Ashley Israel
Vandalia Wealth · Charleston, West Virginia
Ashley Israel is a fee-only financial advisor at Vandalia Wealth in Charleston, West Virginia, who holds the CFP credential. Ashley focuses on retirement planning, estate & legacy planning and tax planning. Vandalia Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Vandalia Wealth |
|---|---|
| Based in | Charleston, West Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $249.6M across 469 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6106742 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | vandaliawealth.com |
How Ashley's firm compares
- Vandalia Wealth's average account is about $532,000, from its Form ADV (assets managed divided by 469 accounts).
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Questions about Ashley
Is Ashley Israel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Vandalia Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Vandalia Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Israel based?
Ashley Israel is based in Charleston, West Virginia.
What does Ashley specialize in?
Ashley's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer.
What credentials does Ashley Israel hold?
Ashley Israel holds the CFP credential.
Is Ashley Israel registered with the SEC?
Yes. Ashley Israel is registered as an investment adviser representative in NC (CRD 6106742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vandalia Wealth manage?
Vandalia Wealth reports $249.6M across 469 accounts in assets under management.
How do I contact Ashley Israel?
Through Ashley's website, vandaliawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vandalia Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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