RESTON WEALTH MANAGEMENT
SEC RegisteredAbout the firm
Financial Field Notes is authored by Alex Voorhees, CFP®, a partner at Reston Wealth Management in Northern Virginia. The site covers topics such as investment strategy, tax planning, retirement income, Social Security, Medicare, and personal finance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Optimizing investments, tax strategy, creating stable retirement income, Social Security and Medicare planning, estate and charitable giving planning.
Who they serve
Families, particularly diligent savers close to or already in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 307 | $120M |
| High Net Worth Individuals | 173 | $448M |
| Charitable Organizations | 7 | $12M |
| State/Municipal Entities | 1 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.20% |
| Next $1,000,000 | 1.10% |
| Next $3,000,000 | 0.95% |
| Over $5,000,000 | 0.80% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RESTON WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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