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Financial planning in Alexandria, VA

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

All 17

8th Street Investments, LLC1800 Diagonal Road, Suite 600 · Alexandria, VA 22314 · (703) 519-0962 · Financial planningCRD 148727 · % of assets, Hourly charges, Fixed fees · $166.9 million AUMSEC registeredNo commissions reportedAmerican Executive Advisors, LLC3931 San Leandro Place · Alexandria, VA 22309 · (202) 769-1202 · Financial planningCRD 306477 · % of assets, Hourly charges, Fixed fees · $8.6 million AUMState registeredNo commissions reportedArkagos Advisors & Asset Management, INC.218 N Lee St, Ste 316 · Alexandria, VA 22314 · (703) 535-5921 · Financial planningCRD 315366 · % of assets, Fixed fees · $64.5 million AUMState registeredNo commissions reportedCraftwork Capital LLC201 N. Union St, Suite 110 · Alexandria, VA 22314 · (703) 596-5575 · Financial planningCRD 311626 · % of assets, Hourly charges, Fixed fees · $102.1 million AUMState registeredNo commissions reportedIconic Wealth Management217 N Royal St · Alexandria, VA 22314 · (703) 891-9518 · Financial planningCRD 287846 · % of assets, Fixed fees · $18.6 million AUMState registeredNo commissions reportedKatz Family Financial Advisors, LLC3307 Duke Street · Alexandria, VA 22314 · (301) 961-6030 · Financial planningCRD 133600 · % of assets · $110.9 million AUMState registeredNo commissions reportedLasting Legacy Wealth Management, LLC228 South Washington St, Unit B10 · Alexandria, VA 22314 · (703) 842-4333 · Financial planningCRD 328107 · % of assets, Hourly charges, Fixed fees · $59.3 million AUMState registeredNo commissions reportedMassie Financial Planning INC.277 South Washington Street, Suite 210 · Alexandria, VA 22314 · (571) 895-2969 · Financial planningCRD 324095 · % of assets, Fixed fees · $66.0 million AUMState registeredNo commissions reportedMcLaughlin Ryder Investments, INC.1421 Prince Street, Suite 200 · Alexandria, VA 22314 · (703) 684-9222 · Financial planningCRD 147529 · % of assets, Hourly charges, Fixed fees · $522.1 million AUMSEC registeredNo commissions reportedMonument Wealth Management1940 Duke Street, Suite 6100 · Alexandria, VA 22314 · (703) 504-9600 · Financial planningCRD 159882 · % of assets, Fixed fees · $648.4 million AUMSEC registeredNo commissions reported
Piedmont Wealth Management100 S. Fairfax Street · Alexandria, VA 22314 · (703) 518-8361 · Financial planningCRD 340285 · % of assets, Hourly charges, Fixed fees · $156.1 million AUMSEC registeredNo commissions reportedPortfolio Advisory Group, INC.5425 Duke Street · Alexandria, VA 22304 · (703) 461-9193 · Financial planningCRD 116011 · % of assets, Hourly charges · $115.8 million AUMSEC registeredNo commissions reportedRenew Wealth Management LLC277 South Washington Street, Suite 210 · Alexandria, VA 22314 · (703) 737-2220 · Financial planningCRD 329069 · % of assets, Hourly charges, Fixed fees · $57.0 million AUMState registeredNo commissions reportedStock Plan Advisory Group LLC429 North Saint Asaph St · Alexandria, VA 22314 · (202) 680-3393 · Financial planningCRD 314680 · % of assets, Fixed fees, Other · $19.4 million AUMState registeredNo commissions reportedTesfaye O'Neill Financial6350 Walker Lane, Suite 530 · Alexandria, VA 22310 · (703) 705-2011 · Financial planningCRD 322859 · % of assetsState registeredNo commissions reportedWesling Financial Planning Services Corp.6621 Wakefield Dr, Suite 113 · Alexandria, VA 22307 · (703) 768-7679 · Financial planningCRD 141424 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedWestbourne Investments, INC.2121 Eisenhower Avenue, Suite 605 · Alexandria, VA 22314 · (703) 294-6880 · Financial planningCRD 37499 · % of assets, Fixed fees · $276.4 million AUMSEC registeredNo commissions reported