# 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/page/6

## 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 6 of 6, 251 to 282 of 282, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [The Lewis Financial Group](https://advisorcensus.com/firm/the-lewis-financial-group-ashburn-va-315692) ([md](https://advisorcensus.com/firm/the-lewis-financial-group-ashburn-va-315692.md)) | 315692 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [The Retirement Smith LLC](https://advisorcensus.com/firm/the-retirement-smith-llc-fredericksburg-va-312623) ([md](https://advisorcensus.com/firm/the-retirement-smith-llc-fredericksburg-va-312623.md)) | 312623 | Fredericksburg, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [The W & W Group LLC](https://advisorcensus.com/firm/the-w-and-w-group-llc-rockville-md-286334) ([md](https://advisorcensus.com/firm/the-w-and-w-group-llc-rockville-md-286334.md)) | 286334 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [The Wealth Syndicate LLC](https://advisorcensus.com/firm/the-wealth-syndicate-llc-silver-spring-md-282889) ([md](https://advisorcensus.com/firm/the-wealth-syndicate-llc-silver-spring-md-282889.md)) | 282889 | Silver Spring, MD | State-registered investment adviser | Under $25 million | 10 | % of assets, Subscription, Fixed fee |
| [Titanrex](https://advisorcensus.com/firm/titanrex-arlington-va-324598) ([md](https://advisorcensus.com/firm/titanrex-arlington-va-324598.md)) | 324598 | Arlington, VA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Trio Wealth Management, LLC](https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042) ([md](https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042.md)) | 328042 | Great Falls, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Tritonpoint Capital, LLC](https://advisorcensus.com/firm/tritonpoint-capital-llc-chevy-chase-md-336417) ([md](https://advisorcensus.com/firm/tritonpoint-capital-llc-chevy-chase-md-336417.md)) | 336417 | Chevy Chase, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [Tritonpoint Partners, LLC](https://advisorcensus.com/firm/tritonpoint-partners-llc-chevy-chase-md-333259) ([md](https://advisorcensus.com/firm/tritonpoint-partners-llc-chevy-chase-md-333259.md)) | 333259 | Chevy Chase, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Tritonpoint Wealth, LLC](https://advisorcensus.com/firm/tritonpoint-wealth-llc-chevy-chase-md-328398) ([md](https://advisorcensus.com/firm/tritonpoint-wealth-llc-chevy-chase-md-328398.md)) | 328398 | Chevy Chase, MD | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Trumbower Financial Advisors LLC](https://advisorcensus.com/firm/trumbower-financial-advisors-llc-bethesda-md-107495) ([md](https://advisorcensus.com/firm/trumbower-financial-advisors-llc-bethesda-md-107495.md)) | 107495 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Fixed fee |
| [Turning Point Financial](https://advisorcensus.com/firm/turning-point-financial-frederick-md-301282) ([md](https://advisorcensus.com/firm/turning-point-financial-frederick-md-301282.md)) | 301282 | Frederick, MD | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Tyndale Investments, LLC](https://advisorcensus.com/firm/tyndale-investments-llc-washington-dc-163581) ([md](https://advisorcensus.com/firm/tyndale-investments-llc-washington-dc-163581.md)) | 163581 | Washington, DC | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [USA Retirement Income Solutions, LLC](https://advisorcensus.com/firm/usa-retirement-income-solutions-llc-centreville-va-132236) ([md](https://advisorcensus.com/firm/usa-retirement-income-solutions-llc-centreville-va-132236.md)) | 132236 | Centreville, VA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Valor Wealth Partners](https://advisorcensus.com/firm/valor-wealth-partners-washington-dc-315179) ([md](https://advisorcensus.com/firm/valor-wealth-partners-washington-dc-315179.md)) | 315179 | Washington, DC | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Variant Private Wealth LLC](https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011) ([md](https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011.md)) | 288011 | Tysons, VA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Variplan, LLC](https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361) ([md](https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361.md)) | 143361 | Ashburn, VA | State-registered investment adviser | Not reported | 19 | Hourly, Fixed fee |
| [Veridian Capital Partners](https://advisorcensus.com/firm/veridian-capital-partners-frederick-md-314290) ([md](https://advisorcensus.com/firm/veridian-capital-partners-frederick-md-314290.md)) | 314290 | Frederick, MD | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Vocare Wealth Advisors](https://advisorcensus.com/firm/vocare-wealth-advisors-reston-va-344366) ([md](https://advisorcensus.com/firm/vocare-wealth-advisors-reston-va-344366.md)) | 344366 | Reston, VA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Warner Financial, Inc](https://advisorcensus.com/firm/warner-financial-inc-bethesda-md-135303) ([md](https://advisorcensus.com/firm/warner-financial-inc-bethesda-md-135303.md)) | 135303 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Wealthcrest Financial Services, LLC](https://advisorcensus.com/firm/wealthcrest-financial-services-llc-springfield-va-130049) ([md](https://advisorcensus.com/firm/wealthcrest-financial-services-llc-springfield-va-130049.md)) | 130049 | Springfield, VA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Commissions |
| [Wesling Financial Planning Services Corp.](https://advisorcensus.com/firm/wesling-financial-planning-services-corp-alexandria-va-141424) ([md](https://advisorcensus.com/firm/wesling-financial-planning-services-corp-alexandria-va-141424.md)) | 141424 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [West Financial Services, Inc.](https://advisorcensus.com/firm/west-financial-services-inc-mclean-va-137497) ([md](https://advisorcensus.com/firm/west-financial-services-inc-mclean-va-137497.md)) | 137497 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Westbourne Investments, Inc.](https://advisorcensus.com/firm/westbourne-investments-inc-alexandria-va-37499) ([md](https://advisorcensus.com/firm/westbourne-investments-inc-alexandria-va-37499.md)) | 37499 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Fixed fee |
| [Widmann Financial Services](https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106) ([md](https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106.md)) | 289106 | Bowie, MD | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Winston Paul Capital Management, Inc.](https://advisorcensus.com/firm/winston-paul-capital-management-inc-tysons-corner-va-326893) ([md](https://advisorcensus.com/firm/winston-paul-capital-management-inc-tysons-corner-va-326893.md)) | 326893 | Tysons Corner, VA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wise Financial Counsel, LLC](https://advisorcensus.com/firm/wise-financial-counsel-llc-fort-washington-md-313630) ([md](https://advisorcensus.com/firm/wise-financial-counsel-llc-fort-washington-md-313630.md)) | 313630 | Fort Washington, MD | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Wiseman & Associates Wealth Management](https://advisorcensus.com/firm/wiseman-and-associates-wealth-management-middleburg-va-169677) ([md](https://advisorcensus.com/firm/wiseman-and-associates-wealth-management-middleburg-va-169677.md)) | 169677 | Middleburg, VA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Worch Capital LLC](https://advisorcensus.com/firm/worch-capital-llc-rockville-md-155220) ([md](https://advisorcensus.com/firm/worch-capital-llc-rockville-md-155220.md)) | 155220 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee, Performance fee |
| [Worch Financial Group, LLC](https://advisorcensus.com/firm/worch-financial-group-llc-rockville-md-140905) ([md](https://advisorcensus.com/firm/worch-financial-group-llc-rockville-md-140905.md)) | 140905 | Rockville, MD | State-registered investment adviser | Not reported | 20 | % of assets, Hourly, Fixed fee, Other |
| [WS Wealth Management, LLC](https://advisorcensus.com/firm/ws-wealth-management-llc-washington-va-168114) ([md](https://advisorcensus.com/firm/ws-wealth-management-llc-washington-va-168114.md)) | 168114 | Washington, VA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [XML Financial Group](https://advisorcensus.com/firm/xml-financial-group-bethesda-md-284987) ([md](https://advisorcensus.com/firm/xml-financial-group-bethesda-md-284987.md)) | 284987 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [YGC Wealth](https://advisorcensus.com/firm/ygc-wealth-lanham-md-330812) ([md](https://advisorcensus.com/firm/ygc-wealth-lanham-md-330812.md)) | 330812 | Lanham, MD | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/dc/washington/flat-fee/page/5.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.