Reston Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$568,735,679
Clients
480
Advisors
4
of 8 employees
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
Expertise
Fee options
$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
Certain Investment Advisor Representatives are licensed insurance agents and receive commissions from insurance product sales.
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
1984 Isaac Newton Square West, Suite 107
Reston VA 20190
Advisors at this office
4
Most active in
California · District of Columbia · Florida · Georgia · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Reston Wealth Management · Reston Wealth Management, LLC. · Tucker, Robert Eugene
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert T
CFP®, ChFC®, Series 63, Series 65
Reston, VA
Reston Wealth Management
Robert Tucker III is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Reston Wealth Management since 2009, following a 21-year tenure at LPL Financial. Outside of his advisory role, he owns a SweetFrog franchise through a business entity. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and institutional clients. The firm employs a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies, supported by fundamental analysis and institutional research.
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.
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.
Crystal M
Series 65, Series 66
Reston, VA
Reston Wealth Management
Crystal Matlock is a financial advisor at Reston Wealth Management with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Reston Wealth Management since 2016, with prior experience at LPL Financial and Ameriprise. Matlock is also a notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various organizations. The firm employs a tailored, long-term investment approach focused on globally diversified portfolios, low-cost ETFs and mutual funds, and tax-aware strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)