{
  "path": "/advisors/va/fee-only",
  "url": "https://advisorcensus.com/advisors/va/fee-only/page/5",
  "page_type": "state_fee",
  "title": "Fee-only financial advisors in Virginia",
  "filters": {},
  "scope_total": 332,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Virginia?",
      "a": "AdvisorCensus lists 792 investment advisory firms with a principal office in Virginia, from Form ADV filings as of October 2026: 309 SEC-registered, 403 state-registered, and 80 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Virginia?",
      "a": "332 of the 792 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."
    },
    {
      "q": "How many financial advisors in Virginia offer financial planning?",
      "a": "484 of the 712 firms in Virginia 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."
    },
    {
      "q": "Are the financial advisors in Virginia fiduciaries?",
      "a": "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 332 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 332 investment advisory firms with a principal office in Virginia that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Fee-only financial advisors in Virginia: 332 firms from Form ADV filings as of October 2026.",
  "total_firms": 332,
  "page": 5,
  "total_pages": 7,
  "sort": "name",
  "registration_types": {
    "sec": 103,
    "state": 229,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 332
    },
    {
      "code": "percentage_of_aum",
      "count": 280
    },
    {
      "code": "hourly",
      "count": 175
    },
    {
      "code": "subscription",
      "count": 5
    },
    {
      "code": "fixed",
      "count": 201
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 121
    },
    {
      "code": "5_to_9",
      "count": 65
    },
    {
      "code": "10_to_19",
      "count": 86
    },
    {
      "code": "20_plus",
      "count": 59
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 115
    },
    {
      "code": "25m_100m",
      "count": 76
    },
    {
      "code": "100m_500m",
      "count": 65
    },
    {
      "code": "500m_1b",
      "count": 20
    },
    {
      "code": "1b_5b",
      "count": 15
    },
    {
      "code": "over_5b",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 38
    }
  ],
  "firms": [
    {
      "crd_number": 115645,
      "name": "Marotta Wealth Management, Inc.",
      "name_as_filed": "MAROTTA WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/marotta-wealth-management-inc-charlottesville-va-115645",
      "city": "Charlottesville",
      "state": "VA",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324095,
      "name": "Massie Financial Planning Inc.",
      "name_as_filed": "MASSIE FINANCIAL PLANNING INC.",
      "url": "https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117526,
      "name": "McKinney Financial Planning & Management",
      "name_as_filed": "MCKINNEY FINANCIAL PLANNING & MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mckinney-financial-planning-and-management-vienna-va-117526",
      "city": "Vienna",
      "state": "VA",
      "years_registered": 29,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144140,
      "name": "Mehta Services Company",
      "name_as_filed": "MEHTA SERVICES COMPANY",
      "url": "https://advisorcensus.com/firm/mehta-services-company-144140",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281969,
      "name": "Meridian Financial Partners LLC",
      "name_as_filed": "MERIDIAN FINANCIAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969",
      "city": "Warrenton",
      "state": "VA",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116524,
      "name": "Midatlantic Capital Management, Inc.",
      "name_as_filed": "MIDATLANTIC CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/midatlantic-capital-management-inc-richmond-va-116524",
      "city": "Richmond",
      "state": "VA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109447,
      "name": "Mitchell Advisory Inc",
      "name_as_filed": "MITCHELL ADVISORY INC",
      "url": "https://advisorcensus.com/firm/mitchell-advisory-inc-reston-va-109447",
      "city": "Reston",
      "state": "VA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281536,
      "name": "Mohar Financial Planning",
      "name_as_filed": "MOHAR FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/mohar-financial-planning-281536",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168275,
      "name": "Monroe Capital Partners, LLC",
      "name_as_filed": "MONROE CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/monroe-capital-partners-llc-irvington-va-168275",
      "city": "Irvington",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126819,
      "name": "Montgomery Capital Management, LLC",
      "name_as_filed": "MONTGOMERY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/montgomery-capital-management-llc-newport-news-va-126819",
      "city": "Newport News",
      "state": "VA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116807,
      "name": "Montvue Capital Management, Inc.",
      "name_as_filed": "MONTVUE CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/montvue-capital-management-inc-lynchburg-va-116807",
      "city": "Lynchburg",
      "state": "VA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159882,
      "name": "Monument Wealth Management",
      "name_as_filed": "MONUMENT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162411,
      "name": "Morris & Wells Wealth Management",
      "name_as_filed": "MORRIS & WELLS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/morris-and-wells-wealth-management-charlottesville-va-162411",
      "city": "Charlottesville",
      "state": "VA",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164381,
      "name": "Munoz Group",
      "name_as_filed": "MUNOZ GROUP",
      "url": "https://advisorcensus.com/firm/munoz-group-arlington-va-164381",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156685,
      "name": "MWA Investments, LLC",
      "name_as_filed": "MWA INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/mwa-investments-llc-white-stone-va-156685",
      "city": "White Stone",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157164,
      "name": "Nautilus Financial Group, Inc.",
      "name_as_filed": "NAUTILUS FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/nautilus-financial-group-inc-virginia-beach-va-157164",
      "city": "Virginia Beach",
      "state": "VA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118694,
      "name": "Net Worth Advisory Services",
      "name_as_filed": "NET WORTH ADVISORY SERVICES",
      "url": "https://advisorcensus.com/firm/net-worth-advisory-services-arlington-va-118694",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297112,
      "name": "Next Play Financial",
      "name_as_filed": "NEXT PLAY FINANCIAL",
      "url": "https://advisorcensus.com/firm/next-play-financial-ashburn-va-297112",
      "city": "Ashburn",
      "state": "VA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313311,
      "name": "Nhabla",
      "name_as_filed": "NHABLA",
      "url": "https://advisorcensus.com/firm/nhabla-arlington-va-313311",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316497,
      "name": "Noble Hill Planning LLC",
      "name_as_filed": "NOBLE HILL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/noble-hill-planning-llc-316497",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331946,
      "name": "Noteworthy Financial LLC",
      "name_as_filed": "NOTEWORTHY FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/noteworthy-financial-llc-331946",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323914,
      "name": "Oakleigh Wealth Services",
      "name_as_filed": "OAKLEIGH WEALTH SERVICES",
      "url": "https://advisorcensus.com/firm/oakleigh-wealth-services-crozet-va-323914",
      "city": "Crozet",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297609,
      "name": "Oakton Financial, LLC",
      "name_as_filed": "OAKTON FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/oakton-financial-llc-reston-va-297609",
      "city": "Reston",
      "state": "VA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282355,
      "name": "Olio Financial Planning",
      "name_as_filed": "OLIO FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/olio-financial-planning-mclean-va-282355",
      "city": "McLean",
      "state": "VA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316066,
      "name": "Opportunity Cost Investors LLC",
      "name_as_filed": "OPPORTUNITY COST INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/opportunity-cost-investors-llc-316066",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332007,
      "name": "Opulent Wealth",
      "name_as_filed": "OPULENT WEALTH",
      "url": "https://advisorcensus.com/firm/opulent-wealth-332007",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118359,
      "name": "Oxford Capital Management",
      "name_as_filed": "OXFORD CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oxford-capital-management-richm0nd-va-118359",
      "city": "Richm0nd",
      "state": "VA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339119,
      "name": "Oyster Creek Capital",
      "name_as_filed": "OYSTER CREEK CAPITAL",
      "url": "https://advisorcensus.com/firm/oyster-creek-capital-urbanna-va-339119",
      "city": "Urbanna",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330962,
      "name": "Packard Wealth Strategies LLC",
      "name_as_filed": "PACKARD WEALTH STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/packard-wealth-strategies-llc-330962",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334210,
      "name": "Park Financial Planning Solutions, LLC",
      "name_as_filed": "PARK FINANCIAL PLANNING SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/park-financial-planning-solutions-llc-334210",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323600,
      "name": "Parks Investment Management, LLC",
      "name_as_filed": "PARKS INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/parks-investment-management-llc-bristol-va-323600",
      "city": "Bristol",
      "state": "VA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151980,
      "name": "Partners in Financial Planning, LLC",
      "name_as_filed": "PARTNERS IN FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/partners-in-financial-planning-llc-salem-va-151980",
      "city": "Salem",
      "state": "VA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333683,
      "name": "Peace Within Financial",
      "name_as_filed": "PEACE WITHIN FINANCIAL",
      "url": "https://advisorcensus.com/firm/peace-within-financial-333683",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315129,
      "name": "Peacelink Financial Planning",
      "name_as_filed": "PEACELINK FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/peacelink-financial-planning-virginia-beach-va-315129",
      "city": "Virginia Beach",
      "state": "VA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332830,
      "name": "Petra Wealth Management",
      "name_as_filed": "PETRA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/petra-wealth-management-spotsylvania-va-332830",
      "city": "Spotsylvania",
      "state": "VA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343067,
      "name": "Phin Wealth",
      "name_as_filed": "PHIN WEALTH",
      "url": "https://advisorcensus.com/firm/phin-wealth-middleburg-va-343067",
      "city": "Middleburg",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143153,
      "name": "Piedmont Capital Asset Management LLC",
      "name_as_filed": "PIEDMONT CAPITAL ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/piedmont-capital-asset-management-llc-143153",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333693,
      "name": "Piedmont Wealth Advisory",
      "name_as_filed": "PIEDMONT WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/piedmont-wealth-advisory-reston-va-333693",
      "city": "Reston",
      "state": "VA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317352,
      "name": "Pine Harbor Wealth Management LLC",
      "name_as_filed": "PINE HARBOR WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pine-harbor-wealth-management-llc-fairfax-va-317352",
      "city": "Fairfax",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310090,
      "name": "Pithom Advisors, Inc.",
      "name_as_filed": "PITHOM ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/pithom-advisors-inc-woodbridge-va-310090",
      "city": "Woodbridge",
      "state": "VA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132009,
      "name": "Plan Sponsor Adviser, LLC",
      "name_as_filed": "PLAN SPONSOR ADVISER, LLC",
      "url": "https://advisorcensus.com/firm/plan-sponsor-adviser-llc-132009",
      "city": null,
      "state": null,
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331046,
      "name": "Plandeavor",
      "name_as_filed": "PLANDEAVOR",
      "url": "https://advisorcensus.com/firm/plandeavor-arlington-va-331046",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165383,
      "name": "Planning Within Reach, LLC",
      "name_as_filed": "PLANNING WITHIN REACH, LLC",
      "url": "https://advisorcensus.com/firm/planning-within-reach-llc-virginia-beach-va-165383",
      "city": "Virginia Beach",
      "state": "VA",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116011,
      "name": "Portfolio Advisory Group, Inc.",
      "name_as_filed": "PORTFOLIO ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/portfolio-advisory-group-inc-alexandria-va-116011",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139498,
      "name": "Portfolioarc, L.L.C.",
      "name_as_filed": "PORTFOLIOARC, L.L.C.",
      "url": "https://advisorcensus.com/firm/portfolioarc-l-l-c-139498",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150482,
      "name": "Potomac Wealth Management LLC",
      "name_as_filed": "POTOMAC WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/potomac-wealth-management-llc-great-falls-va-150482",
      "city": "Great Falls",
      "state": "VA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151565,
      "name": "Potomac Wealth Strategies, LLC",
      "name_as_filed": "POTOMAC WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/potomac-wealth-strategies-llc-alexandria-va-151565",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297335,
      "name": "Present Value Financial Services LLC",
      "name_as_filed": "PRESENT VALUE FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/present-value-financial-services-llc-297335",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114957,
      "name": "Professional Financial Solutions, LLC",
      "name_as_filed": "PROFESSIONAL FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/professional-financial-solutions-llc-fairfax-va-114957",
      "city": "Fairfax",
      "state": "VA",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341235,
      "name": "Purpose Capital LLC",
      "name_as_filed": "PURPOSE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/purpose-capital-llc-341235",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/va",
      "label": "Financial advisors in Virginia"
    },
    "fee_pages": [
      {
        "path": "/advisors/va/flat-fee",
        "label": "Flat-fee financial advisors in Virginia",
        "firm_count": 412
      },
      {
        "path": "/advisors/va/hourly",
        "label": "Hourly financial advisors in Virginia",
        "firm_count": 352
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/va/richmond/fee-only",
        "firm_count": 46,
        "label": "Fee-only financial advisors in Richmond, VA"
      },
      {
        "path": "/advisors/va/virginia-beach/fee-only",
        "firm_count": 24,
        "label": "Fee-only financial advisors in Virginia Beach, VA"
      },
      {
        "path": "/advisors/va/charlottesville/fee-only",
        "firm_count": 21,
        "label": "Fee-only financial advisors in Charlottesville, VA"
      },
      {
        "path": "/advisors/va/lynchburg/fee-only",
        "firm_count": 7,
        "label": "Fee-only financial advisors in Lynchburg, VA"
      },
      {
        "path": "/advisors/va/roanoke/fee-only",
        "firm_count": 5,
        "label": "Fee-only financial advisors in Roanoke, VA"
      },
      {
        "path": "/advisors/va/harrisonburg/fee-only",
        "firm_count": 2,
        "label": "Fee-only financial advisors in Harrisonburg, VA"
      },
      {
        "path": "/advisors/va/blacksburg/fee-only",
        "firm_count": 1,
        "label": "Fee-only financial advisors in Blacksburg, VA"
      },
      {
        "path": "/advisors/va/winchester/fee-only",
        "firm_count": 1,
        "label": "Fee-only financial advisors in Winchester, VA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
