Financial Advisor in Alexandria VA

Fee-Only Financial Advisor in Alexandria, VA

District Capital Management is the place to find your Financial Advisor in Alexandria. We work with residents of Alexandria to provide financial planning, retirement planning, investment management. We provide independent, high-quality financial advice to middle/upper-middle-class individuals and families in their 30s & 40s who are motivated to achieve their dreams.

We enjoy working with clients who:

  • Have a dream,
  • Highly motivated and engaged, and
  • Generous with their time, talent or treasure.
  • If you’re trying to make this world a better place, we want to partner with you by elevating your finances.

Trusted Fee-Only Financial Planner in Alexandria, VA

We have signed a fiduciary oath to always act in your best interest. We are never paid a commission of any kind and we have no minimum asset requirement. Our fees are very transparent. 


Choosing the Right Financial Planner

Fee-only fiduciary financial planners should be the first choice for people in the Alexandria area. If you want to know some important questions to ask a potential financial advisor, we have put together a list of questions to ask.


Why District Capital?

We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders in our team.  We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice; not just retired folks or the ultra-rich. We can give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.


Schedule a free discovery call today!

District Capital serves 30s and 40s professionals and entrepreneurs who want to elevate their finances. Schedule a free discovery call today and we’ll be happy to answer your questions and find out if our financial services are right for you and your family.

Financial Planning

Annual Advisory Fee​

Financial Advisor Fees

Individuals

$3,000 – $4,800

($250 to $400/month)

Financial Advisor Cost

Couples

$4,200 – $7,200

($350 to $600/month)

Investment Management

Annual Advisory Fee

  • Assets Under Management
    Annual Fee / Rate (%)
  • $0 to $100,000
    $1,000
  • $100,001 to $1,000,000
    1.00%
  • $1,000,001 to $5,000,000
    0.85%
  • $5,000,001 to $10,000,000
    0.50%
  • Above $10,000,001
    0.35%

Schedule a free discovery call today