Pricing Guide · Herndon
Financial Advisors Cost in Herndon, VA — 2026 Price Guide
What should you pay for financial advisors in Herndon? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 10 financial advisors in Herndon, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Focus Partners Wealth with a 5.0-star rating from 17 Google reviews and an RNM Score of 74/100. Also in the top tier: Origin Wealth Management and Edward Jones - Financial Advisor: April DuBois. The average rating across all listed financial advisors in Herndon is 4.8 stars from 6 reviews per business on average.
Financial advisors in Herndon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Herndon, VA is home to a variety of financial advisor firms that offer investment management, retirement planning, and other personal finance services. Consumers in the area should research local advisors' qualifications, fee structures, and areas of expertise when selecting a financial professional.
- ✓Diverse range of financial advisor firms in Herndon, VA
- ✓Services include investment management, retirement planning, and personal finance
- ✓Consumers should research advisors' credentials and service offerings
How to Choose a Financial Advisor in Herndon
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Herndon, VA area
- • A clear, transparent fee structure
- • A focus on your specific financial goals and needs
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients in Herndon, VA?
Red flags
- ⚠ Pressure to make quick decisions or invest in complex products
- ⚠ Lack of clear communication about fees and services
- ⚠ Unwillingness to discuss your specific financial situation and goals
In Virginia, financial advisors must be registered with the State Corporation Commission and hold appropriate securities licenses. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
10
Businesses listed
4.8★
Avg rating
6
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
5.0-star rating from 17 reviews makes this Herndon financial advisor highly trusted.
8315 US-29 #325, Fairfax, VA 22031, USARated 5.0 stars from 10 Google reviews, this Herndon financial advisor is highly recommended.
12001 Sunrise Valley Dr SUITE 400, Reston, VA 20191, USARated 5.0 stars from 3 Google reviews for trusted financial guidance in Herndon.
13350 Franklin Farm Rd Suite 350, Herndon, VA 20171, USAFinancial Advisors Rankings in Herndon, VA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Focus Partners Wealth8315 US-29 #325, Fairfax, VA 22031, USA | 5.0★ | 17 |
| #2 | Origin Wealth Management12001 Sunrise Valley Dr SUITE 400, Reston, VA 20191, USA | 5.0★ | 10 |
| #3 | Edward Jones - Financial Advisor: April DuBois13350 Franklin Farm Rd Suite 350, Herndon, VA 20171, USA | 5.0★ | 3 |
| #4 | Piedmont Wealth Advisory12030 Sunrise Valley Dr UNIT 325, Reston, VA 20191, USA | 5.0★ | 2 |
| #5 | Hughes Financial Services LLC2201 Cooperative Way #150, Herndon, VA 20171, USA | 5.0★ | 2 |
| #6 | Dellinger Wealth Management719 Pine St, Herndon, VA 20170, USA | 5.0★ | 1 |
| #7 | Northwest Financial Advisors200 Spring St #120, Herndon, VA 20170, USA | — | — |
| #8 | Symphony Financial LLC441 Carlisle Dr, Herndon, VA 20170, USA | 5.0★ | 1 |
| #9 | Edelman Financial Engines4000 Legato Rd 8th Floor, Fairfax, VA 22033, USA | 3.4★ | 9 |
| #10 | Edward Jones - Financial Advisor: Derek R Sorensen, ChFC®|CEPA®2329 B Dulles Station Blvd, Herndon, VA 20171, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Herndon
Rated 5.0 stars from two Google reviews, this Herndon financial advisor is highly regarded.
12030 Sunrise Valley Dr UNIT 325, Reston, VA 20191, USA
Rated 5.0 stars from 2 reviews for trusted financial guidance in Herndon.
2201 Cooperative Way #150, Herndon, VA 20171, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
719 Pine St, Herndon, VA 20170, USA
Holds no customer reviews yet; check back for future feedback.
200 Spring St #120, Herndon, VA 20170, USA
Trusted Herndon financial advisor with a perfect 5.0★ rating from clients.
441 Carlisle Dr, Herndon, VA 20170, USA
A Herndon financial advisor with a 3.4-star rating from 9 Google reviews.
4000 Legato Rd 8th Floor, Fairfax, VA 22033, USA
No Google reviews yet; check back for client feedback on this Herndon financial advisor.
2329 B Dulles Station Blvd, Herndon, VA 20171, USA
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Financial Advisors in Herndon, VA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Focus Partners Wealth | 74/100 | 5.0 ★ | 17 |
| 2 | Origin Wealth Management | 71/100 | 5.0 ★ | 10 |
| 3 | Edward Jones - Financial Advisor: April DuBois | 66/100 | 5.0 ★ | 3 |
| 4 | Piedmont Wealth Advisory | 64/100 | 5.0 ★ | 2 |
| 5 | Hughes Financial Services LLC | 64/100 | 5.0 ★ | 2 |
| 6 | Dellinger Wealth Management | 62/100 | 5.0 ★ | 1 |
| 7 | Northwest Financial Advisors | 3/100 | — | 0 |
| 8 | Symphony Financial LLC | 62/100 | 5.0 ★ | 1 |
| 9 | Edelman Financial Engines | 44/100 | 3.4 ★ | 9 |
| 10 | Edward Jones - Financial Advisor: Derek R Sorensen, ChFC®|CEPA® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Herndon
What is a fiduciary financial advisor and why does it matter in Herndon?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Herndon, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Herndon?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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