Q: What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

Q: When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

Q: What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

Q: When can money be withdrawn from a Roth IRA?

Money can be withdrawn anytime from a Roth IRA account for any reason without penalties and taxes as long as they are the contributions, which are after-tax dollars, so taxes have already been paid. However, earnings (profit) made from the account, have different rules that apply when withdrawing. Withdrawing from earnings on a Roth IRA account, before the account holder is 59 1 &frasl; 2 and/or if the account is less than 5 years old, may accrue a 10% penalty and federal taxes.

Q: How does my financial advisor get paid?

There are broadly three different types of advisors. Commission-only If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments. Fee-only Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them. Fee-based (Commissions and fees) These advisors charge a combination of both commissions and fees.

Q: Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

Home > Financial Advisor Directory > virginia

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Bryan Beatty

Egan, Berger and Weiner, LLC

Accredited Investment Fiduciary® (AIF), CFP®

Bryan Beatty, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bryan holds a Accredited Investment Fiduciary® (AIF), CFP® certification. Bryan has over 31 years of experience.

Vienna, VA

Telephone Advisor

Telephone: 703-506-0843

Visit Advisor Website

www.ebwllc.com

View Research Report

Additional Information:

Years of Experience:
31 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $0

Name(s) of Custodian(s):
Pershing

Daniel R. Hill

Hill Wealth Strategies

CFP^®, AIF^®

Daniel R. Hill, a financial fiduciary, provides financial services to clients in the Richmond, Virginia area. Daniel holds a CFP^®, AIF^® certification. Daniel has over 25 years of experience.

Richmond, VA

Telephone Advisor

Telephone: 757-603-0323

Visit Advisor Website

https://hillwealthstrategies.com/

View Research Report

Additional Information:

Years of Experience:
25 Years

Fee Structure

Fee-Only
Hourly
Flat Fee
Based on Assets

Asset Requirement: $100,000

Name(s) of Custodian(s):
Charles Schwab

Emily Robbins

Virginia Asset Group

CRPS^®

Emily Robbins, a financial fiduciary, provides financial services to clients in the Virginia Beach, Virginia area. Emily holds a CRPS^® certification. Emily has over 17 years of experience.

Virginia Beach, VA

Telephone Advisor

Telephone: 757-747-2556

Visit Advisor Website

www.virginiaassetgroup.com

View Research Report

Additional Information:

Years of Experience:
17 Years

Fee Structure

Fee-Based
Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Joseph Myer

Courser Capital Management, LLC

CFP^®

Joseph Myer, a financial fiduciary, provides financial services to clients in the Ashburn, Virginia area. Joseph holds a CFP^® certification. Joseph has over 24 years of experience.

Ashburn, VA

Telephone Advisor

Telephone: 571-351-2291

Visit Advisor Website

www.CourserCapital.com

View Research Report

Additional Information:

Years of Experience:
24 Years

Fee Structure

Fee-Based
Flat Fee
Based on Assets

Asset Requirement: $1,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
Wealth Management
Money Management
Risk Management

Name(s) of Custodian(s):
LPL Financial

Nicholas Arcand

Blackbridge Financial

Nicholas Arcand, a financial fiduciary, provides financial services to clients in the Chesapeake, Virginia area. Nicholas has over 4 years of experience.

Chesapeake, VA

Telephone Advisor

Telephone: 757-382-4136

Visit Advisor Website

https://www.blackbridgefinancial.com

View Research Report

Additional Information:

Years of Experience:
4 Years

Fee Structure

Fee-Based

Asset Requirement: $100,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Risk Management

Roshan Loungani

Arete Wealth Management, LLC

CFP^®, CRPC^®

Roshan Loungani, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Roshan holds a CFP^®, CRPC^® certification. Roshan has over 22 years of experience.

Vienna, VA

Telephone Advisor

Telephone: 202-536-4468

Visit Advisor Website

https://www.aretewealth.com/member/roshan-loungani-cfp/

View Research Report

Additional Information:

Years of Experience:
22 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Financial Planning for Individuals

Chris Passarelli

Bull Run Investment Management

Chris Passarelli, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Chris has over 10 years of experience.

McLean, VA

Telephone Advisor

Telephone: 703-344-6844

Visit Advisor Website

https://www.bullrunim.com/

View Research Report

Additional Information:

Years of Experience:
10 Years

Fee Structure

Fee-Only
Flat Fee

Asset Requirement: $0

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
Wealth Management
Money Management
Risk Management

Name(s) of Custodian(s):
Charles Schwab

Michael T. Jobe

Glover Park Wealth Management, LLC

Michael T. Jobe, a financial fiduciary, provides financial services to clients in the Arlington, Virginia area. Michael has over 13 years of experience.

Arlington, VA

Telephone Advisor

Telephone: 202-926-3725

Visit Advisor Website

www.gloverparkwealth.com

View Research Report

Additional Information:

Years of Experience:
13 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $25,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab & Co., Inc.

Darren Colananni

Centurion Wealth Management

CFP^®, CPWA^®, CIMA^®, ChFC^®

Darren Colananni, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Darren holds a CFP^®, CPWA^®, CIMA^®, ChFC^® certification. Darren has over 12 years of experience.

McLean, VA

Telephone Advisor

Telephone: 571-765-2301

Visit Advisor Website

https://centurionwealth.com/

View Research Report

Additional Information:

Years of Experience:
12 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $1,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)

Jeffrey Lippman

Capitol Financial Consultants, Inc.

CFP^®, ChFC^®

Jeffrey Lippman, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Jeffrey holds a CFP^®, ChFC^® certification. Jeffrey has over 23 years of experience.

McLean, VA

Telephone Advisor

Telephone: 703-821-2000

Visit Advisor Website

www.capfin.net

View Research Report

Additional Information:

Years of Experience:
23 Years

Fee Structure

Fee-Based

Asset Requirement: $500,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab

Bob Howard

Prudential

Bob Howard, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bob has over years of experience.

Vienna, VA

Telephone Advisor

Telephone: 703-245-5027

Visit Advisor Website

https://integratedwealthadvisors.com/

View Research Report

BRB Wealth

BRB Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Harrisonburg, Virginia area.

Harrisonburg, VA

Telephone Advisor

Telephone: 540-746-1376

Visit Advisor Website

https://www.mybrb.bank/services/investments/BRB-Wealth.html

View Research Report

Additional Information:

Years of Experience:
13 Years

Fee Structure

Fee-Based
Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Retirement Planning
401K Rollovers
Wealth Management
Risk Management
Education Funding and Planning

Name(s) of Custodian(s):
LPL Financial

Michael Miles

Variplan, LLC

CFP^®

Michael Miles, a financial fiduciary, provides financial services to clients in the Sterling, Virginia area. Michael holds a CFP^® certification. Michael has over 27 years of experience.

Sterling, VA

Telephone Advisor

Telephone: 800-923-7616

Visit Advisor Website

https://www.variplan.com/

View Research Report

Additional Information:

Years of Experience:
27 Years

Fee Structure

Fee-Only
Hourly
Flat Fee

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Schwab

Edelman Financial Engines, LLC

Aaron Kirkland, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Henrico, Virginia area.

Henrico, VA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Frank Barkanic, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Ashburn, Virginia area.

Ashburn, VA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Vienna, Virginia area.

Vienna, VA

Telephone Advisor

Telephone: 703-288-0500

Visit Advisor Website

https://savantwealth.com/

View Research Report

Additional Information:

Years of Experience:
35 Years

Fee Structure

Fee-Only
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity

Edelman Financial Engines, LLC

Scott Morrello, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Alexandria, Virginia area.

Alexandria, VA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Frequently Asked Questions

What does a financial advisor do?

When should I hire a financial advisor?

What are the different types of financial advisors? How do I choose one?

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Not sure which advisoris right for you?

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