James Spickard
Advanta Wealth Management · Lynchburg, Virginia
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Advanta Wealth Management |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $63.8M across 66 accounts |
| SEC registration | Investment adviser representative in NC, VA · CRD 4832559 |
| Exams passed | Series 63 (2011) · Series 65 (2011) · Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.advantawm.com |
How James's firm compares
- Advanta Wealth Management's average account is about $966,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about James
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.
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
- Advanta Wealth Management 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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