MOTLEY FOOL WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM
844-408-4390
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA, ALEXANDRIA
19 advisers found
MONUMENT WEALTH MANAGEMENT
Alexandria, VA
AUM
$531.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-504-9600
MCLAUGHLIN RYDER INVESTMENTS, INC.
Alexandria, VA
AUM
$522.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-684-9222
WESTBOURNE INVESTMENTS, INC.
Alexandria, VA
AUM
$276.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-294-6880
8TH STREET INVESTMENTS, LLC
Alexandria, VA
AUM
$166.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 519-0962
PIEDMONT WEALTH MANAGEMENT
Alexandria, VA
AUM
$156.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 518 - 8361
KATZ FAMILY FINANCIAL ADVISORS, LLC
Alexandria, VA
AUM
$110.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
301-961-6030
CRAFTWORK CAPITAL LLC
Alexandria, VA
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 596-5575
MASSIE FINANCIAL PLANNING INC.
Alexandria, VA
AUM
$66.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(571) 895-2969
ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
Alexandria, VA
AUM
$64.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-535-5921
WESLING FINANCIAL PLANNING SERVICES CORP.
Alexandria, VA
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 768-7679
LASTING LEGACY WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$59.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-842-4333
RENEW WEALTH MANAGEMENT LLC
Alexandria, VA
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 737-2220
STOCK PLAN ADVISORY GROUP LLC
Alexandria, VA
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
202-680-3393
ICONIC WEALTH MANAGEMENT
Alexandria, VA
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-891-9518
AMERICAN EXECUTIVE ADVISORS, LLC
Alexandria, VA
AUM
$8.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-769-1202
CORE FIDUCIARY ADVISORS
Alexandria, VA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
703-224-8973
TESFAYE O'NEILL FINANCIAL
Alexandria, VA
AUM
—
Financial Planning
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
703-705-2011
PORTFOLIO ADVISORY GROUP, INC.
Alexandria, VA
AUM
$115.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-461-9193
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