Wealthspire Advisors

Financial Advisor in Reston, VA

Firm Info
Address: 11800 Sunrise Valley Dr UNIT 310, Reston, VA 20191, USA
Phone: (888) 303-2357

Firm Size
Assets Under Management: $14.3 billion
# of Advisors: 102
# of Clients: 4,586
Client to Advisor Ratio: 45:1
Average Account Size: $3.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Wealthspire Advisors Overview

Wealthspire Advisors is a fee-only investment advisory firm based in New York, NY. This firm has been in the business of providing investment advice since 1995 and is committed to giving their clients expert financial guidance. Wealthspire Advisors is a registered investment advisory firm that specializes in offering investment advice only. With Wealthspire Advisors, individuals and small businesses can count on personalized portfolio management services. The firm's team of investment professionals is skilled at developing customized investment portfolios for clients. Alongside portfolio management, the company also offers financial planning services to help clients reach their financial goals. Pension consulting services are another area of expertise at Wealthspire Advisors. The firm can help businesses design and manage their employee retirement plans, such as 401k plans or pension plans. With Wealthspire, businesses can ensure that their employee retirement plans are compliant and designed to meet their unique needs. Additionally, Wealthspire Advisors also provides services for selecting other advisors. The firm is committed to maintaining a network of highly skilled and reliable advisors who can help clients with specific financial needs. As such, Wealthspire Advisors can refer clients to outside professionals for legal, tax, or accounting services.

WEALTHSPIRE ADVISORS offers a wide range of financial management services to cater to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporations. The firm has a deep understanding of the unique financial needs that each client has and is equipped to provide solutions tailored to meet specific objectives. Whether clients are looking for investment management, estate planning, tax-planning, or any other sophisticated financial strategies, WEALTHSPIRE ADVISORS aims to deliver results that exceed expectations. WEALTHSPIRE ADVISORS provides two fee structures depending on the services rendered to clients. The first fee structure is a percentage of assets under management (AUM), which means the client pays a percentage of the assets managed by WEALTHSPIRE ADVISORS. This fee structure is typically suitable for clients who require continuous financial management services. The second fee structure is fixed fees where the client pays a pre-agreed amount for specific services. This fee structure is typically suitable for clients who require one-time or project-based engagements. The firm is committed to transparency and provides clients with all the necessary information to understand the fees charged and how they align with the services provided.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Wealthspire Advisors states that the firm does not require minimum account sizes for its various programs. However, it does have recommended account sizes, which are noted in Item 4 of the brochure. Therefore, there is no specific investment minimum mentioned in the brochure.

How This Office Can Help Reston, VA Residents

Wealthspire Advisors is an advisory firm that provides comprehensive financial planning, investment management, and wealth advisory services to clients in Reston, VA. The firm takes a holistic approach to financial planning, assessing each client's unique needs and goals to help them navigate complex financial situations, such as retirement planning, estate planning, tax planning, and legacy planning. With a diverse clientele in Reston, VA, Wealthspire Advisors assists clients with various financial situations. For example, many clients in the area may work in technology or government contracting, which can come with unique compensation structures that require specialized planning. Additionally, with Reston's high cost of living and growing population, many residents face challenges saving for retirement and balancing current expenses with long-term financial goals. Wealthspire Advisors helps clients in Reston, VA navigate these complex financial situations and develop comprehensive plans to meet their financial objectives.

To view the Minimum Investment and Fee Schedule for Wealthspire Advisors, visit their Part 2 Brochure.

Services Offered by Wealthspire Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealthspire Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 11800 Sunrise Valley Dr UNIT 310, Reston, VA 20191, USA
Phone (888) 303-2357
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY 10175, United States

This firm has no other locations.

State Registrations

Wealthspire Advisors is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Wealthspire Advisors does not have any disclosures. Please visit it's Form ADV for more details.