DEAFINVEST
Tysons, VA
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-559-5509
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
OG ADVISORY GROUP, LLC
Roanoke, VA
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
540-384-0422
WELL-PLANNED FINANCIAL LLC
Staunton, VA
AUM
$13.5M
Financial PlanningWealth MgmtRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
540-302-5252
BROADPARK ADVISORS, LLC
Charlottesville, VA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
914-666-0010
MAGNOLIA LANE CAPITAL, LLC
Newport News, VA
AUM
$11.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
757-272-1612
BENJAMINS MONEY
Mclean, VA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOFTWARE & FINANCIAL PLANNING FEES RETAINER FEES
(240) 395-4455
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
RULE72 FINANCIAL
Potomac Falls, VA
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
571-517-1246
NEXUS WEALTH MANAGEMENT, LLC
Chesapeake, VA
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-777-3980
ROCK STEADY WEALTH, INC.
Richmond, VA
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-683-2565
DREAM FINANCIAL PLANNING
Herndon, VA
AUM
$5.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(571) 910-1440
MONTGOMERY CAPITAL MANAGEMENT, LLC
Newport News, VA
AUM
$4.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
757-597-9525
PLANDEAVOR
Arlington, VA
AUM
$2.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-599-2331
DP GROW LLC
Richmond, VA
AUM
$2.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-352-0881
PALLADIUM WEALTH MANAGEMENT, LLC
Burke, VA
AUM
$1.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
703-543-6963
HALIEUS INVESTMENT ADVISORS
Broadway, VA
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
540-896-3330
OMSAI COM LLC
Chantilly, VA
AUM
$930K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
571-235-4705
MER CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$829K
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
703-740-1765
ORIGIN WEALTH MANAGEMENT LLC
Reston, VA
AUM
$771K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
703-386-7088
TITANREX
Arlington, VA
AUM
$607K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-455-9155
CHURCHILL RESEARCH INC.
Falls Church, VA
AUM
—
Trusts & Estates
Team
1 advisors
Clients
—
Fees
MACROECONOMIC RESEARCH SERVICES
703-861-4796
DAVID N. HAINSWORTH, C.P.A., P.C.
Fairfax, VA
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(703) 352-0118
FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC
Fredericksburg, VA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Commissions
540-371-1177
RELIABLE ALLIANCE FINANCIAL
Fairfax, VA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(703) 364-5128