Fee-only adviser · Reston, VA
Piedmont Wealth Advisory
Piedmont Wealth Advisory is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Reston, Virginia. On its latest Form ADV, filed September 2, 2026, it reports $354M in regulatory assets under management, 215 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 333693 · SEC file 801-131508 |
| Office | 12030 Sunrise Valley Drive Suite 325 Reston, VA 20191 |
| Phone | (571) 313-5125 |
| Website | www.piedmontwealthadvisory.com |
| Regulatory assets under management | $354M |
| Individual clients | 112 non-high-net-worth, 103 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Reston
- Acorn Financial Advisory Services, Inc. $1.4B
- The Burney Company $3.6B
- Investology Inc. $250M
- Kaplan Wealth Management, Inc. $89M
- Hopwood Financial Services, Inc. $750M
- Independent Financial Planning $46M
See all 16 fee-only advisers in Reston →
Nearby
- Herndon 3 firms
- Tysons Corner 1 firm
- Vienna 15 firms
- Great Falls 2 firms
- McLean 26 firms
- Sterling 2 firms
- Tysons 2 firms
- Chantilly 2 firms
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