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Find financial advisors near me

Share a few details and we'll show you the best financial advisors in Ashburn.
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Find financial advisors near me

Share a few details and we'll show you the best financial advisors in Ashburn.
Zip code

Service type

Top 10 financial advisors near you

Clients agree: these financial advisors are highly rated for knowledge, experience, communication, and more.
ATM Professional Services, CPA

ATM Professional Services, CPA

4.5(2)
Offers online services
2 hires on Thervo
28+ years in business
Sister S. says, "ATM continues to provide professional assistance and clearly communicates what is expected and needed. They are always there in providing assistance to any and all questions. " Read more
Avenue Wealth (Fiduciary)

Avenue Wealth (Fiduciary)

5.0(4)
Offers online services
3 hires on Thervo
11+ years in business
Pamela B. says, "Fees were transparent/fair, recommendations were detailed, not pushy/salesman. Invaluable help and very pleased with his process. I look forward to working with Drew for years to come" Read more
Integrity Financial Solutions, Inc.

Integrity Financial Solutions, Inc.

5.0(2)
Offers online services
6 hires on Thervo
13+ years in business
Brenda G. says, " Breanna Colon is an excellent speaker and is very knowledgeable on all financial matters. She helped me as my Financial Advisor and I am much better off financially today because of her." Read more
Associates Consulting Group

Associates Consulting Group

5.0(4)
Offers online services
26 hires on Thervo
18+ years in business
Carol G. says, "I am very satisfied. I will be making another appt." Read more
Isakov Planning Group

Isakov Planning Group

5.0Exceptional(5)
Offers online services
15+ years in business
Tarana R. says, "Eugine was very polite and helpful He helped to answer all the questions I had" Read more
Bandera Tax Inc

Bandera Tax Inc

4.9Exceptional(13)
Offers online services
6 hires on Thervo
26+ years in business
MONICA G. says, "Very knowledgeable and knows exactly what he's doing." Read more
James Bressingham CPA, CFP, PFS

James Bressingham CPA, CFP, PFS

5.0(1)
Offers online services
3 hires on Thervo
29+ years in business
KEITH G. says, "Everything.... " Read more
Capital Insurance & Investment Planning, Inc.

Capital Insurance & Investment Planning, Inc.

New on Thervo
Offers online services
1 hire on Thervo
29+ years in business
We are an independent financial services firm committed to helping our clients with every phase of their financial life. We are a Fee for service firm offering a free 1 hour consultation. We pride ourselves on our comprehensive innovative process that place the clients in control with the guidance they need. Our staff is highly credentialed. I personally have a Masters designation with the International Association of Registered Financial Consultants, a BS in Finance and Business Administration. I have more than 30 years expeirence in Wealth Management, Investment, Financial, Retirement and Estate planning. I have received numerous industry a...
IITS TAX SERVICE LLC

IITS TAX SERVICE LLC

5.0(2)
Offers online services
15+ years in business
Derek C. says, "I was very pleased with the customer service she's so polite and walk me through everything and put everything in her words to make me understand the situations what was going on five stars we'll see you again next year" Read more
Dexter Consultant Services

Dexter Consultant Services

New on Thervo
Offers online services
12+ years in business
Fast and accurate service as well as affordable.

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Ashburn financial advisors

Recent success stories from people in the Ashburn area.
Michael C.
We work with a lot of firms. ATM provides personalized services at reasonable prices without hidden fees. If we run into a project requiring enhanced services, ATM will coordinate the effort and report progress in digestible fashion. Extremely satisfied and happy to recommend ATM.
ATM Professional Services, CPA
Kirk C.
Drew, whose real name is George, is an exceptional professional in the financial wealth business. He profoundly understands his area of expertise and guides his clients through every step of the process with great care and diligence. Drew's communication skills are second to none, and his trustworthiness and professionalism are impeccable. He considers his client's current and potential financial status and works with them to ensure financial stability. Drew has a strong network of support, which helps him deliver excellent outcomes for his clients. Without hesitation, I have recommended Drew to my family, friends, and clients. I highly recommend his services to anyone who needs financial guidance. Thank you, Drew, for being such an excellent professional!
Avenue Wealth (Fiduciary)
Camila C.
Good professional and very friendly . I have been consulting with her for 6 months and my financial life improved 100%. I recommend her to anyone who wants to get financially better.
Integrity Financial Solutions, Inc.
Gabrielle T.
Renee was amazing! I was working on a big career transition; healthcare to the corporate world and was feeling lost. She helped me identify my career goals, translate my experience into a new resume, and taught me how to communicate my skills for the job I wanted. She was patient and supportive and had lots of great tips and knowledge! I was able to successfully secure a new job in the field I wanted. I highly recommend Renee's services!
Associates Consulting Group
Tanzilya Y.
Professionalism, competence, attentiveness, consideration and trust
Isakov Planning Group
Sandy L.
Fast and easy! Saved it's a ton of $$$
Bandera Tax Inc
Alesha B.
Very professional easy to work with. Willing to explain everything. Very reliable dependable and trustworthy have been preparing my taxes for the last decade never been disappointed.
IITS TAX SERVICE LLC
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