Browse all Flat-fee advisors in Virginia

Every advisor below is licensed to work with clients in Virginia. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Virginia advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,040
Retired	4,281
Tax-loss harvesting	3,549
Wealth management	2,757
Executive	2,535
Retirement plans for business owners (SEP, solo 401k)	2,373
Retirement income strategy	1,403
Private / alternative investments	1,374
College savings (529s, UTMA, etc.)	1,226
ESG / Sustainable investing	1,214
Options & derivatives strategies	1,163
Active portfolio management	1,142
General retirement planning	1,031
Business exit / sale strategy	979
Annuities	889
Self-Employed	753
Cash flow / budgeting	605
Charitable giving & philanthropy	592
Approaching retirement	512
HENRY (High Earners, Not Rich Yet)	473
Business succession planning	469
Concentrated stock management	461
Passive / index investing	332
Real estate investing	239
Established Professionals	216
Income planning	205
General estate planning guidance	191
Financial Professional	176
General tax planning	169
Business ownership considerations	168
Long-term care insurance	147
Mid-Career Professionals	134
Social Security optimization	117
Retirement withdrawal strategies	97
Debt management	91
Equity compensation tax strategy	90
Tax strategies for small businesses	89
Women Professionals	70
Retired	69
Factor investing / smart beta	53
Family Business	52
Divorce financial planning	48
Stock option exercise strategy	46
Roth conversion strategy	42
Dentist	37
Educators, Teachers, and Academics	33
Life insurance needs analysis	30
Charitable giving tax strategies	29
Military & Veterans	28
Values-based investing	26
Multi-generational wealth transfer	24
Business sale tax planning	22
Doctor or Medical Professional	22
Medicare planning	21
Divorced	20
Religious/faith focused	19
Attorney	17
Elder care planning	17
Young Professionals	16
Business Financial Management	15
Professional Athlete	15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Dual Income Family	12
Young Families	12
Equity Recipients (RS/RSU, SOP, ESPP)	11
Government Employee	11
Sandwich Generation	11
Parents	9
Airline Pilot	7
Christian Faith Based	7
Married/Couples/Partners	7
Real Estate Professional	3

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