# Flat-fee financial advisors in Washington, DC

> AdvisorCensus lists 282 investment advisory firms with a principal office in the Washington metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/flat-fee

## At a glance

- Investment advisory firms: 282
- Registration: SEC-registered investment adviser: 147, State-registered investment adviser: 135
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 124 (44%); Percentage of assets 251 (89%); Hourly charges 190 (67%); Subscription fees (newsletter or periodical) 9 (3%); Fixed fees 282 (100%); Commissions 8 (3%); Performance-based fees 23 (8%); Other 33 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 60 (21%); $25 million to $100 million 53 (19%); $100 million to $500 million 81 (29%); $500 million to $1 billion 27 (10%); $1 billion to $5 billion 27 (10%); Over $5 billion 9 (3%); Not reported 25 (9%)
- Years registered: Under 5 years 93 (33%); 5 to 9 years 67 (24%); 10 to 19 years 69 (24%); 20 years or more 53 (19%)

## Firms (page 1 of 6, 1 to 50 of 282, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [4J Wealth Management, LLC](https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268) ([md](https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268.md)) | 297268 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [8th Street Investments, LLC](https://advisorcensus.com/firm/8th-street-investments-llc-alexandria-va-148727) ([md](https://advisorcensus.com/firm/8th-street-investments-llc-alexandria-va-148727.md)) | 148727 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [AB Financial Planning and Investments, LLC](https://advisorcensus.com/firm/ab-financial-planning-and-investments-llc-west-mclean-va-284636) ([md](https://advisorcensus.com/firm/ab-financial-planning-and-investments-llc-west-mclean-va-284636.md)) | 284636 | West McLean, VA | State-registered investment adviser | Not reported | 10 | % of assets, Hourly, Fixed fee |
| [Abich Financial Wealth Management, LLC](https://advisorcensus.com/firm/abich-financial-wealth-management-llc-ashburn-va-310633) ([md](https://advisorcensus.com/firm/abich-financial-wealth-management-llc-ashburn-va-310633.md)) | 310633 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Acadia Financial Services, LLC](https://advisorcensus.com/firm/acadia-financial-services-llc-burke-va-309270) ([md](https://advisorcensus.com/firm/acadia-financial-services-llc-burke-va-309270.md)) | 309270 | Burke, VA | State-registered investment adviser | Under $25 million | 6 | Hourly, Fixed fee |
| [Acansa Investment Management Group, LLC](https://advisorcensus.com/firm/acansa-investment-management-group-llc-tysons-corner-va-313457) ([md](https://advisorcensus.com/firm/acansa-investment-management-group-llc-tysons-corner-va-313457.md)) | 313457 | Tysons Corner, VA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Acorn Financial Advisory Services, Inc.](https://advisorcensus.com/firm/acorn-financial-advisory-services-inc-reston-va-116763) ([md](https://advisorcensus.com/firm/acorn-financial-advisory-services-inc-reston-va-116763.md)) | 116763 | Reston, VA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee, Other |
| [ACTIV8 Family Office LLC](https://advisorcensus.com/firm/activ8-family-office-llc-mclean-va-337753) ([md](https://advisorcensus.com/firm/activ8-family-office-llc-mclean-va-337753.md)) | 337753 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Hourly, Fixed fee |
| [Acts Financial Advisors](https://advisorcensus.com/firm/acts-financial-advisors-mclean-va-325930) ([md](https://advisorcensus.com/firm/acts-financial-advisors-mclean-va-325930.md)) | 325930 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [AD Deum Funds, LLC](https://advisorcensus.com/firm/ad-deum-funds-llc-south-riding-va-293323) ([md](https://advisorcensus.com/firm/ad-deum-funds-llc-south-riding-va-293323.md)) | 293323 | South Riding, VA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee, Performance fee, Other |
| [Addax Bridge Financial](https://advisorcensus.com/firm/addax-bridge-financial-potomac-md-335247) ([md](https://advisorcensus.com/firm/addax-bridge-financial-potomac-md-335247.md)) | 335247 | Potomac, MD | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Advisors Financial, Inc.](https://advisorcensus.com/firm/advisors-financial-inc-mclean-va-144837) ([md](https://advisorcensus.com/firm/advisors-financial-inc-mclean-va-144837.md)) | 144837 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Advocate Wealth, LLC](https://advisorcensus.com/firm/advocate-wealth-llc-washington-dc-330165) ([md](https://advisorcensus.com/firm/advocate-wealth-llc-washington-dc-330165.md)) | 330165 | Washington, DC | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Aegis Wealth](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429) ([md](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429.md)) | 134429 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Fixed fee |
| [Alexander Randolph Advisory Inc](https://advisorcensus.com/firm/alexander-randolph-advisory-inc-mclean-va-106024) ([md](https://advisorcensus.com/firm/alexander-randolph-advisory-inc-mclean-va-106024.md)) | 106024 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Alikos Wealth Management, LLC](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985) ([md](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985.md)) | 282985 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Allegiance Financial Group](https://advisorcensus.com/firm/allegiance-financial-group-vienna-va-313110) ([md](https://advisorcensus.com/firm/allegiance-financial-group-vienna-va-313110.md)) | 313110 | Vienna, VA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Alna Wealth Management](https://advisorcensus.com/firm/alna-wealth-management-fredericksburg-va-340941) ([md](https://advisorcensus.com/firm/alna-wealth-management-fredericksburg-va-340941.md)) | 340941 | Fredericksburg, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Alpha Financial Advisors, LLC](https://advisorcensus.com/firm/alpha-financial-advisors-llc-mclean-va-116291) ([md](https://advisorcensus.com/firm/alpha-financial-advisors-llc-mclean-va-116291.md)) | 116291 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [American Executive Advisors, LLC](https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477) ([md](https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477.md)) | 306477 | Alexandria, VA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [AMJ Financial Wealth Management LLC](https://advisorcensus.com/firm/amj-financial-wealth-management-llc-leesburg-va-162878) ([md](https://advisorcensus.com/firm/amj-financial-wealth-management-llc-leesburg-va-162878.md)) | 162878 | Leesburg, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Andersen](https://advisorcensus.com/firm/andersen-mclean-va-124205) ([md](https://advisorcensus.com/firm/andersen-mclean-va-124205.md)) | 124205 | McLean, VA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Arbor Private Wealth, LLC](https://advisorcensus.com/firm/arbor-private-wealth-llc-ashburn-va-315812) ([md](https://advisorcensus.com/firm/arbor-private-wealth-llc-ashburn-va-315812.md)) | 315812 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Argo Wealth Advisory, LLC](https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041) ([md](https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041.md)) | 334041 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Arkagos Advisors & Asset Management, Inc.](https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366) ([md](https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366.md)) | 315366 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Armstrong, Fleming & Moore, Inc.](https://advisorcensus.com/firm/armstrong-fleming-and-moore-inc-washington-dc-107347) ([md](https://advisorcensus.com/firm/armstrong-fleming-and-moore-inc-washington-dc-107347.md)) | 107347 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets, Fixed fee, Commissions |
| [Aspect Partners, LLC](https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273) ([md](https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273.md)) | 307273 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Atcap Partners, LLC](https://advisorcensus.com/firm/atcap-partners-llc-rockville-md-158214) ([md](https://advisorcensus.com/firm/atcap-partners-llc-rockville-md-158214.md)) | 158214 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Auburn Skies Financial Advisors](https://advisorcensus.com/firm/auburn-skies-financial-advisors-chantilly-va-340211) ([md](https://advisorcensus.com/firm/auburn-skies-financial-advisors-chantilly-va-340211.md)) | 340211 | Chantilly, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Audible Wealth Management](https://advisorcensus.com/firm/audible-wealth-management-silver-spring-md-325559) ([md](https://advisorcensus.com/firm/audible-wealth-management-silver-spring-md-325559.md)) | 325559 | Silver Spring, MD | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Aurora Pointe Capital Management, LLC](https://advisorcensus.com/firm/aurora-pointe-capital-management-llc-vienna-va-318928) ([md](https://advisorcensus.com/firm/aurora-pointe-capital-management-llc-vienna-va-318928.md)) | 318928 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Authentic Wealth Partners LLC](https://advisorcensus.com/firm/authentic-wealth-partners-llc-culpeper-va-343757) ([md](https://advisorcensus.com/firm/authentic-wealth-partners-llc-culpeper-va-343757.md)) | 343757 | Culpeper, VA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Azzad Asset Management, Inc.](https://advisorcensus.com/firm/azzad-asset-management-inc-falls-church-va-111291) ([md](https://advisorcensus.com/firm/azzad-asset-management-inc-falls-church-va-111291.md)) | 111291 | Falls Church, VA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee |
| [B&L Wealth Group, LLC](https://advisorcensus.com/firm/b-and-l-wealth-group-llc-mclean-va-332083) ([md](https://advisorcensus.com/firm/b-and-l-wealth-group-llc-mclean-va-332083.md)) | 332083 | McLean, VA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee, Performance fee |
| [Beckett Clark Private Wealth, LLC](https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806) ([md](https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806.md)) | 338806 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Bestgate Wealth Advisors, LLC](https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639) ([md](https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639.md)) | 301639 | Frederick, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Bethesda Financial Advisors, LLC](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715) ([md](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715.md)) | 170715 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Beyond Financial Planning, LLC](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240) ([md](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240.md)) | 306240 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Birks Financial Corp.](https://advisorcensus.com/firm/birks-financial-corp-herndon-va-118623) ([md](https://advisorcensus.com/firm/birks-financial-corp-herndon-va-118623.md)) | 118623 | Herndon, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Black DOG Wealth, LLC](https://advisorcensus.com/firm/black-dog-wealth-llc-montclair-va-334464) ([md](https://advisorcensus.com/firm/black-dog-wealth-llc-montclair-va-334464.md)) | 334464 | Montclair, VA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Blue Like an Orange Sustainable Capital](https://advisorcensus.com/firm/blue-like-an-orange-sustainable-capital-washington-dc-291948) ([md](https://advisorcensus.com/firm/blue-like-an-orange-sustainable-capital-washington-dc-291948.md)) | 291948 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Bluelist Partners, LLC](https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568) ([md](https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568.md)) | 304568 | Occoquan, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Bluesail Advisors LLC](https://advisorcensus.com/firm/bluesail-advisors-llc-mclean-va-144579) ([md](https://advisorcensus.com/firm/bluesail-advisors-llc-mclean-va-144579.md)) | 144579 | McLean, VA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Bluestone® Financial Advisors, LLC](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946) ([md](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946.md)) | 146946 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee |
| [BNB Wealth Mangagement, LLC](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702) ([md](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702.md)) | 107702 | Silver Spring, MD | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [Bontempo Ohly Capital Management, LLC](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804) ([md](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804.md)) | 132804 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Brighter Financial Capital Management, LLC](https://advisorcensus.com/firm/brighter-financial-capital-management-llc-reston-va-300619) ([md](https://advisorcensus.com/firm/brighter-financial-capital-management-llc-reston-va-300619.md)) | 300619 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Brown / Miller Wealth Management, LLC](https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742) ([md](https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742.md)) | 305742 | McLean, VA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Bryspen, Incorporated](https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004) ([md](https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004.md)) | 109004 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Bull Harbor Capital LLC.](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995) ([md](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995.md)) | 324995 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/dc/washington/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Washington, DC?**
AdvisorCensus lists 682 investment advisory firms with a principal office in the Washington metro area, from Form ADV filings as of October 2026: 320 SEC-registered, 218 state-registered, and 144 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Washington, DC?**
192 of the 682 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Washington, DC offer financial planning?**
320 of the 538 firms in Washington, DC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Washington, DC fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 192 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Washington, DC: 282 firms from Form ADV filings as of October 2026.