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Financial planning in Arlington, VA

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

All 16

Cope Connelly1700 N. Moore St., Suite 1130 · Arlington, VA 22209 · (888) 336-8402 · Financial planningCRD 311665 · % of assets, Fixed fees · $151.1 million AUMSEC registeredNo commissions reportedCoretegic Capital, LLC2720 S Arlington Mill Dr Unit 105 · Arlington, VA 22206 · (703) 261-9449 · Financial planningCRD 291343 · % of assets, Hourly charges, Fixed fees · $16.1 million AUMState registeredNo commissions reportedDoxa Capital, LLC1201 Wilson Blvd · Arlington, VA 22209 · (703) 638-8838 · Financial planningCRD 174851 · % of assets · $71.0 million AUMState registeredNo commissions reportedEmerald Investments, INC.1655 Fort Myer Drive, Office 759 · Arlington, VA 22209 · (216) 704-5283 · Financial planningCRD 120750 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reportedEvermay Wealth Management, LLC3901 Fairfax Drive, Suite 400 · Arlington, VA 22203 · (703) 822-5696 · Financial planningCRD 149230 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedGlover Park Wealth Management, LLC4201 Wilson Boulevard, 3rd Floor, Suite 27 · Arlington, VA 22203 · (202) 926-3636 · Financial planningCRD 309793 · % of assets, Hourly charges, Fixed fees · $144.3 million AUMSEC registeredNo commissions reportedJade & Cowry LLC1100 North Glebe Road Suite 1010 · Arlington, VA 22201 · (703) 594-1706 · Financial planningCRD 154129 · % of assets, Hourly charges, Fixed fees · $65.1 million AUMState registeredNo commissions reportedMountain View Wealth Management LLC2611 S Clark St., Suite 664 · Arlington, VA 22202 · (540) 219-8462 · Financial planningCRD 287865 · % of assets · $54.2 million AUMState registeredNo commissions reportedMunoz Group2111 Wilson Blvd., Suite 850 · Arlington, VA 22201 · (703) 516-4110 · Financial planningCRD 164381 · Hourly charges, Fixed feesState registeredNo commissions reportedNhabla2300 Wilson Blvd., Suite 700 #1076 · Arlington, VA 22201 · (202) 599-3614 · Financial planningCRD 313311 · % of assets · $33.3 million AUMState registeredNo commissions reported
Omega Wealth Management LLC4501 N Fairfax Drive, Suite 602 · Arlington, VA 22203 · (703) 387-0919 · Financial planningCRD 132580 · % of assets, Hourly charges, Fixed fees · $309.7 million AUMSEC registeredNo commissions reportedOpulen Financial Group, LLC3101 Wilson Blvd, Suite 500 · Arlington, VA 22201 · (571) 299-2053 · Financial planningCRD 173963 · % of assets, Hourly charges, Fixed fees · $171.8 million AUMSEC registeredNo commissions reportedPlandeavor1530 Wilson Blvd Ste 650 · Arlington, VA 22209 · (202) 599-2331 · Financial planningCRD 331046 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedSands Capital Horizons, LLC1000 Wilson Blvd., Suite 3000 · Arlington, VA 22209 · (703) 562-4000 · Financial planningCRD 335568 · % of assets, Fixed fees, Performance-based fees · $466.9 million AUMSEC registeredNo commissions reportedTitanrex1205 N. Garfield Street, Suite 609 · Arlington, VA 22201 · (202) 455-9155 · Financial planningCRD 324598 · % of assets, Hourly charges, Fixed fees · $606,864 AUMState registeredNo commissions reportedU.S. Advisors, INC.3101 Wilson Blvd, Suite 500 · Arlington, VA 22201 · (540) 885-1011 · Financial planningCRD 117401 · % of assets, Hourly charges · $70.0 million AUMState registeredNo commissions reported