Fee-OnlyFinder

Advisers in Chantilly, VA

4 advisers in Chantilly — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (3)Retirement plan consulting (3)

All advisers

Omsai Com LLC14801 Murdock St, Suite 155 · Chantilly, VA 20151 · (571) 235-4705 · Financial planningCRD 317800 · % of assets, Hourly charges, Fixed fees · $930,000 AUMState registeredNo commissions reportedPegasus Financial Group LLC4211 Pleasant Valley Road, Suite 260 · Chantilly, VA 20151 · (703) 956-6662 · Financial planningCRD 145127 · % of assets, Hourly charges, Fixed fees · $122.3 million AUMSEC registeredNo commissions reportedRevolution Wealth, LLC5180 Parkstone Dr Suite 240 · Chantilly, VA 20151 · (703) 321-0150 · Financial planningCRD 298810 · % of assets, Fixed fees · $59.0 million AUMState registeredNo commissions reportedWellington Consulting Services INC14325 Willard Road, Suite 104 · Chantilly, VA 20151 · (877) 836-1993 · % of assets managedCRD 105837 · % of assets · $1.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Chantilly? 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.