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Financial advisors · Virginia

Fee-only financial advisors in McLean, VA

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

26 fee-only investment advisers have offices in McLean, Virginia, according to their Form ADV filings with the SEC and state regulators. 21 offer hourly or flat-fee arrangements, 5 charge only a percentage of the assets they manage, and 20 provide financial planning. 19 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? McLean is home to large offices of Capital One, Amazon. Before you meet an adviser, read our plain-English guides to Capital One, 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

Bogart Wealth, LLC

2010 Corporate Ridge Suite 900, McLean, VA 22102 · (703) 570-8651

  • Percentage of assets
  • Financial planning
Assets managed
$3.2B
Individual clients
1,442
Advisory staff
29
Registered with
SEC

Profile · Website · SEC record

Andersen

1861 International Drive Suite 501, McLean, VA 22102 · (571) 382-0020

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$6.3B
Individual clients
550
Advisory staff
50
Registered with
SEC

Profile · Website · SEC record

4J Wealth Management, LLC

1355 Beverly RD Suite 310, McLean, VA 22101 · (703) 566-9573

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$348M
Individual clients
243
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Advisors Financial, Inc.

8201 Greensboro Drive Suite 415, McLean, VA 22102 · (703) 883-0300

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$321M
Individual clients
220
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Sagevest Wealth Management

1320 Old Chain Bridge Road Suite 250, McLean, VA 22101 · (703) 992-7650

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$423M
Individual clients
150
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Sanchez & Zures, LLC

1750 Tysons Boulevard Suite 1500, McLean, VA 22102 · (703) 349-0330

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$242M
Individual clients
142
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Argo Wealth Advisory, LLC

1765 Greensboro Station Place Suite 900, McLean, VA 22102 · (703) 914-3830

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$256M
Individual clients
90
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Acts Financial Advisors

1390 Chain Bridge RD #10147, McLean, VA 22101 · (571) 749-5522

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$127M
Individual clients
23
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Bluesail Advisors LLC

1750 Tysons Boulevard Suite 1500, McLean, VA 22102 · (703) 373-1170

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$29M
Individual clients
23
Advisory staff
1
Registered with
DC, FL, TX +

Profile · Website · SEC record

Noorvest LLC

McLean, VA (office address not published) · (202) 500-3130

  • Fixed fee
  • Financial planning
Assets managed
$4.5M
Individual clients
12
Advisory staff
1
Registered with
CA, FL, MD +

Profile · Website · SEC record

B&L Wealth Group, LLC

1765 Greensboro Station PL. Tower 1, Ste. 900, McLean, VA 22102 · (703) 381-2991

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$26M
Individual clients
11
Advisory staff
2
Registered with
VA

Profile · Website · SEC record

Alpha Capital Wealth Advisors, LLC

McLean, VA (office address not published) · (571) 992-5537

  • Percentage of assets
Assets managed
$13M
Individual clients
13
Advisory staff
1
Registered with
VA

Profile · SEC record

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

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Fee-only advisers near McLean

Another 89 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 McLean?

Form ADV records how firms charge, not what they charge. Of the 26 firms listed here, 21 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 McLean advisers selected?

Every registered investment adviser with an office in McLean 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.