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Financial planning in McLean, VA

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

All 25

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 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 reportedB&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 reported
Bluesail 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 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 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 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