# James Spickard

> James Spickard is a fee-only financial advisor at Advanta Wealth Management in Lynchburg, Virginia. James focuses on retirement planning. Advanta Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-spickard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Advanta Wealth Management
- **Based in:** Lynchburg, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $63.8M across 66 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 4832559 (https://adviserinfo.sec.gov/individual/summary/4832559)
- **SEC registration:** Investment adviser representative in NC, VA
- **Exams passed:** Series 63 (2011), Series 65 (2011), Series 66 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.advantawm.com

## Frequently asked questions

### Is James Spickard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Advanta Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Advanta Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Spickard based?

James Spickard is based in Lynchburg, Virginia.

### What does James specialize in?

James's specialties include retirement planning. James works with pre-retirees.

### Is James Spickard registered with the SEC?

Yes. James Spickard is registered as an investment adviser representative in NC and VA (CRD 4832559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advanta Wealth Management manage?

Advanta Wealth Management reports $63.8M across 66 accounts in assets under management.

### How do I contact James Spickard?

Through James's website, www.advantawm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4832559): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.advantawm.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.