Fee-OnlyFinder

Financial planning in Washington, DC

10 advisers in Washington offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 10

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 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 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 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 reportedMissionsquare Wealth Management777 North Capitol Street, Ne · Washington, DC 20002 · (800) 669-7444 · Financial planningCRD 23189 · % of assetsSEC 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 reported