Fee-OnlyFinder

Advisers in Ashburn, VA

8 advisers in Ashburn — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (5)

All advisers

Abich Financial Wealth Management, LLC20135 Lakeview Center Plaza, #110 · Ashburn, VA 20147 · (571) 577-9968 · Financial planningCRD 310633 · % of assets, Fixed fees · $394.7 million AUMSEC registeredNo commissions reportedAllridge Wealth Management, INC20130 Lakeview Center Plaza, 400 · Ashburn, VA 20147 · (703) 840-5500 · Hourly feesCRD 117249 · % of assets, Hourly charges · $103.3 million AUMSEC registeredNo commissions reportedArbor Private Wealth, LLC44679 Endicott Drive, Suite 300 · Ashburn, VA 20147 · (703) 559-7975 · Financial planningCRD 315812 · % of assets, Fixed fees · $160.1 million AUMSEC registeredNo commissions reportedCapital Fiduciary Advisors20130 Lakeview Center Plaza, Suite 400 · Ashburn, VA 20147 · (703) 568-2071 · Financial planningCRD 312704 · % of assets, Hourly charges, Fixed fees · $72.0 million AUMState registeredNo commissions reportedDifferent Investments, LLC44679 Endicott Dr, Suite 301 · Ashburn, VA 20147 · (877) 934-3337 · Financial planningCRD 301962 · % of assets, Hourly charges, Fixed fees · $14.3 million AUMState registeredNo commissions reportedHoulihan Financial Resource Group, LTD.20405 Exchange Street, Suite 371 · Ashburn, VA 20147 · (703) 796-0800 · Financial planningCRD 116670 · % of assets, Hourly charges · $357.2 million AUMSEC registeredNo commissions reportedStonebrook Investment, LLC20937 Ashburn Road, Suite 200 · Ashburn, VA 20147 · (703) 587-8683 · % of assets managedCRD 168359 · % of assets · $38.1 million AUMState registeredNo commissions reportedThe Lewis Financial Group20755 Williamsport Place, Suite 140 · Ashburn, VA 20147 · (703) 288-1272 · Financial planningCRD 315692 · % of assets, Hourly charges, Fixed fees · $482.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Ashburn? 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.