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Financial advisors · Virginia

Fee-only financial advisors in Arlington, VA

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

26 fee-only investment advisers have offices in Arlington, Virginia, according to their Form ADV filings with the SEC and state regulators. 14 offer hourly or flat-fee arrangements, 10 charge only a percentage of the assets they manage, and 15 provide financial planning. 9 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.

Paid partly in stock? Arlington is home to large offices of Amazon. Before you meet an adviser, read our plain-English guides to Amazon, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 26 of 26

Omega Wealth Management LLC

4501 N Fairfax Drive Suite 602, Arlington, VA 22203 · (703) 387-0919

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$310M
Individual clients
121
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

U.s. Advisors, Inc.

3101 Wilson Blvd Suite 500, Arlington, VA 22201 · (540) 885-1011

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$70M
Individual clients
81
Advisory staff
1
Registered with
CA, DC, FL +

Profile · Website · SEC record

Doxa Capital, LLC

1201 Wilson Blvd, Arlington, VA 22209 · (703) 638-8838

  • Percentage of assets
  • Financial planning
Assets managed
$71M
Individual clients
75
Advisory staff
2
Registered with
CO, FL, MD +

Profile · Website · SEC record

Contrary Investment Advisors

Arlington, VA (office address not published) · (703) 560-0929

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$104M
Individual clients
72
Advisory staff
1
Registered with
DC, FL, MD +

Profile · SEC record

Jade & Cowry LLC

1100 North Glebe Road Suite 1010, Arlington, VA 22201 · (703) 594-1706

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$65M
Individual clients
50
Advisory staff
2
Registered with
CA, DC, MD +

Profile · Website · SEC record

Ridgeoak Wealth

2300 Wilson Blvd. Suite 700 #1076, Arlington, VA 22201 · (202) 599-3614

  • Percentage of assets
  • Financial planning
Assets managed
$33M
Individual clients
25
Advisory staff
2
Registered with
TX, VA

Profile · Website · SEC record

Coretegic Capital, LLC

2720 S Arlington Mill DR Unit 105, Arlington, VA 22206 · (703) 261-9449

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$16M
Individual clients
23
Advisory staff
1
Registered with
IA, VA

Profile · Website · SEC record

Emerald Investments, Inc.

1655 Fort Myer Drive Office 759, Arlington, VA 22209 · (216) 704-5283

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$5.3M
Individual clients
15
Advisory staff
1
Registered with
OH

Profile · SEC record

Plandeavor

1530 Wilson Blvd Ste 650, Arlington, VA 22209 · (202) 599-2331

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.8M
Individual clients
11
Advisory staff
2
Registered with
FL, TX, VA

Profile · Website · SEC record

Titanrex

1205 N. Garfield Street Suite 609, Arlington, VA 22201 · (202) 455-9155

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$607K
Individual clients
6
Advisory staff
1
Registered with
VA

Profile · Website · SEC record

Sands Capital Horizons, LLC

1000 Wilson Blvd. Suite 3000, Arlington, VA 22209 · (703) 562-4000

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$467M
Individual clients
Under 5
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Munoz Group

2111 Wilson Blvd. Suite 850, Arlington, VA 22201 · (703) 516-4110

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
VA

Profile · Website · SEC record

Mills Value Adviser Inc

3101 Wilson Blvd. Suite 500, Arlington, VA 22201 · (804) 640-8649

  • Percentage of assets
Assets managed
$9.0M
Individual clients
22
Advisory staff
1
Registered with
VA

Profile · SEC record

Asal Invest

1800 N Lynn Street, Ste. 705, Arlington, VA 22209 · (646) 288-3548

    Assets managed
    $270
    Individual clients
    4
    Advisory staff
    2
    Registered with
    SEC

    Profile · Website · SEC record

    Ejf Capital LP

    2107 Wilson Boulevard Suite 410, Arlington, VA 22201 · (703) 997-5728

    • Percentage of assets
    Assets managed
    $6.1B
    Individual clients
    100
    Advisory staff
    19
    Registered with
    SEC

    Profile · Website · SEC record

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

    Not sure which Arlington firm fits?

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    Fee-only advisers near Arlington

    Another 125 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 Arlington?

    Form ADV records how firms charge, not what they charge. Of the 26 firms listed here, 14 offer hourly or flat fees and 24 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 Arlington advisers selected?

    Every registered investment adviser with an office in Arlington 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.