Fee-OnlyFinder

Advisers in Washington, DC

25 advisers in Washington — 25 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (6)Flat / fixed fees (11)Retirement plan consulting (4)

All advisers

Advocate Wealth, LLC1717 K Street N.w., Suite 900 · Washington, DC 20006 · (202) 802-1925 · Financial planningCRD 330165 · % of assets, Fixed fees · $25.4 million AUMState registeredNo commissions reportedAption Advisors LLC1100 15th St Nw · Washington, DC 20005 · (617) 412-5604 · % of assets managedCRD 333568 · % of assetsState registeredNo commissions reportedBlue Like an Orange Sustainable Capital1011 17 Street Nw, Suite 1010 · Washington, DC 20036 · (202) 437-5214 · Flat / fixed feesCRD 291948 · % of assets, Fixed fees · $426.5 million AUMSEC registeredNo commissions reportedBryspen, Incorporated1717 Pennsylvania Avenue, Nw, Suite 1025 · Washington, DC 20006 · (404) 545-8000 · Financial planningCRD 109004 · % of assets, Hourly charges, Fixed fees · $329.3 million AUMSEC registeredNo commissions reportedBurkholder & Associates, LLC1250 Connecticut Ave Nw, 7th Floor · Washington, DC 20036 · (301) 778-9970 · Financial planningCRD 313338 · % of assets, Hourly charges, Fixed fees · $287.4 million AUMSEC registeredNo commissions reportedCalvert Research and Management2050 M Street Nw, Suite 200 · Washington, DC 20036 · (800) 368-2745 · % of assets managedCRD 285127 · % of assets · $40.3 billion AUMSEC registeredNo commissions reportedCapital Area Planning Group1255 Union Street Ne, 7th Floor · Washington, DC 20002 · (202) 916-5624 · Financial planningCRD 333056 · % of assets, Fixed fees · $64.8 million AUMState registeredNo commissions reportedF/m Investments LLC900 19th St Nw, Suite 203 · Washington, DC 20006 · (202) 839-4910 · Flat / fixed feesCRD 304405 · % of assets, Fixed fees · $17.7 billion AUMSEC registeredNo commissions reportedFolger Nolan Fleming Douglas Capital Management, INC.725 15th Street N.w. · Washington, DC 20005 · (202) 626-5220 · % of assets managedCRD 140444 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedFolger Nolan Fleming Douglas Incorporated725 15th Street Nw · Washington, DC 20005 · (202) 626-5300 · % of assets managedCRD 319 · % of assets · $797.4 million AUMSEC registeredNo commissions reported
Fundrise Advisors, LLC11 Dupont Circle Nw, 9th Floor · Washington, DC 20036 · (202) 584-0550 · % of assets managedCRD 172036 · % of assets, Other · $3.5 billion AUMSEC registeredNo commissions reportedGraham Capital Wealth Management, LLC1120 Connecticut Ave. Nw, Suite 1021 · Washington, DC 20036 · (202) 780-7726 · Financial planningCRD 281772 · % of assets · $251.2 million AUMSEC registeredNo commissions reportedHolistic Planners1901 Pennsylvania Avenue Nw, Suite 900, Pmb 202 · Washington, DC 20006 · (240) 508-2169 · Financial planningCRD 170933 · % of assets, Hourly charges, Fixed fees · $15.8 million AUMState registeredNo commissions reportedLynx Investment Advisory, LLC1100 Connecticut Avenue, Nw, Suite 300 · Washington, DC 20036 · (202) 833-3700 · Financial planningCRD 111814 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedMarshfield Associates1330 Connecticut Ave Nw, Suite 400 · Washington, DC 20036 · (202) 828-6200 · % of assets managedCRD 150614 · % of assets, Performance-based fees · $8.1 billion AUMSEC registeredNo commissions reportedMissionsquare Retirement777 North Capitol Street Ne, Suite 600 · Washington, DC 20002 · (202) 962-4600 · % of assets managedCRD 108783 · % of assets · $6.3 billion AUMSEC registeredNo commissions reportedMissionsquare Wealth Management777 North Capitol Street, Ne · Washington, DC 20002 · (800) 669-7444 · Financial planningCRD 23189 · % of assetsSEC registeredNo commissions reportedR. Hilles Graham725 Fifteenth Street, N.w., Suite 604 · Washington, DC 20005 · (202) 347-0032 · Flat / fixed feesCRD 116815 · % of assets, Fixed fees · $19.7 million AUMState registeredNo commissions reportedSelect Investment Solutions, LLC1100 Connecticut Avenue, Nw, Suite 300 · Washington, DC 20036 · (202) 833-3700 · % of assets managedCRD 318820 · % of assets, Performance-based fees · $37.1 million AUMSEC registeredNo commissions reportedShb Advisors1050 30th St Nw · Washington, DC 20007 · (202) 719-1726 · % of assets managedCRD 170529 · % of assets, Performance-based fees · $21.9 million AUMState registeredNo commissions reportedSullivan Wood Capital Management, LLC1100 H St Nw, Suite 910 · Washington, DC 20005 · (202) 775-8484 · Hourly feesCRD 124146 · % of assets, Hourly charges · $87.7 million AUMState registeredNo commissions reportedTyndale Investments, LLC1750 K Street, Nw, Suite 1200 · Washington, DC 20006 · (202) 255-9018 · Financial planningCRD 163581 · % of assets, Hourly charges, Fixed fees · $46.0 million AUMState registeredNo commissions reportedValor Wealth Partners1200 G St Nw, Suite 800 · Washington, DC 20005 · (617) 648-2700 · Financial planningCRD 315179 · % of assets, Hourly charges, Fixed fees · $63.5 million AUMState registeredNo commissions reportedVivuto, LLC1050 Connecticut Avenue Nw, Suite 500 · Washington, DC 20036 · (202) 909-0874 · % of assets managedCRD 300385 · % of assets · $8.1 million AUMState registeredNo commissions reportedWashington Growth Strategies LLC1200 G Street Nw, 8th Floor · Washington, DC 20005 · (202) 740-0217 · % of assets managedCRD 171774 · % of assets, Performance-based fees · $247.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Washington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.