Reston Wealth Management

Reston Wealth Management is a fee-based registered investment adviser that provides account management, third‑party money manager selection, and comprehensive wealth planning to individuals and families, as well as to foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages roughly $590 million for about 480 clients and offers both discretionary and non‑discretionary portfolio services along with coordinated planning and implementation support.

The firm emphasizes a tailored, long‑term investment approach that favors globally diversified allocations, low‑cost ETFs and mutual funds, tax‑aware decisions, and periodic rebalancing, using fundamental analysis and institutional research inputs. Reston Wealth may recommend and monitor third‑party money managers for portions of client accounts and follows detailed processes for discovery, plan development, implementation, and ongoing review; it generally requires a sizable minimum for managed accounts but may waive that requirement in some cases.

Noteworthy disclosures in the brochure include that certain advisory representatives are licensed insurance agents who, in their individual capacity, may recommend insurance products and receive commissions, and that the firm receives fee‑sharing compensation when engaging some third‑party managers — conflicts the firm says it discloses and manages. The firm also treats 529 college savings plans differently from its managed accounts by charging a separate annual administrative fee rather than a standard management fee, and it describes relationships with major custodians that provide institutional services and indirect economic benefits to the firm.