Flat fee financial advisors in Virginia

Flat fee advisors quote one price for a plan or a project. So you know the total before you start.

The median published flat or project fee in Virginia is $4,500, from 165 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,450⁠-⁠$7,500. Updated October 2026.

What advisors in Virginia charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Flat or project fee$4,500$2,450⁠-⁠$7,500165 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Flat fee financial advisors in Virginia and their published fees

165 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Peace Within FinancialBlacksburgNot published$75⁠-⁠$500$4,000⁠-⁠$35,000/yr
Rising Tides Financial Planning LLCAlexandriaNo AUM feeNot published$75⁠-⁠$350$400⁠-⁠$10,000/yr
Cope ConnellyArlingtonNot published$99⁠-⁠$25,000Not published
B Hive Financial, LLCWilliamsburg$250/hr$200⁠-⁠$2,000Not published
Harrison Capital ManagementKeswickNot published$200⁠-⁠$2,500Not published
Noble Hill Planning LLCRichmondNot published$200⁠-⁠$5,000$4,000⁠-⁠$20,000/yr
Well-Planned Financial LLCStauntonNot published$200⁠-⁠$1,000$120⁠-⁠$1,000/mo
Bonwell Capital Management, LLCRichmond$250/hr$250⁠-⁠$50,000Not published
Knight Strategic Investment Advising LLCManassasNot published$250Not published
Splizer InvestNokesvilleNot published$250⁠-⁠$1,000$300/mo
Trio Wealth Management, LLCGreat FallsNot published$250⁠-⁠$10,000Not published
Broadpark Advisors, LLCCharlottesville$250/hr$300$600⁠-⁠$2,500/yr
Og Advisory Group, LLCRoanokeNot published$300⁠-⁠$1,200Not published
Core Fiduciary AdvisorsAlexandria$250/hr$350Not published
American Executive Advisors, LLCAlexandria$250/hr$500⁠-⁠$10,000Not published
Argo Wealth Advisory, LLCMcleanNot published$500⁠-⁠$50,000Not published
B.g. Kaserman & Associates L.L.C.ViennaNot published$500Not published
Bay Rivers Group Wealth PartnersWilliamsburg$250⁠-⁠$500/hr$500⁠-⁠$5,000Not published
Chatham Wealth Management. LLCMclean$250/hr$500Not published
Clarity Financial PlanningArlingtonNo AUM feeNot published$500$4,000⁠-⁠$20,000/yr
Concord Wealth PartnersAbingdon$150⁠-⁠$300/hr$500⁠-⁠$10,000Not published
Coretegic Capital, LLCArlington$400/hr$500$375⁠-⁠$550/mo
Craftwork Capital LLCAlexandriaNot published$500⁠-⁠$8,000Not published
Cultivate Financial PlanningRadfordNot published$500⁠-⁠$5,000$1,000⁠-⁠$20,000/yr
Firstfruits Wealth ManagementRichmondNot published$500⁠-⁠$5,000Not published
Flatiron Wealth Advisors, LLCHenrico$200⁠-⁠$500/hr$500⁠-⁠$5,000$100⁠-⁠$2,000/mo
Glassman Wealth Services, LLCViennaNot published$500⁠-⁠$10,000Not published
Hillebrand Financial Planning LLCAshburn$400/hr$500Not published
Kfa Private Wealth Group, LLCTyson$100⁠-⁠$400/hr$500⁠-⁠$5,000Not published
Luminate Financial PlanningSterling$200⁠-⁠$400/hr$500⁠-⁠$10,000$100⁠-⁠$800/mo
Oakleigh Wealth ServicesCrozet$450/hr$500⁠-⁠$24,000$4,500⁠-⁠$48,000/yr
Omsai Com LLCChantilly$250/hr$500⁠-⁠$5,000Not published
PlandeavorArlington$300/hr$500$1,000⁠-⁠$2,250/qtr
Robinson NelsonChesterfieldNot published$500⁠-⁠$2,500Not published
T.m. Wealth ManagementReston$250/hr$500⁠-⁠$5,000Not published
The Main Street GroupGlen AllenNot published$500⁠-⁠$5,000Not published
Tone Capital, LLCRichmond$100⁠-⁠$250/hr$500⁠-⁠$5,000Not published
Upward Financial PlanningVinton$250/hr$500⁠-⁠$20,000Not published
Vernon Management Group, IncorporatedRichm0nd$250/hr$500⁠-⁠$15,000$1,000/mo
Wealthix CapitalVirginia Beach$250/hr$500⁠-⁠$10,000Not published
Winston Paul Capital Management, Inc.Tysons Corner$250/hr$500Not published
Jjsa Advisors, LTD.Virginia BeachNot published$750⁠-⁠$1,500Not published
Piedmont Wealth ManagementAlexandria$200/hr$750⁠-⁠$5,000Not published
Variant Private Wealth LLCTysons$350/hr$750⁠-⁠$10,000Not published
Fischer Wealth Advisors, LLCAlexandria$150/hr$800Not published
Bour GroupSouth RidingNo AUM fee$300/hr$900Not published
Kitchen Table Financial PlanningRichmond$300/hr$900⁠-⁠$6,250$416⁠-⁠$2,083/mo
Reliable Alliance FinancialFairfaxNo AUM fee$250/hr$900Not published
Enriched AdviceManakin Sabot$250/hr$950⁠-⁠$10,000Not published
Dream Financial PlanningHerndon$400/hr$999$400⁠-⁠$1,000/mo
Amj Financial Wealth Management LLCLeesburg$250⁠-⁠$500/hr$1,000⁠-⁠$10,000Not published
Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr$1,000⁠-⁠$50,000Not published
Black Dog Wealth, LLCManassas$300/hr$1,000⁠-⁠$6,000Not published
Fatfire FinancialGlen AllenNo AUM fee$250/hr$1,000Not published
Guidepoint Financial PlanningRestonNot published$1,000$300⁠-⁠$600/mo
Heritage Financial LLCGainesville$475/hr$1,000⁠-⁠$20,000Not published
Heritage Wealth Management Group, LTDNorfolkNot published$1,000⁠-⁠$12,500$1,000⁠-⁠$12,500/yr
Hermitage WealthRichmond$200⁠-⁠$2,000/hr$1,000⁠-⁠$20,000Not published
Jason Howell CompanyFairfax$500/hr$1,000⁠-⁠$25,000Not published
Kenneth Dean BennettLynchburgNo AUM fee$100⁠-⁠$2,500/hr$1,000⁠-⁠$2,500$29/mo
Kommon Wealth, LLCRoanokeNot published$1,000⁠-⁠$5,000Not published
Pacesetter Planning LLCArlington$325/hr$1,000⁠-⁠$30,000$625/mo
Present Value Financial Services LLCPurcellvilleNo AUM fee$150/hr$1,000⁠-⁠$4,500$300⁠-⁠$1,050/qtr
Sagepro Wealth ManagementChantilly$250/hr$1,000⁠-⁠$10,000Not published
Wesling Financial Planning Services Corp.AlexandriaNot published$1,000$1,000/yr
Ko FinancialLeesburg$300/hr$1,200⁠-⁠$2,000Not published
Ulmer FinancialCharlottesvilleNot published$1,200⁠-⁠$6,000$100⁠-⁠$500/mo
Arrow Wealth AdvisorsLynchburg$225/hr$1,250⁠-⁠$8,000Not published
The Retirement Smith LLCFredericksburg$200/hr$1,400⁠-⁠$2,100Not published
Birch Street Financial AdvisorsVienna$350⁠-⁠$450/hr$1,500$600/mo
Capitol Landing WealthWilliamsburg$250⁠-⁠$500/hr$1,500⁠-⁠$10,000Not published
Cedar Grove Financial Planning, LLCOaktonNo AUM fee$200/hr$1,500⁠-⁠$3,500Not published
D'agaro Financial Advisory LLCAlexandria$225/hr$1,500⁠-⁠$2,250$400⁠-⁠$650/mo
Fi-Nancial Planner LLCHamilton$425/hr$1,500$750⁠-⁠$1,250/mo
G, G, & M Financial GoalsAlexandria$300/hr$1,500⁠-⁠$10,000Not published
Iconic Wealth ManagementAlexandriaNot published$1,500Not published
Korving & Company LLCSuffolk$250/hr$1,500⁠-⁠$10,000Not published
Lynchburg Wealth ManagementLynchburgNot published$1,500Not published
Olio Financial PlanningMcleanNo AUM fee$100⁠-⁠$250/hr$1,500⁠-⁠$50,000Not published
Peacelink Financial PlanningVirginia Beach$300/hr$1,500$6,000/yr
Penny Earned FinancialFort BelvoirNo AUM feeNot published$1,500⁠-⁠$8,000Not published
Vested Partners: a Multi-Family OfficeSalemNot published$1,500Not published
Vision Wealth Planning, LLCGlen Allen$250/hr$1,500⁠-⁠$4,000Not published
Everman ProsperityFairfax Station$320/hr$1,770⁠-⁠$4,470$1,080/qtr
Renew Wealth Management LLCAlexandria$400/hr$1,800⁠-⁠$10,000Not published
8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr$2,000⁠-⁠$7,000Not published
Ad Deum Funds, LLCSouth Riding$125⁠-⁠$300/hr$2,000⁠-⁠$2,500$50/mo
Ark Financial Strategies LLCRichmondNot published$2,000⁠-⁠$10,000Not published
B&l Wealth Group, LLCMclean$250/hr$2,000⁠-⁠$10,000Not published
Beacon Freedom Advisory, LLCWilliamsburg$350/hr$2,000⁠-⁠$3,500$200/mo
Cedarstream Wealth, LLCHerndonNot published$2,000⁠-⁠$4,500Not published
CJM Wealth Advisers, LTD.Falls ChurchNot published$2,000⁠-⁠$10,000Not published
Covenant Wealth AdvisorsRichmond$300/hr$2,000⁠-⁠$30,000Not published
Halo Capital ManagementFairfax$300/hr$2,000⁠-⁠$5,000Not published
Investment Leadership, LLCForest$275/hr$2,000⁠-⁠$15,000Not published
Kotini Capital Advisors LLCGlen Allen$300/hr$2,000⁠-⁠$5,000Not published
Origin Wealth Management LLCReston$200/hr$2,000⁠-⁠$6,000$900⁠-⁠$3,600/yr
Professional Financial Solutions, LLCFairfax$200⁠-⁠$500/hr$2,000⁠-⁠$5,000Not published
Rule72 FinancialPotomac Falls$270/hr$2,000⁠-⁠$7,200$600⁠-⁠$1,800/qtr
Stock Plan Advisory Group LLCAlexandriaNot published$2,000⁠-⁠$20,000$3,000/qtr
Tull Financial Group, Inc.Chesapeake$100⁠-⁠$500/hr$2,000$375/qtr
Foundations Financial Planning, LLCWilliamsburgNo AUM fee$250/hr$2,250$750/yr
Bond Financial Planning, LLCHampton$300/hr$2,400⁠-⁠$30,000$600⁠-⁠$7,500/qtr
Formynder Wealth Management, LLCFredericksburg$200⁠-⁠$500/hr$2,400⁠-⁠$10,000$2,400⁠-⁠$10,000/yr
American Financial Planning, Inc.Roanoke$215/hr$2,450Not published
Activ8 Family Office LLCMclean$400/hr$2,500⁠-⁠$100,000Not published
Aria Wealth PartnersCharlottesvilleNot published$2,500⁠-⁠$10,000Not published
Ataraxia Advisory Services, LLCRadford$180/hr$2,500⁠-⁠$9,500$10,000⁠-⁠$60,000/yr
Courage Miller Partners, LLCNorfolk$200⁠-⁠$500/hr$2,500⁠-⁠$10,000Not published
Glover Park Wealth Management, LLCArlington$300/hr$2,500⁠-⁠$5,000Not published
Greenbrier FinancialRoanoke$300/hr$2,500⁠-⁠$30,000Not published
Haas Investment Management LLCNewport NewsNo AUM fee$200/hr$2,500Not published
Hill Wealth StrategiesRichmond$200/hr$2,500Not published
Juno Financial Group LLCRichmondNot published$2,500Not published
Monument Wealth ManagementAlexandriaNot published$2,500⁠-⁠$25,000Not published
Noorvest LLCLeesburgNot published$2,500⁠-⁠$7,500Not published
Oakton Financial, LLCRestonNot published$2,500$8,000/yr
Reel Financial PlanningMidlothianNo AUM fee$350/hrUp to $2,500Not published
Templer Wealth Management, LLCVienna$300/hr$2,500⁠-⁠$10,000Not published
Alna Wealth ManagementFredericksburgNot published$3,000⁠-⁠$5,000Not published
Genuine Wealth SolutionsRichmondNot published$3,000⁠-⁠$12,000$200⁠-⁠$3,000/qtr
Independent Financial PlanningGreat Falls$200/hr$3,000Not published
KCR Wealth Management, LLCReston$300/hr$3,000⁠-⁠$10,000$10,000/yr
Mason & Associates, LLCNewport NewsNot published$3,000⁠-⁠$20,000$100⁠-⁠$1,000/mo
Mckay Wealth Management Group LLCRichmondNot published$3,000⁠-⁠$6,000Not published
Pacific LandfallWilliamsburg$250/hr$3,000Not published
Rembert Pendleton JacksonViennaNot published$3,000⁠-⁠$15,000Not published
Steadyrise Financial LLCArlingtonNo AUM fee$250/hr$3,000Not published
Taylor Turner Wealth Management LLCRichmond$300/hr$3,000$2,500⁠-⁠$15,000/yr
Bay Capital Advisors, LLCVirginia Beach$500/hr$3,500⁠-⁠$10,000Not published
Ethos Strategic InvestmentsNorfolk$350/hr$3,500⁠-⁠$7,000Not published
Next Play FinancialAshburn$300/hr$3,500⁠-⁠$7,000Not published
Sima Wealth Partners, LLCRichmond$325/hr$3,500⁠-⁠$15,000Not published
Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr$3,750Not published
Altura Wealth AdvisorsVirginia BeachNot published$4,000⁠-⁠$25,000$350⁠-⁠$2,500/mo
Aris Alpha LLCAshburn$250⁠-⁠$300/hr$4,000Not published
Brass CapitalLeesburgNot publishedUp to $4,000Not published
Opulent WealthRichmondNot published$4,000$1,200⁠-⁠$10,000/yr
Vesteer Wealth Management, LLCCharlottesvilleNot published$4,000⁠-⁠$5,000Not published
Financial SolutionsOnancockNot published$4,200⁠-⁠$25,000Not published
Auburn Skies Financial AdvisorsFairfaxNot published$5,000Not published
Bellars Harris Wealth ManagementVirginia BeachNot published$5,000⁠-⁠$25,000Not published
David N. Hainsworth, C.P.A., P.C.Fairfax$440/hr$5,000⁠-⁠$11,200Not published
Family Ai! FinancialFairfax$500/hr$5,000⁠-⁠$10,000$10,000/yr
LtplannersVirginia BeachNot published$5,000Not published
Neat Financial PlanningFalls Church$300/hr$5,000$6,500/yr
RGC Wealth Planning GroupAshburnNo AUM fee$250⁠-⁠$500/hr$5,000⁠-⁠$10,000$500⁠-⁠$3,000/mo
Tenzing Financial LLCWilliamsburgNot published$5,000⁠-⁠$10,000Not published
Florin Group, LLCMclean$150⁠-⁠$400/hr$6,000⁠-⁠$15,000Not published
Lifelaidout LLCVienna$500/hr$6,000$6,000/yr
Spark Financial AdvisorsRichmond$300/hrUp to $6,000$2,000/mo
Arlington Wealth Planning, LLCArlington$289/hr$6,128⁠-⁠$10,128Not published
Mab Financial PlanningArlingtonNo AUM fee$350/hr$6,500⁠-⁠$12,000Not published
Histor Investing, LLCWilliamsburg$300/hr$7,500Not published
Packard Wealth Strategies LLCAlexandriaNot published$8,400$416/mo
Capitol Private Wealth Group LLCVienna$350/hr$10,000Not published
Haven Financial Partners LLCVirginia BeachNot published$10,000$30,000/yr
High Top Growth PartnersCharlottesville$500/hr$10,000Not published
The Hoerner Planning Group, LLCMiddleburgNot published$10,000⁠-⁠$150,000Not published
Abich Financial Wealth Management, LLCAshburn$350/hr$20,000Not published
Grey Kirwan FinancialReston$400/hr$20,000Not published
Monsour Advisory Services, Inc.Roanoke$250/hr$30,000Not published
Aspect Partners, LLCFairfaxNot published$50,000Not published
Gratus Wealth Advisors LLCVirginia BeachUp to $500/hr$50,000Not published
Joss Brown Wealth AdvisorsWilliamsburg$350/hr$50,000Not published
Also filed as flat fee financial advisors, without a published price (212)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Flat fee financial advisors in other states