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Drew Michael Culver

Advisor at Councilor Wealth LLC — Bristow, VA

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Bristow, VA 20136

Councilor Wealth LLC logo

Councilor Wealth LLC

Team

Total advisors

10

Across 3 offices

Clients per advisor

19 Very Low

Avg AUM per client

$1,578,084 High

HNW client ratio

50% High

About

Drew Culver is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Councilor Wealth LLC in Bristow, VA. His prior roles include positions at May Barnhard Investments, Curo Private Wealth, Commonwealth Financial Network, Clarion Wealth Management Partners, and Ameriprise Financial Services. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to develop long-term investment strategies tailored to client goals.

Client services

Based on Councilor Wealth LLC

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Councilor Wealth LLC

Real estate investing General retirement planning College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fee arrangements for financial planning services based on level of service provided.

Percentage

$0 - $750,000: Negotiable $750,001 - $1,250,000: 0.90% $1,250,001 - $2,500,000: 0.80% $2,500,001 - $3,750,000: 0.70% $3,750,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable

Project-based

Hourly charges for financial planning services without assets under management.

Location

See office

Bristow, VA

12318 Penzance Lane

Bristow VA 20136

Advisors at this office

1

Most active in

Virginia

Work history

11 years of industry experience

May Barnhard Investments, LLC

2025 - Present • 1 year

Bethesda, MD

Curo Private Wealth

2023 - 2025 • 2 years

Reston, VA

Commonwealth Financial Network

2022 - 2023 • 1 year

Waltham, MA

Clarion Wealth Management Partners

2022 - 2023 • 1 year

Fairfax, VA

Commonwealth Financial Network

2020 - 2022 • 2 years

Waltham, MA

Clarion Wealth Management Partners

2020 - 2022 • 2 years

Fairfax, VA

Ameriprise Financial Services, Inc.

2013 - 2020 • 7 years

Fairfax, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Girish G

Series 65

Chantilly, VA

Magnus Financials LLC

Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Business exit / sale strategy Founder/Business Owner Self-Employed
user avatar

David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Robert K

PFS™, Series 65

Fairfax, VA

Auburn Skies Financial Advisors

Robert Krueger is a financial advisor at Auburn Skies Financial Advisors with 20 years of industry experience. He holds a PFS™ designation and a Series 65 license. Prior to founding Auburn Skies Financial Advisors in 2025, he spent six years at Alexander Randolph Advisory Inc. and has been associated with Alexander Randolph Inc. since 2000, where he is also a partner and stockholder involved in tax and accounting services. Auburn Skies Financial Advisors is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, with an investment approach that combines passive and active strategies based on asset allocation and modern portfolio theory.

Business sale tax planning Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Bryan T

Series 65

Oak Hill, VA

Financial Solutions, LLC

Bryan Thomas is the sole advisor at Financial Solutions, LLC in Oak Hill, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Financial Solutions since 2018 and concurrently serves as Vice President at Jones Lang LaSalle, Inc., specializing in commercial real estate services. Financial Solutions provides comprehensive financial planning to individuals and families, covering areas such as cash flow, retirement, education funding, estate and tax considerations, and risk management. The firm emphasizes a long-term, passive investment approach with fundamental analysis, offering written financial plans and educational workshops while clients retain full discretion over implementation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
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Hitendra P

Series 65

Fairfax, VA

IDEAUM LLC

Hitendra Pavuluru is a financial advisor at IDEAUM LLC in Fairfax, VA, holding a Series 65 credential with one year of experience in investment advisory. He founded and manages Ideaum LLC, an IT consulting firm providing technology advisory and support services since 2010. Prior to his current advisory role, he worked at KForce Inc and ASRC Federal Holding Company. IDEAUM LLC offers portfolio management and financial planning services for individuals, families, trusts, estates, and small businesses. The firm employs a long-only, value-oriented asset allocation approach with tactical adjustments and non-discretionary client relationships.

General retirement planning General tax planning Cash flow / budgeting Wealth management
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Uttam B

Series 65, Series 66

Chantilly, VA

SagePro Wealth Management

Uttam Bharwani is the sole advisor at SagePro Wealth Management, an independent firm based in Chantilly, VA. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including roles at Bharwani Asset Management LLC, Osaic FA, Inc., and Ameriprise. SagePro Wealth Management offers tailored portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to develop personalized investment strategies, employing a variety of tactics such as long- and short-term positions, short sales, margin transactions, and options strategies.

Options & derivatives strategies
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