Advice only financial planners in Virginia
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
26 firms in Virginia that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $200-$350/hr | 20 firms |
| Flat or project fee | $2,500 | $900-$3,520 | 15 firms |
| Annual retainer | $5,200/yr | $2,500-$10,000/yr | 7 firms |
Advice only financial planners in Virginia and their published fees
26 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Astra Investment AdvisersArlington | $100/hr | Not published | Not published |
| Bour GroupSouth Riding | $300/hr | $900 | Not published |
| Braswell Capital, LLCArlington | $30-$50/hr | Not published | Not published |
| Cedar Grove Financial Planning, LLCOakton | $200/hr | $1,500-$3,500 | Not published |
| Clarity Financial PlanningArlington | Not published | $500 | $4,000-$20,000/yr |
| Cocozza Financial Planning, LTD.Falls Church | $220/hr | $3,520 | Not published |
| Fatfire FinancialGlen Allen | $250/hr | $1,000 | Not published |
| Finpowered Female LLCHerndon | $100/hr | Not published | Not published |
| Five Lakes Advisory LLCRichmond | $500/hr | Not published | Not published |
| Foundations Financial Planning, LLCWilliamsburg | $250/hr | $2,250 | $750/yr |
| Haas Investment Management LLCNewport News | $200/hr | $2,500 | Not published |
| Kenneth Dean BennettLynchburg | $100-$2,500/hr | $1,000-$2,500 | $29/mo |
| Legacy Planning Advisors, LLCArlington | $270/hr | Not published | $2,500/yr |
| Mab Financial PlanningArlington | $350/hr | $6,500-$12,000 | Not published |
| Mckinney Financial Planning & ManagementVienna | $150/hr | Not published | Not published |
| Mohar Financial PlanningOilville | Not published | Not published | $1,500-$10,000/yr |
| Munoz GroupArlington | $595/hr | Not published | $1,000/mo |
| Penny Earned FinancialFort Belvoir | Not published | $1,500-$8,000 | Not published |
| Phin WealthMiddleburg | Not published | Not published | $5,000/yr |
| Present Value Financial Services LLCPurcellville | $150/hr | $1,000-$4,500 | $300-$1,050/qtr |
| Reliable Alliance FinancialFairfax | $250/hr | $900 | Not published |
| RGC Wealth Planning GroupAshburn | $250-$500/hr | $5,000-$10,000 | $500-$3,000/mo |
| Rising Tides Financial Planning LLCAlexandria | Not published | $75-$350 | $400-$10,000/yr |
| Roger R. Bell & Co., Inc.Pulaski | Not published | Not published | $10,000/yr |
| Steadyrise Financial LLCArlington | $250/hr | $3,000 | Not published |
| The Fintel Group LLCMontclair | $249/hr | Not published | Not published |
No firms match these filters.
Also filed as advice only financial planners, without a published price (16)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Capital Assets Planning Incorporated, Falls Church
- Clear Point LLC, Richmond
- Destiny Money Management, Mathews
- Financial Freedom Planners, Glen Allen
- Financial Solutions, LLC, Oak Hill
- Gilmore Financial Planning, Herndon
- Guidedquest, LLC, Stafford
- Hook Financial Services, LLC, Virginia Beach
- Layered Financial, LLC, Arlington
- MFB Investments, LLC, Chesapeake
- Noteworthy Financial LLC, Fairfax Station
- Pithom Advisors, Inc., Woodbridge
- Purpose Capital LLC, Goochland
- Simplified Retirement, Charlottesville
- Thompson Financial Advisors, N. Chesterfield
- Variplan, LLC, Leesburg