Ways to browse Flat-fee advisors serving Virginia

Pick a specialty to browse more Flat-fee advisors serving Virginia.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	6,056
Retired	4,282
Tax-loss harvesting	3,565
Wealth management	2,771
Executive	2,554
Retirement plans for business owners (SEP, solo 401k)	2,372
Retirement income strategy	1,415
Private / alternative investments	1,383
ESG / Sustainable investing	1,217
Options & derivatives strategies	1,164
Active portfolio management	1,132
College savings (529s, UTMA, etc.)	1,109
General retirement planning	1,041
Business exit / sale strategy	984
Annuities	886
Self-Employed	754
Charitable giving & philanthropy	590
General estate planning guidance	537
Approaching retirement	522
HENRY (High Earners, Not Rich Yet)	478
Business succession planning	468
Concentrated stock management	462
Passive / index investing	334
Cash flow / budgeting	283
Real estate investing	252
Established Professionals	221
Income planning	220
Financial Professional	205
General tax planning	180
Business ownership considerations	168
Long-term care insurance	142
Mid-Career Professionals	133
Social Security optimization	120
Tax strategies for small businesses	108
Retirement withdrawal strategies	104
Debt management	90
Equity compensation tax strategy	87
Retired	70
Women Professionals	70
Factor investing / smart beta	53
Family Business	53
Divorce financial planning	48
Stock option exercise strategy	46
Roth conversion strategy	42
Dentist	37
Educators, Teachers, and Academics	33
Military & Veterans	31
Charitable giving tax strategies	29
Life insurance needs analysis	29
Values-based investing	29
Multi-generational wealth transfer	25
Doctor or Medical Professional	23
Business sale tax planning	22
Divorced	20
Medicare planning	20
Religious/faith focused	19
Attorney	17
Elder care planning	17
Young Professionals	17
Dual Income Family	16
Business Financial Management	15
Equity Recipients (RS/RSU, SOP, ESPP)	15
Professional Athlete	15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Government Employee	12
Young Families	12
Sandwich Generation	11
Parents	9
Airline Pilot	7
Christian Faith Based	7
Married/Couples/Partners	4
Real Estate Professional	3
Student loan debt	3

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