Fee-OnlyFinder

Advisers in McLean, VA

30 advisers in McLean — 30 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (25)Hourly fees (19)Flat / fixed fees (18)% of assets managed (28)Retirement plan consulting (12)

All advisers

4j Wealth Management, LLC1355 Beverly Rd, Suite 310 · McLean, VA 22101 · (703) 566-9573 · Financial planningCRD 297268 · % of assets, Hourly charges, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedActiv8 Family Office LLC1775 Tyson's Blvd, 5th Floor, Suite 5175 · McLean, VA 22102 · (978) 870-0255 · Financial planningCRD 337753 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedActs Financial Advisors1390 Chain Bridge Rd #10147 · McLean, VA 22101 · (571) 749-5522 · Financial planningCRD 325930 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedAdvisors Financial, INC.8201 Greensboro Drive, Suite 415 · McLean, VA 22102 · (703) 883-0300 · Financial planningCRD 144837 · % of assets, Hourly charges, Fixed fees · $321.2 million AUMSEC registeredNo commissions reportedAegis Financial Corporation6862 Elm Street, Suite 830 · McLean, VA 22101 · (703) 528-7788 · % of assets managedCRD 111587 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedAlexander Randolph Advisory INC8200 Greensboro Drive, Suite 1125 · McLean, VA 22102 · (703) 734-1507 · Financial planningCRD 106024 · % of assets, Hourly charges, Fixed fees · $403.9 million AUMSEC registeredNo commissions reportedAlpha Financial Advisors, LLC8260 Greensboro Drive, Suite 125 · McLean, VA 22102 · (703) 442-7686 · Financial planningCRD 116291 · % of assets, Hourly charges, Fixed fees · $218.3 million AUMSEC registeredNo commissions reportedAndersen1861 International Drive, Suite 501 · McLean, VA 22102 · (571) 382-0020 · Financial planningCRD 124205 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reportedArgo Wealth Advisory, LLC1765 Greensboro Station Place, Suite 900 · McLean, VA 22102 · (703) 914-3830 · Financial planningCRD 334041 · % of assets, Fixed fees · $256.2 million AUMSEC registeredNo commissions reportedAztlan Equity Management, LLC1751 Pinnacle Drive, Suite 600 · McLean, VA 22102 · % of assets managedCRD 286360 · % of assets, Performance-based fees · $851.1 million AUMSEC registeredNo commissions reported
B&l Wealth Group, LLC1765 Greensboro Station Pl., Tower 1, Ste. 900 · McLean, VA 22102 · (703) 381-2991 · Financial planningCRD 332083 · % of assets, Fixed fees, Performance-based fees · $25.6 million AUMState registeredNo commissions reportedBenjamins Money7918 Jones Branch Dr., 4th Floor · McLean, VA 22102 · (240) 395-4455 · Financial planningCRD 328273 · % of assets, Other · $9.1 million AUMSEC registeredNo commissions reportedBluesail Advisors LLC1750 Tysons Boulevard, Suite 1500 · McLean, VA 22102 · (703) 373-1170 · Financial planningCRD 144579 · % of assets, Hourly charges, Fixed fees · $28.9 million AUMState registeredNo commissions reportedBogart Wealth, LLC2010 Corporate Ridge, Suite 900 · McLean, VA 22102 · (703) 570-8651 · Financial planningCRD 283886 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedBrown | Miller Wealth Management, LLC8280 Greensboro Drive, Suite 220 · McLean, VA 22102 · (703) 972-1950 · Financial planningCRD 305742 · % of assets, Hourly charges, Fixed fees · $991.1 million AUMSEC registeredNo commissions reportedBull Run Investment Management LLC6731 Whittier Avenue, Suite #200 · McLean, VA 22101 · (703) 344-6844 · Financial planningCRD 306763 · % of assets · $56.2 million AUMState registeredNo commissions reportedCapitol Wealth Management, INC.7900 Westpark Dr., Suite T-420 · McLean, VA 22102 · (703) 891-4070 · Financial planningCRD 114994 · % of assets, Hourly charges · $111.9 million AUMSEC registeredNo commissions reportedCassaday & Company, INC.8180 Greensboro Drive, Suite 1180 · McLean, VA 22102 · (703) 506-8200 · Financial planningCRD 317672 · % of assets, Hourly charges, Other · $7.1 billion AUMSEC registeredNo commissions reportedCenturion Wealth Management7901 Jones Branch Drive, Suite 230 · McLean, VA 22102 · (571) 765-1890 · Financial planningCRD 317929 · % of assets, Hourly charges, Performance-based fees · $786.2 million AUMSEC registeredNo commissions reportedChesapeake Investment Management LLC1501 Farm Credit Dr., Suite 2450 · McLean, VA 22102 · (202) 821-1530 · Flat / fixed feesCRD 119010 · % of assets, Fixed fees · $205.0 million AUMSEC registeredNo commissions reportedFlorin Group, LLC1765 Greensboro Station Place, Tower 1, Suite 900 · McLean, VA 22102 · (703) 520-2777 · Financial planningCRD 168196 · % of assets, Hourly charges, Fixed fees · $79.0 million AUMState registeredNo commissions reportedKeystone Asset Management, INC.1430 Spring Hill Rd, Ste 425 · McLean, VA 22102 · (703) 734-3400 · Financial planningCRD 130101 · % of assets, Hourly charges, Fixed fees · $261.0 million AUMSEC registeredNo commissions reportedOlio Financial Planning1751 Pinnacle Drive, Suite 600 · McLean, VA 22102 · (703) 459-9299 · Financial planningCRD 282355 · Hourly charges, Fixed fees · $600.5 million AUMSEC registeredNo commissions reportedPointoak Retirement Advisors1751 Pinnacle Dr, Ste 600 · McLean, VA 22102 · (703) 595-4444 · Flat / fixed feesCRD 314866 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedRange Advisory, LLC8270 Greensboro Drive, Suite 910 · McLean, VA 22102 · (703) 261-4126 · Financial planningCRD 321969 · Other · $1.4 billion AUMSEC registeredNo commissions reportedSagevest Wealth Management1320 Old Chain Bridge Road, Suite 250 · McLean, VA 22101 · (703) 992-7650 · Financial planningCRD 143562 · % of assets, Hourly charges · $423.2 million AUMSEC registeredNo commissions reportedSanchez & Zures, LLC1750 Tysons Boulevard, Suite 1500 · McLean, VA 22102 · (703) 349-0330 · Financial planningCRD 139898 · % of assets, Hourly charges · $241.9 million AUMSEC registeredNo commissions reportedSpire Wealth Management, LLC7901 Jones Branch Dr., Suite 800 · McLean, VA 22102 · (703) 657-6060 · Financial planningCRD 113908 · % of assets, Hourly charges, Subscription fees · $4.5 billion AUMSEC registeredNo commissions reportedVincent C. Lucas, C.P.A., P.C.8201 Greensboro Drive, Suite 613 · McLean, VA 22102 · (703) 893-9320 · % of assets managedCRD 116080 · % of assets · $2.1 million AUMState registeredNo commissions reportedWest Financial Services, INC.2010 Corporate Ridge Road, Ste 530 · McLean, VA 22102 · (703) 847-2500 · Financial planningCRD 137497 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reported
Talking to advisers in McLean? 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.