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Financial advisors · District of Columbia

Fee-only financial advisors in Washington, DC

From SEC and state Form ADV filingsUpdated 2026-11-07

21 fee-only investment advisers have offices in Washington, District of Columbia, according to their Form ADV filings with the SEC and state regulators. 13 offer hourly or flat-fee arrangements, 8 charge only a percentage of the assets they manage, and 11 provide financial planning. 8 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 21 of 21

Lynx Investment Advisory, LLC

1100 Connecticut Avenue, NW Suite 300, Washington, DC 20036 · (202) 833-3700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
214
Advisory staff
10
Registered with
SEC

Profile · Website · SEC record

Valor Wealth Partners

1200 G ST NW Suite 800, Washington, DC 20005 · (617) 648-2700

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$63M
Individual clients
156
Advisory staff
2
Registered with
DC, FL, MA +

Profile · Website · SEC record

Holistic Planners

1901 Pennsylvania Avenue NW Suite 900, PMB 202, Washington, DC 20006 · (240) 508-2169

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$16M
Individual clients
64
Advisory staff
2
Registered with
DC, MD

Profile · Website · SEC record

Bryspen, Incorporated

1717 Pennsylvania Avenue, NW Suite 1025, Washington, DC 20006 · (404) 545-8000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$329M
Individual clients
58
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Tyndale Investments, LLC

1750 K Street, NW Suite 1200, Washington, DC 20006 · (202) 255-9018

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$46M
Individual clients
30
Advisory staff
1
Registered with
DC, VA

Profile · SEC record

Moneybylisa LLC

Washington, DC (office address not published) · (267) 205-0327

  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
26
Advisory staff
1
Registered with
DC, MD, VA

Profile · Website · SEC record

Advocate Wealth, LLC

1717 K Street N.w. Suite 900, Washington, DC 20006 · (202) 802-1925

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$25M
Individual clients
22
Advisory staff
1
Registered with
DC, VA

Profile · Website · SEC record

Marshfield Associates

1330 Connecticut Ave NW Suite 400, Washington, DC 20036 · (202) 828-6200

  • Percentage of assets
Assets managed
$8.1B
Individual clients
3,946
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

F/m Investments LLC

900 19th ST NW Suite 203, Washington, DC 20006 · (202) 839-4910

  • Percentage of assets
  • Fixed fee
Assets managed
$17.7B
Individual clients
999
Advisory staff
46
Registered with
SEC

Profile · Website · SEC record

Vivuto, LLC

1050 Connecticut Avenue NW Suite 500, Washington, DC 20036 · (202) 909-0874

  • Percentage of assets
Assets managed
$8.1M
Individual clients
111
Advisory staff
1
Registered with
DC, MD, NV +

Profile · Website · SEC record

R. Hilles Graham

725 Fifteenth Street, N.w. Suite 604, Washington, DC 20005 · (202) 347-0032

  • Percentage of assets
  • Fixed fee
Assets managed
$20M
Individual clients
4
Advisory staff
1
Registered with
DC

Profile · SEC record

SHB Advisors

1050 30th ST NW, Washington, DC 20007 · (202) 719-1726

  • Percentage of assets
Assets managed
$22M
Individual clients
5
Advisory staff
1
Registered with
DC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Washington

Another 104 fee-only firms have offices within 30 miles.

How to choose between them

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Washington?

Form ADV records how firms charge, not what they charge. Of the 21 firms listed here, 13 offer hourly or flat fees and 19 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Washington advisers selected?

Every registered investment adviser with an office in Washington that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.