Richmond, VA Financial Advisors

Are you looking for Richmond, VA Financial Advisors?

District Capital Management is a fee-only financial planning firm serving professionals in their 30s and 40s. Our experienced team includes Certified Financial Planner™ professionals, CFA charterholders, and an accredited Accredited Financial Counselor®. We provide personalized financial planning and investment management to clients in Richmond and surrounding areas.

Trusted Fee-Only Financial Advisor in Richmond, VA

We are fee-only fiduciary financial advisors. We offer comprehensive financial advice and investment management services for a set fee. There are no hidden costs or commissions. We have sworn a fiduciary oath that we will provide you with full transparency and act in your best interest. 

Our core values include:

  • Delivering clients massive value.
  • Being transparent and listening deeply.
  • Putting the needs and priorities of our clients first.
  • Taking the time to understand your unique situation and meeting you where you are.

Why District Capital Management?

District Capital provides independent, high-quality financial advice to professionals and entrepreneurs in their 30s & 40s. We are a team of skilled and compassionate financial planners that are passionate about giving you top-notch financial advice. We want to help you maximize your money and achieve your life goals. 

Our experienced team specialize in:

Is It Worth Hiring A Financial Advisor In Richmond, VA?

We believe that a financial advisor can help you navigate your finances and decide what you should be doing with your money to reach your financial goals. Working with the right financial advisor can help you save time and money in the long run. 

What Questions Should I Ask A Potential Richmond, VA Financial Advisor?

Choosing a financial advisor in Richmond is an important decision. We have put together a list of 10 important questions to ask a potential financial advisor. We recommend booking a call with a couple of financial advisors to find out which one is right for you and your family.

We work with clients in other regions of Virginia including:

If You Are Looking For A Trusted Financial Advisor In Richmond VA, District Capital Management Might Be The Right Financial Planning Firm For You.

Schedule a complimentary discovery call with one of our experienced financial advisors today. We would love to learn more about you and your family. It’s time to elevate your finances and start working towards your financial goals!

Financial Planning

Annual Advisory Fee​

Financial Advisor Fees

Individuals

$3,300 – $6,000

($275 to $500/month)

Financial Advisor Cost

Couples

$4,200 – $8,400

($350 to $700/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