Reston Wealth Management logo

Reston Wealth Management

Updated today

Client assets under management

$568,735,679

Clients

480

36% high-net-worth

Advisors

4

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

120

Very High

Average account size

$1,184,866

About

Reston Wealth Management is a fee-based registered investment adviser that provides account management, third‑party money manager selection, and comprehensive wealth planning to individuals and families, as well as to foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages roughly $590 million for about 480 clients and offers both discretionary and non‑discretionary portfolio services along with coordinated planning and implementation support.

The firm emphasizes a tailored, long‑term investment approach that favors globally diversified allocations, low‑cost ETFs and mutual funds, tax‑aware decisions, and periodic rebalancing, using fundamental analysis and institutional research inputs. Reston Wealth may recommend and monitor third‑party money managers for portions of client accounts and follows detailed processes for discovery, plan development, implementation, and ongoing review; it generally requires a sizable minimum for managed accounts but may waive that requirement in some cases.

Noteworthy disclosures in the brochure include that certain advisory representatives are licensed insurance agents who, in their individual capacity, may recommend insurance products and receive commissions, and that the firm receives fee‑sharing compensation when engaging some third‑party managers — conflicts the firm says it discloses and manages. The firm also treats 529 college savings plans differently from its managed accounts by charging a separate annual administrative fee rather than a standard management fee, and it describes relationships with major custodians that provide institutional services and indirect economic benefits to the firm.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management

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Fee options

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.10% annually $2,000,001 - $5,000,000: 0.95% annually $5,000,001+: 0.80% annually

Commissions

Certain Investment Advisor Representatives are licensed insurance agents and receive commissions from insurance product sales.

Other

Account minimum: $1,000,000 Fee-only: Wealth planning fixed fee up to $20,000 annually, billed quarterly; 529 plan administration fees: $25 for balances below $5,000, $50 for $5,000-$10,000, $100 for over $10,000, max $250 per family, billed annually in arrears by check.

Main office location

Reston Wealth Management

1984 Isaac Newton Square West, Suite 107

Reston VA 20190-5039, United States

Number of offices

1

Most active in

California · District of Columbia · Florida · Georgia · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Robert T

CFP®, ChFC®, Series 63, Series 65

Reston, VA

Reston Wealth Management

Robert Tucker is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at LPL Financial from 1996 to 2017 before joining Reston Wealth Management in 2009. Outside of advisory work, he has an ownership interest in a franchise business. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various institutions. The firm offers tailored wealth planning and portfolio management with an emphasis on globally diversified allocations, tax-aware decisions, and the use of low-cost ETFs and mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
user avatar

Adam K

Series 66

Reston, VA

Reston Wealth Management

Adam Knapik is a financial advisor at Reston Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank SSB. He has been with Reston Wealth Management since 2021. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages approximately $590 million using a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
user avatar

Alexander V

CFP®, Series 66

Reston, VA

Reston Wealth Management

Alexander Voorhees is a CFP® professional with 12 years of industry experience. He has been with Reston Wealth Management since 2014 and previously worked at LPL Financial from 2014 to 2017. He holds a Series 66 license and spends a portion of his time involved in non-variable insurance activities. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm offers tailored, long-term investment strategies emphasizing diversified portfolios, low-cost funds, and coordinated wealth planning, managing approximately $590 million across about 480 clients.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
user avatar

Crystal M

Series 65, Series 66

Reston, VA

Reston Wealth Management

Crystal Matlock is a financial advisor at Reston Wealth Management with 24 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Clarendon Wealth Management, Commonwealth Financial Network, and LPL Financial before joining her current firm in 2016. Matlock is also a licensed notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm manages approximately $590 million and focuses on a tailored, long-term investment approach using globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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