Fee-Only Financial Advisors in Washington, DC

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 Washington, DC 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 Washington, DC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Andrew Katz-Moses

CFP®

Katz-Moses Financial, LLC

Washington, DC

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Student Loan Planning

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

I can work with clients anywhere!

Zach Teutsch

Values Added Financial

Washington, DC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Charitable Giving, Risk Management and Insurance, Estate Planning, Ethical Investing

Fee-Only financial planner located in Washington, D.C., serving clients locally and across the country

I can work with clients anywhere!

Brad Sherman

Sherman Wealth Management

Washington DC, DC

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

Fee-Only financial planner serving the greater Washington D.C. area, and clients across the country

I can work with clients anywhere!

Anna Sergunina

CFP®

MainStreet Financial Planning

Washington, DC

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.

I can work with clients anywhere!

Bridget Patel

CFP®

Values Added Financial

Washington, DC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Charitable Giving, Risk Management and Insurance, Estate Planning, Ethical Investing

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

I can work with clients anywhere!

Steven Jefferys

CFP®, CFA®, MBA

Arch Financial Advisors, LLC

Washington, DC

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

I can work with clients anywhere!

Ben Brown

CFP®, EA

Entelechy

Washington, DC

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.

I can work with clients anywhere!

Alvin Carlos

CFP®, CFA®

District Capital Management

Washington, DC

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, College Education Planning, Repaying Student Loans, Tax Planning, Socially Responsible Investing, Merging Finances & Accounts

Fee-only financial planner serving professionals and entrepreneurs in their 30s and 40s in Washington DC, Maryland, and Virginia.

I can work with clients anywhere!

Cady North

CFP®, MBA

North Financial Advisors LLC

Washington, DC

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

Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.

I can work with clients anywhere!

Kevin Mahoney

CFP®

Illumint

Washington, DC

Specialties: Investing Savings, Saving for College, Investing for a Flexible Retirement Timeline, Buying a House, Repaying Student Loans

Illumint offers online financial planning for Millennial couples. Located in Washington, D.C., Kevin Mahoney, CFP® specializes in the financial decisions that arise during our 20s & 30s as we repay student loans, buy a house, invest our savings, & prepare for kids.

I can work with clients anywhere!

Cynthia Flannigan

CFP®

MainStreet Financial Planning

Washington, DC

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

I can work with clients anywhere!

Dawn Mabery Chestnut

CFP®, MSPFP, ChFC®, AIF®, MPAS®™

Mabery Consulting, LLC

Washington, DC

Specialties: Comprehensive Financial Planning, Investment Management, Women’s Finance, Social Justice Investing, Socially Responsible Investing, College Planning, Tax Planning, Special Needs Planning, Employee Benefits, Retirement INCOME Planning, Business Succession Planning, Retirement SAVINGS Planning

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

I can work with clients anywhere!

Ari Weisbard

CFP®, JD

Values Added Financial

Washington, DC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Charitable Giving, Risk Management and Insurance, Estate Planning, Ethical Investing

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

Charles Ryan

CFP®

Atlantic Financial Planning

Washington DC, DC

Desiree Kaul

CFP®, ChFC®, AFC

MainStreet Financial Planning

Washington, DC

William Thompson

CFP®

Valor Wealth Partners

Washington, DC

Chuck Donalies

CFP®

Donalies Financial Planning, LLC

Washington, DC

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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)

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