{
  "path": "/advisors/va/flat-fee",
  "url": "https://advisorcensus.com/advisors/va/flat-fee/page/7",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Virginia",
  "filters": {},
  "scope_total": 412,
  "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": "Find financial advisors in Virginia who charge a fixed fee. AdvisorCensus lists 412 investment advisory firms with a principal office in Virginia that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Virginia: 412 firms from Form ADV filings as of October 2026.",
  "total_firms": 412,
  "page": 7,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 174,
    "state": 238,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 201
    },
    {
      "code": "percentage_of_aum",
      "count": 347
    },
    {
      "code": "hourly",
      "count": 275
    },
    {
      "code": "subscription",
      "count": 10
    },
    {
      "code": "fixed",
      "count": 412
    },
    {
      "code": "commissions",
      "count": 11
    },
    {
      "code": "performance_based",
      "count": 25
    },
    {
      "code": "other",
      "count": 40
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 162
    },
    {
      "code": "5_to_9",
      "count": 93
    },
    {
      "code": "10_to_19",
      "count": 90
    },
    {
      "code": "20_plus",
      "count": 67
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 106
    },
    {
      "code": "25m_100m",
      "count": 85
    },
    {
      "code": "100m_500m",
      "count": 107
    },
    {
      "code": "500m_1b",
      "count": 31
    },
    {
      "code": "1b_5b",
      "count": 28
    },
    {
      "code": "over_5b",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 48
    }
  ],
  "firms": [
    {
      "crd_number": 314866,
      "name": "Pointoak Retirement Advisors",
      "name_as_filed": "POINTOAK RETIREMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/pointoak-retirement-advisors-mclean-va-314866",
      "city": "McLean",
      "state": "VA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 327906,
      "name": "POV Wealth LLC",
      "name_as_filed": "POV WEALTH LLC",
      "url": "https://advisorcensus.com/firm/pov-wealth-llc-327906",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 306259,
      "name": "Primeaumayer Financial",
      "name_as_filed": "PRIMEAUMAYER FINANCIAL",
      "url": "https://advisorcensus.com/firm/primeaumayer-financial-manassas-va-306259",
      "city": "Manassas",
      "state": "VA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 305940,
      "name": "Prosperity Wealth Management",
      "name_as_filed": "PROSPERITY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prosperity-wealth-management-305940",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "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
    },
    {
      "crd_number": 171917,
      "name": "R & J Financial Partners, LLC",
      "name_as_filed": "R & J FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/r-and-j-financial-partners-llc-winchester-va-171917",
      "city": "Winchester",
      "state": "VA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154226,
      "name": "Rathnam Capital, LLC",
      "name_as_filed": "RATHNAM CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/rathnam-capital-llc-leesburg-va-154226",
      "city": "Leesburg",
      "state": "VA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155681,
      "name": "Rauch Advisory LLC",
      "name_as_filed": "RAUCH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/rauch-advisory-llc-chesapeake-va-155681",
      "city": "Chesapeake",
      "state": "VA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298369,
      "name": "Rcplanners",
      "name_as_filed": "RCPLANNERS",
      "url": "https://advisorcensus.com/firm/rcplanners-glen-allen-va-298369",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173346,
      "name": "Rede Wealth, LLC",
      "name_as_filed": "REDE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/rede-wealth-llc-charlottesville-va-173346",
      "city": "Charlottesville",
      "state": "VA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333611,
      "name": "Reel Financial Planning",
      "name_as_filed": "REEL FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/reel-financial-planning-333611",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313386,
      "name": "Reframe Wealth, LLC",
      "name_as_filed": "REFRAME WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/reframe-wealth-llc-fairfax-va-313386",
      "city": "Fairfax",
      "state": "VA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172726,
      "name": "Reliable Alliance Financial",
      "name_as_filed": "RELIABLE ALLIANCE FINANCIAL",
      "url": "https://advisorcensus.com/firm/reliable-alliance-financial-fairfax-va-172726",
      "city": "Fairfax",
      "state": "VA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306510,
      "name": "Rembert Pendleton Jackson",
      "name_as_filed": "REMBERT PENDLETON JACKSON",
      "url": "https://advisorcensus.com/firm/rembert-pendleton-jackson-vienna-va-306510",
      "city": "Vienna",
      "state": "VA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329069,
      "name": "Renew Wealth Management LLC",
      "name_as_filed": "RENEW WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/renew-wealth-management-llc-alexandria-va-329069",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148816,
      "name": "Reston Wealth Management",
      "name_as_filed": "RESTON WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/reston-wealth-management-reston-va-148816",
      "city": "Reston",
      "state": "VA",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171302,
      "name": "Retirement Planology, Inc.",
      "name_as_filed": "RETIREMENT PLANOLOGY, INC.",
      "url": "https://advisorcensus.com/firm/retirement-planology-inc-alexandria-va-171302",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297379,
      "name": "Retirement Researcher, LLC",
      "name_as_filed": "RETIREMENT RESEARCHER, LLC",
      "url": "https://advisorcensus.com/firm/retirement-researcher-llc-tysons-va-297379",
      "city": "Tysons",
      "state": "VA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298810,
      "name": "Revolution Wealth, LLC",
      "name_as_filed": "REVOLUTION WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/revolution-wealth-llc-chantilly-va-298810",
      "city": "Chantilly",
      "state": "VA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342396,
      "name": "RGC Wealth Planning Group",
      "name_as_filed": "RGC WEALTH PLANNING GROUP",
      "url": "https://advisorcensus.com/firm/rgc-wealth-planning-group-342396",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327073,
      "name": "Rise Wealth Partners LLC",
      "name_as_filed": "RISE WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/rise-wealth-partners-llc-mechanicsville-va-327073",
      "city": "Mechanicsville",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333851,
      "name": "Rising Tides Financial Planning LLC",
      "name_as_filed": "RISING TIDES FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/rising-tides-financial-planning-llc-333851",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334629,
      "name": "River Crescent Advisors, LLC",
      "name_as_filed": "RIVER CRESCENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/river-crescent-advisors-llc-suffolk-va-334629",
      "city": "Suffolk",
      "state": "VA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336312,
      "name": "Robinson Nelson",
      "name_as_filed": "ROBINSON NELSON",
      "url": "https://advisorcensus.com/firm/robinson-nelson-chesterfield-va-336312",
      "city": "Chesterfield",
      "state": "VA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226639,
      "name": "Rock Steady Wealth, Inc.",
      "name_as_filed": "ROCK STEADY WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/rock-steady-wealth-inc-richmond-va-226639",
      "city": "Richmond",
      "state": "VA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133477,
      "name": "Roger R. Bell & Co., Inc.",
      "name_as_filed": "ROGER R. BELL & CO., INC.",
      "url": "https://advisorcensus.com/firm/roger-r-bell-and-co-inc-pulaski-va-133477",
      "city": "Pulaski",
      "state": "VA",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137604,
      "name": "Roseline Capitol Advisors, LLC",
      "name_as_filed": "ROSELINE CAPITOL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/roseline-capitol-advisors-llc-richmond-va-137604",
      "city": "Richmond",
      "state": "VA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316922,
      "name": "RULE72 Financial",
      "name_as_filed": "RULE72 FINANCIAL",
      "url": "https://advisorcensus.com/firm/rule72-financial-potomac-falls-va-316922",
      "city": "Potomac Falls",
      "state": "VA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335568,
      "name": "Sands Capital Horizons, LLC",
      "name_as_filed": "SANDS CAPITAL HORIZONS, LLC",
      "url": "https://advisorcensus.com/firm/sands-capital-horizons-llc-arlington-va-335568",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325345,
      "name": "Selby Lane Capital, LLC",
      "name_as_filed": "SELBY LANE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/selby-lane-capital-llc-charlottesville-va-325345",
      "city": "Charlottesville",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122235,
      "name": "Sentinel Wealth Management, Inc.",
      "name_as_filed": "SENTINEL WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/sentinel-wealth-management-inc-reston-va-122235",
      "city": "Reston",
      "state": "VA",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
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  "csv": null,
  "source": {
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    "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"
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}