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2021

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Here Are The Top Financial Advisors Near 20149

Brighton Jones - Washington, D.C.

Brighton Jones is a financial company located in Washington, DC. Its team of financial advisors and planners helps clients create their plans through a collaborative approach. They specialize in wealth management services involving proactive tax and estate planning, real estate, philanthropic and private equity advisory, and institutional asset management. Brighton Jones has been featured in The Economist, Financial Times, and The Wall Street Journal. The company also has offices in various locations like Atlanta, Dallas, Minneapolis, Portland, and San Francisco.

8270 Greensboro Drive, McLean, VA 22102

Website

Halpern Financial, Inc.

Halpern Financial, Inc. is an SEC registered investment adviser in Ashburn that serves the DC metro. Their wealth management process integrates prudent investment management with planning solutions and tax management to create a total wealth plan customized to each client's requirements. Ted Halpern, the company founder, works on a fee-only basis and is a certified Accredited Asset Management Specialist, Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, and Registered Financial Consultant.

Ashburn, VA 20147

Website

Sherman Wealth Management

Sherman Wealth Management is a firm of financial advisors in Gaithersburg that works with clients in DC, Maryland, Virginia, New York, California, and Florida. The company offers advice on budgeting and saving, retirement planning, investment management, and insurance, estate, and tax planning. Brad Sherman has appeared in The Wall Street Journal, Investopedia, CNBC, MarketWatch, Business Insider and more. He is also the co-host of Launch Financial, a weekly podcast.

Gaithersburg, MD 20878

Website

Step-by-Step Guide to Finding, Hiring, and Working With Financial Advisors

Whether you want to buy a house, pay off a debt, or save for retirement, working with a financial advisor is a great way to get your finances in order. But before you entrust someone with your hard-earned cash, it’s important to do some research and find the right financial advisor for you. Follow this handy guide to get started.

1. Decide what kind of financial advisor you need

Financial advisors fall into several categories, from investment advisors to financial planners. Beginners may turn to a financial coach for basic guidance, while wealthy clients may turn to a wealth advisor for advice on charitable giving. The type of financial advisor you need depends on your current financial situation and your goals. In many cases, a certified financial planner (CPF) is a good choice due to their broad range of expertise and strict ethical guidelines.

2. Search for financial advisors in your area

Next, put together a short list of financial advisors to consider. You can find options near you using a standard search engine, like Google or Bing, or you can type in your zip code at the top of this page to find a list of financial advisors in your area. You can also ask your friends and family if they have any financial advisors they recommend.

3. Find out their fee structure

You might choose to work with an individual financial advisor, or one who works at a larger company. Either way, you’ll typically pay in one of three ways: an hourly rate, a flat fee, or a percentage of the assets they manage for you. They may also receive commission on the products or services they sell you. There’s nothing wrong with commission, but if it’s your first time working with a financial advisor and you want impartial advice, a fee-only advisor is probably best.

4. Look up their credentials

Not all financial advisors are certified and almost anyone can take a few classes and call themselves a financial coach. To ensure that a financial planner is certified, you’ll want to look them up in the CFP Board’s online database. Other reputable credentials include the Chartered Financial Analyst (CFA), Chartered Retirement Planning Counselor (CRPC), and Personal Financial Specialist (PFS).

5. Read reviews and complaints

Credentials are one thing, but a record of quality service is another. You can use tools such as BrokerCheck to uncover brokers who have been barred by FINRA (Financial Industry Regulatory Authority) and investment advisors who have had actions taken against them by the SEC (Securities and Exchange Commission). A single complaint isn’t necessarily a red flag, but look out for multiple complaints, and read reviews from other customers on search engines or online directories to get a more complete picture. If your advisor wants custody of your assets, look elsewhere, since this can be a sign of fraud.

6. Ask them for a CRS

Some financial advisory firms are required to provide a CRS form, which stands for “customer or client relationship summary.” This will outline the firm’s fees, structure, obligations to you, and potential conflicts of interest. Be sure to ask questions if you have any concerns about how your money will be handled.

7. Schedule a consultation

Finally, most advisors offer a free consultation to help you determine if they’re a good fit. Don’t expect any personalized advice in a consultation, but take the opportunity to make sure that you’re on the same page. If you want an advisor who has experience working with Boomers, millennials, or another age group, this is the time to ask. Don’t be pressured into making a commitment. If all goes well, you can decide whether to move ahead with one-time advice, or establish an ongoing relationship.

The Cost of Financial Advice

The cost of financial advice can vary widely, depending on which type of advisor you choose and whether they charge a flat fee, an hourly rate, or an asset management fee. A fee-only advisor may charge a flat rate of $1,000 to $3,000 to come up with a financial plan, followed by an hourly rate of $120 to $300 for additional services. If you’re looking for ongoing asset management, you’ll typically be charged an annual fee based on a percentage of those assets. This is often between .65% to 1%, which works out to an annual fee of $1,000 on $100,000 in assets. Remember to look out for commissions, which may be attached to bonds, mutual funds, and other financial products that your advisor recommends.

Additional Resources

Expert Answers To Common Questions:

  1. Introduction
  2. Are financial advisors worth it?
  3. What does a financial advisor do?
  4. How much money do I need to work with a financial advisor?
  5. When should I use a financial advisor vs. doing it myself?
  6. What does a financial coach do?
  7. What\'s the difference between a financial advisor and a financial planner?
  8. How do I know if my financial advisor is trustworthy?
  9. What is a financial consultant?
  10. Are financial advisor fees tax deductible?
  11. What makes someone a fiduciary?
  12. What is a robo-advisor?
  13. Should your financial advisor be a fiduciary?
  14. How often should I meet with my financial advisor?
  15. Can my financial planner help with taxes?
  16. Do I need a financial advisor?
  17. How do financial advisors get paid?
  18. What experience should I look for in a financial advisor?
  19. How much does a financial advisor cost?
  20. Should I hire a financial advisor before buying a house?
  21. How many financial advisors are there in the U.S.?
  22. Do banks offer financial advisors?
  23. Should I hire a wealth manager?
  24. Is wealth management worth it?
  25. How can you tell if a financial advisor is bad?
  26. What do you need to be a financial advisor?
  27. Where do financial advisors work?
  28. How much do financial advisors make?
Introduction
There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.
  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.
Are financial advisors worth it?
Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.
What does a financial advisor do?
Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.
How much money do I need to work with a financial advisor?
There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.
When should I use a financial advisor vs. doing it myself?
Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.
What does a financial coach do?
Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.
What\'s the difference between a financial advisor and a financial planner?
The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.
How do I know if my financial advisor is trustworthy?
Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.
What is a financial consultant?
A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.
Are financial advisor fees tax deductible?
Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.
What makes someone a fiduciary?
Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.
What is a robo-advisor?
A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.
Should your financial advisor be a fiduciary?
It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.
How often should I meet with my financial advisor?
After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.
Can my financial planner help with taxes?
Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).
Do I need a financial advisor?
Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.
How do financial advisors get paid?
Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.
What experience should I look for in a financial advisor?
 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
How much does a financial advisor cost?
A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.
Should I hire a financial advisor before buying a house?
While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
How many financial advisors are there in the U.S.?
According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.
Do banks offer financial advisors?
Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.
Should I hire a wealth manager?
A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.
Is wealth management worth it?
Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.
How can you tell if a financial advisor is bad?
Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:
  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you
What do you need to be a financial advisor?
As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:
  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred
Where do financial advisors work?
Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:
  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms
How much do financial advisors make?
In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.
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