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

I can work with clients anywhere!

Lauren Zangardi Haynes

CFP®, CIMA®, CEPA

Spark Financial Advisors

Williamsburg, 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

I can work with clients anywhere!

Mark Fonville

CFP®

Covenant Wealth Advisors

Williamsburg, 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.

Katherine Brown

CFP®, CSA®, NAPFA Registered Advisor

Joss Brown Wealth Advisors

Williamsburg, VA

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

With over 20 years of experience, Katherine provides Fee Only Financial Planning and Investment Management in Hampton Roads, VA. Our office is conveniently located in Oyster Point of Newport News.

I can work with clients anywhere!

Daniel (Dan) Joss

MBA, CFP®, RLP®, CKA®

Joss Brown Wealth Advisors

Williamsburg, VA

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

Fee-Only CERTIFIED FINANCIAL PLANNER™ professional, with offices in Williamsburg and Newport News, VA serving clients locally and across the country with at least $2 Million in investable assets

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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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