Fee-Only Financial Advisors in Williamsburg, VA

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

I can work with clients anywhere!

Mark Fonville

CFP®

Covenant Wealth Advisors

Williamsburg, VA

Specialties: Retirement income planning, Investment management, Tax planning

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.

I can work with clients anywhere!

Lauren Zangardi Haynes

CFP®, CIMA®

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

Fee-only financial planning & investment management for business owners, high-income women, and dual-career couples locally in Richmond & Williamsburg, VA and virtually nationwide.

I can work with clients anywhere!

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 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, Newport News, and McLean VA serving clients locally and across the country with at least $1 Million in investable assets. Dan is particularly familiar with clients 50 years of age plus and nearing retirement.

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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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