Financial advisors · Virginia

Fee-only financial advisors in Reston, VA

16 fee-only investment advisers have offices in Reston, Virginia, according to their Form ADV filings with the SEC and state regulators. 13 offer hourly or flat-fee arrangements, 3 charge only a percentage of the assets they manage, and 14 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 16 of 16

The Burney Company

1800 Alexander Bell Drive Suite 510, Reston, VA 20191 · (866) 928-7639

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$3.6B
Individual clients
1,880
Advisory staff
42
Registered with
SEC

Investology Inc.

1939 Roland Clarke Place Suite 350, Reston, VA 20191 · (703) 429-1975

  • Percentage of assets
  • Financial planning
Assets managed
$250M
Individual clients
350
Advisory staff
3
Registered with
SEC

Kaplan Wealth Management, Inc.

11710 Plaza America DR Suite 2000, Reston, VA 20190 · (703) 352-1780

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$89M
Individual clients
287
Advisory staff
2
Registered with
FL, MD, NC +

Piedmont Wealth Advisory

12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 · (571) 313-5125

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$354M
Individual clients
215
Advisory staff
3
Registered with
SEC

Buchanan Wealth Management

11710 Plaza America Drive Suite 2000, Reston, VA 20190 · (703) 956-2633

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$212M
Individual clients
164
Advisory staff
2
Registered with
SEC

T.m. Wealth Management

11702 Bowman Green Drive Suite 300, Reston, VA 20190 · (703) 537-8351

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$210M
Individual clients
99
Advisory staff
3
Registered with
SEC

KCR Wealth Management, LLC

1818 Library Street Suite 500, Reston, VA 20190 · (703) 722-2212

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$95M
Individual clients
39
Advisory staff
1
Registered with
VA

Mitchell Advisory Inc

11710 Plaza America Drive Suite 2000, Reston, VA 20190 · (703) 481-9868

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$94M
Individual clients
25
Advisory staff
1
Registered with
VA

Oakton Financial, LLC

11710 Plaza America Drive Suite 2000, Reston, VA 20190 · (703) 871-5014

  • Fixed fee
  • Financial planning
Assets managed
$20M
Individual clients
9
Advisory staff
1
Registered with
VA

Radvanyi Wealth Management LLC

1939 Roland Clarke Place Suite 350, Reston, VA 20191 · (571) 218-0276

  • Percentage of assets
Assets managed
$34M
Individual clients
381
Advisory staff
1
Registered with
VA

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

Not sure which Reston firm fits?

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.

What do you want help with?

Fee-only advisers near Reston

Another 74 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 Reston?

Form ADV records how firms charge, not what they charge. Of the 16 firms listed here, 13 offer hourly or flat fees and 15 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 Reston advisers selected?

Every registered investment adviser with an office in Reston 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.