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Vanessa Lane Alanis

Advisor at Black Dog Wealth, LLC — Manassas, VA

Updated today

Credentials

CFP®, ChFC®

Experience

2 years

Location

Manassas, VA

Black Dog Wealth, LLC logo

Black Dog Wealth, LLC

Independent

Total advisors

1

Clients per advisor

10 Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Vanessa Alanis is a CFP® and ChFC® credentialed advisor at Black Dog Wealth, LLC with two years of industry experience. Her background includes roles at Magellan Health providing financial counseling to military service members and at Chisholm Financial Planning & Investments as a paraplanner. Black Dog Wealth, LLC offers investment management, financial planning, and educational seminars, using an investment approach based on modern portfolio theory and passive management with index funds and ETFs. The firm provides both ongoing and project-based financial planning services, including hourly and fixed-scope engagements.

Client services

Based on Black Dog Wealth, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Black Dog Wealth, LLC

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

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Fee options

Fixed

Financial Planning initial fee $1,000 to $6,000; ongoing fixed fees $300 to $10,000 monthly; Project-Based and Premarital Financial Planning fixed fees $1,000 to $10,000; Educational Seminars fees $0 to $10,000 per seminar.

Percentage

$0 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%

Project-based

$300 per hour for Project-Based and Premarital Financial Planning.

Other

Fee-only: Fee-only firm, no commissions received.

Location

Manassas, VA

Manassas VA

Advisors at this office

1

Most active in

Virginia

Work history

2 years of industry experience

Black Dog Wealth, LLC

2024 - Present • 2 years

Manassas, VA

Magellan Health

2023 - Present • 3 years

Arlington, VA

Chisholm Financial Planning & Investments

2022 - 2025 • 3 years

Watertown, NY

Alanis Financial Solutions

2018 - 2025 • 7 years

Manassas, VA

ZEIDERS Enterprises

2017 - 2023 • 6 years

Woodbridge, VA

Navy-Marine Corps Relief Society

2015 - 2017 • 2 years

Camp Lejeune, NC

Disclosures

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

Business activities & affiliations

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Series 65, Series 63, Series 7, AIF®, CMFC®

McLean, VA

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General retirement planning Retirement income strategy General tax planning General estate planning guidance Roth conversion strategy Retired Government Employee Approaching retirement Retired
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CFA®, Series 65

Annandale, VA

Bishopsgate Investment Company

David Huddleston is a CFA® charterholder with 33 years of experience in the financial industry. He has been the sole advisor at Bishopsgate Investment Company since 1988. In addition to his advisory role, Huddleston is president and author of Capital Markets Evaluation Tools, Inc., a publishing company he founded to distribute Bishopsgate’s investment research. Bishopsgate Investment Company provides portfolio design and advisory services to wealthy individuals, corporations, institutions, pension plans, trusts, and foundations. The firm employs a structured investment approach combining fundamental research with stratified statistical sampling, emphasizing low turnover and a long-term orientation.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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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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Series 65

Vienna, VA

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General tax planning Cash flow / budgeting
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PFS™, Series 65

Fairfax, VA

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Business sale tax planning Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Series 65

Oak Hill, VA

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