Virginia Financial Planner

Fee-Only Financial Planner in Virginia

District Capital Management is a fee-only financial planning firm serving professionals in their 30s and 40s. We provide financial planning and investment management services to clients in Virginia and surrounding areas. 

We have a diverse team that are passionate about giving you top-notch financial advice. Our comprehensive financial planning services include: 

Trusted Fee-Only Financial Advisor in Virginia

We are fiduciary financial advisors meaning we always act in your best interest. We are not paid a commission and we have no conflicts of interest. We also have no minimum asset requirements and no hefty fees. If you are looking for a trusted financial advisor in Virginia, we might be the right financial planning for you. 

Why District Capital Management?

District Capital provides independent, high-quality financial advice to professionals and entrepreneurs in their 30s & 40s. We want to help you achieve your dreams. Our experienced team includes Certified Financial Planner™ professionals, CFA charterholders, and an accredited Accredited Financial Counselor®.

 

Questions To Ask A Potential Financial Advisor In Virginia

Choosing a fee-only and fiduciary financial planner in Virginia is an important decision. We have put together a list of 10 important questions to ask a potential financial advisor. These will help you find the right financial advisor for you and your family. 


Book a complimentary discovery call today!

Do you need comprehensive financial planning to help you make smart investments, reduce taxes, retire securely, and maximize your money? If you are interested in a comprehensive financial plan, schedule a complimentary discovery call with one of our financial advisors today. 

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