Fee-Only Financial Advisors in District of Columbia (2026)

21 fee-only investment advisers in District of Columbia serve individuals, across 1 city. 13 offer hourly or flat-fee arrangements and 8 are registered with the SEC; the rest are registered with the District securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

Washington 21

Fee-only advisers in District of Columbia serving the most individuals

Marshfield Associates Washington · 3,946 individual clients
F/m Investments LLC Washington · 999 individual clients
Geometric Wealth Advisors, LLC Washington · 256 individual clients
Lynx Investment Advisory, LLC Washington · 214 individual clients
Valor Wealth Partners Washington · 156 individual clients
Vivuto, LLC Washington · 111 individual clients
Sullivan Wood Capital Management, LLC Washington · 79 individual clients
Holistic Planners Washington · 64 individual clients
Bryspen, Incorporated Washington · 58 individual clients
Watson Capital Management, Inc. Washington · 44 individual clients

Looking for an adviser in District of Columbia?

Tell us what you need. We will suggest up to three fee-only firms that fit, and with your permission introduce you. Free, no obligation.

Name

Phone (optional)

ZIP code

Investable assets

Preferred way to pay

What do you want help with? RSUs, ESPP or stock options Retirement planning Tax planning Investment management A one-off financial plan

How to choose between them

Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.