greater Baltimore-Washington metropolitan area, to include northern Virginia, Maryland, District of Columbia, and nationwide.

Jennifer Luzzatto

CFP®, CFA, MBA

Summit Financial Partners

Glen Allen, VA

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

Fee-Only Financial Advisor serving the Richmond, VA area.

Thomas Conway

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

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.

Gordon Bernhardt

CFP®, CPA, PFS, AIF®

Bernhardt Wealth Management

McLean, VA

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

Fee-Only Financial Advisor located in McLean, VA and serving the Washington, DC area

Kathleen Cote

CFP®

Red Clover Financial Planning, LLC

Tysons, VA

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

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

Jaime Quiros

CFP®

FBB Capital Partners

Vienna, VA

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

Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.

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.

Kimberly Cox

CFP®, MBA

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 and serving Fairfax County and the entire Northern VA and Washington D.C. area

Brian Carlton

CFP®, LHIC, MBA

HSC Wealth Advisors

Forest, VA

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

Independent Financial Planner located in Lynchburg, VA and Serving Clients Nationwide

Brian Horan

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 clients locally and across the country

Kevin Lozer

CFP®

ClearLogic Financial, Inc

Reston, VA

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

We are experts in helping federal employees, retirees, and business owners reach advanced financial clarity.

Hui-chin Chen

CFP®

Pavlov Financial Planning

Arlington, VA

Specialties: Comprehensive Financial Planning, International planning focus

Fee-Only Financial Planner located in Arlington, VA and serving clients across the world through virtual meetings

Daniel Joss

MBA, CFP®, RLP, CKA

Joss Financial Group

Williamsburg, VA

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

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

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 and serving Fairfax County and the entire Northern VA and Washington D.C. area

Robert Sinsheimer

CFP®, CPA, MBA

Connemara Group

Arlington, 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.

Philip Wallin

CFP®, CPA

Atlas Financial

Richmond, VA

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

Atlas Financial specializes in providing fee-only financial planning, investment management, and tax services to individuals, families, and business owners.

Glen Buco

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 and serving Fairfax County and the entire Northern VA and Washington D.C. area

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 and serving Fairfax County and the entire Northern VA and Washington D.C. area

Alyssa Lum

CFP®

Luminate Financial Planning

Sterling, VA

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

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

James Pearman

CFP®, CPA, PFS

Partners in Financial Planning, LLC

Salem, VA

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

Fee-Only financial planner serving Salem, Roanoke, and Southwest VA.

John Frisch

CFP®, CPA, PFS, AIF®, PPC®„

Alliant Wealth Advisors

Prince William, 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

Mitchell Martin

CFP®, MBA

Mitchell Advisory, Inc.

Reston, VA

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

Fee-Only Financial Advisor the Entire Northern Virginia Area

Jason Howell

CFP®

Jason Howell Company

Vienna, VA

Specialties: Couples where one person is a business owner and the other is a 9 to 5er, Financial Plans that don't require investment management, Divorce Planning, Investment Management, Retirement Planning, Business Planning

Mission: Making Happy Financial Lives

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

Jane O'Mara

CFP®

FBB Capital Partners

Vienna, VA

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

Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.

Jamie Malone

JoycePayne Partners

Richmond, VA

Morgan McGovern

FJY Financial

Reston, VA

Paul Collinson

Legacy Planning Advisors, LLC

Arlington, VA

Timothy Koehl

Bernhardt Wealth Management, Inc.

McLean, VA

Joe Eskridge

HSC Wealth Advisors

Forest, VA

John Clair

Evolution Advisers

Midlothian, VA

Cynthia Levine

JoycePayne Partners

Richmond, VA

Stephen Lingle

Lighthouse Financial Planning, LLC

Fairfax, VA

Todd Dalton

Partners in Financial Planning, LLC

Salem, VA

Carl Lind

Alpha Omega Wealth Management

Mount Sidney, VA

Kyle Meyer

McLean Asset Management Corporation

McLean, VA

Marcio Silveira

Pavlov Financial Planning

Arlington, VA

Katherine Brown

BrownPlanning

Newport News, VA

Robert Papa

McLean Asset Management Corporation

McLean, VA

Glenn Mickelson

Professional Financial Solutions, LLC

Fairfax, VA

John Bowen

Bowen Financial Services, LLC

Midlothian, VA

Eileen O'Connor

Hemington Wealth Management, LLC

Falls Church, VA

Kelly McNerney

FJY Financial

Reston, VA

Christopher Bishop

Partners in Financial Planning, LLC

Salem, VA

Jason Dye

McLean Asset Management Corporation

McLean, VA

Curtis Sheldon

C.L. Sheldon & Company, LLC

Fairfax Station, VA

Timothy Wesling

Wesling Financial Planning Services Corp.

Alexandria, VA

Alex Murguia

McLean Asset Management Corporation

McLean, VA

Blaine Dunn

Dunn Financial Advisors, LLC

Winchester, VA

Beth Nedelisky

Marotta Wealth Management, Inc.

Charlottesville, VA

Wesley Stien

Lodestar Financial Management

Arlington, VA

Dave O'Brien

Evolution Advisers

Midlothian, VA

Lucy Robeson

ClearLogic Financial, Inc.

Reston, VA

James Shepherd

Verus Financial Partners

Richmond, VA

Dean Umemoto

McLean Asset Management Corporation

McLean, VA

Vivian Honeycutt

Honeycutt Financial Services, LLC

Chesapeake, VA

Lauren Zangardi Haynes

CFP®, CIMA®

Evolution Advisers

Midlothian, VA

Solon Vlasto

Bernhardt Wealth Management, Inc.

McLean, VA

Elissa Wurf

JoycePayne Partners

Richmond, VA

Christine Mistr

Dominion Financial Consultants

Upperville, VA

Joel Bengds

HSC Wealth Advisors

Forest, VA

Jon Yankee

FJY Financial

Reston, VA

Jeffrey Zures

Sanchez & Zures, LLC

McLean, VA

John Hopkins

Summit Financial Planning

Glen Allen, VA

John Steigerwald

Steigerwald, Gordon & Koch Inc.

Leesburg, VA

Stephen Bain

Partners in Financial Planning, LLC

Salem, VA

Shawn Steel

ClearLogic Financial, Inc.

Reston, VA

Justin Victor

HSC Wealth Advisors

Forest, VA

Lynn Diveley

Alpha Omega Wealth Management

Staunton, VA

Claire Emory

Clarity Financial Planning

Arlington, VA

Susan Chesson

Buckingham Strategic Wealth

Fairfax, VA

Jeffrey Gordon

Steigerwald, Gordon & Koch Inc.

Leesburg, VA

Darren Koch

Steigerwald, Gordon & Koch Inc.

Leesburg, VA

Joni Alt

Hopwood Financial Services

Reston, VA

David Kozlowski

Verus Financial Partners

Richmond, VA

Paula Friedman

McLean Asset Management Corporation

McLean, VA

Andrea Brashears-Lusk

West Financial Services, Inc.

McLean, VA

Marjorie Fox

FJY Financial

Reston, VA

Joseph D'Orazio

D'Orazio & Associates

Falls Church, VA

George Reilly

Safe Harbor Financial Advisors, LLC

Occoquan, VA

Mark McCarron

CFP®

Bond Wealth Management, LLC

Charlottesville, VA

Nora Gillespie

The Wrightbridge Company, Inc.

Charlottesville, VA

Helen Modly

Buckingham Strategic Wealth

Fairfax, VA

Dean Knepper

Lifetime Financial Planning, Inc.

Leesburg, VA

Cynthia Petzold

CommonWealth Financial Planning, LLC

Roanoke, VA

Louis Jones

Strategic Wealth Management Solutions, LLC

Virginia Beach, VA

William Edwards

Financial Management Consultants of Virginia

Virginia Beach, VA

Tess Downing

FJY Financial

Reston, VA

Michael McLenigan

Professional Financial Solutions, LLC

Fairfax, VA

Norma Graves

West Financial Services, Inc.

McLean, VA

Kristan Anderson

West Financial Services, Inc.

McLean, VA

Davis Barry

JoycePayne Partners

Richmond, VA

Candace Lee

FJY Financial

Reston, VA

Joel Gemmell

McLean Asset Management Corporation

McLean, VA

Mark Witaschek

McLean Asset Management Corporation

McLean, VA

Richard Bryan

Partners in Financial Planning, LLC

Salem, VA

Rick Huff

HSC Wealth Advisors

Forest, VA

Pamela Poldiak

Partners in Financial Planning, LLC

Salem, VA

Manohar Bartakke

M.N. Bartakke & Associates

Reston, VA

Michael Joyce

JoycePayne Partners

Richmond, VA

Micah Reish

Crestone Financial Advisors

Broadway, VA

Edwin Knowles

The Knowles Company, LLC

Oakton, VA

Wan McCormick

Reliable Alliance Financial

Fairfax, VA

Jessica Wunder

McLean Asset Management Corporation

McLean, VA

Athena Chang

McLean Asset Management Corporation

McLean, VA

Phillip Bour

BourGroup

South Riding, VA

David Marotta

Marotta Wealth Management, Inc.

Charlottesville, VA

John Fiege

Financial Solutions

Onancock, VA

Everette Orr

ORR Financial Planning, LLC

McLean, VA

Cynthia Joyce

JoycePayne Partners

Richmond, VA

Paul Allen

PIM Financial Partners

Virginia Beach, VA

Helen Burnett

ClearLogic Financial, Inc.

Reston, VA

Joel Cundick

Savant Capital Management

McLean, VA

John Rathnam

Rathnam Capital, LLC

Vienna, VA

John Ellison

Ellison Investment Advisors

Fairfax, VA

John Vyge

Hillebrand Financial Planning, LLC

Reston, VA

Marjorie Burnett

MAB Financial Planning

Arlington, VA

Melissa Heck

FJY Financial

Reston, VA

Jim Flinchum

Bay Capital Advisors, LLC

Virginia Beach, VA

Wendell Fuller

Fuller Wealth Advisors, Inc.

North Chesterfield, VA

Marshall Groom

Groom Financial Advisory

Virginia Beach, VA

William Lagos

Verus Financial Partners

Richmond, VA

Dolores Dorsett

CFP®, RICP®

Safe Harbor Financial Advisors, LLC

Occoquan, VA

Barry Glassman

Glassman Wealth Services, LLC

Vienna, VA

Nalin Garg

Chantilly, VA

Charles Atwill

AFCG, LLC

Richmond, VA

Lisa Kirchenbauer

Omega Wealth Management, LLC

Arlington, VA

Michael Powers

Verus Financial Partners

Richmond, VA

Tamara Acree

HSC Wealth Advisors

Forest, VA

Chandress Williams

9INE Financial

Woodbridge, VA

Daniel Honsberger

JoycePayne Partners

Richmond, VA

Mark Helm

Helm Financial Advisors, LLC

Falls Church, VA

Edward Hoppe

Verus Financial Partners

Richmond, VA

  • 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

    Get Your Checklist

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