Jason Lunsford
Vandalia Wealth · Charleston, West Virginia
Jason Lunsford is a fee-only financial advisor at Vandalia Wealth in Charleston, West Virginia. Jason 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 |
| SEC registration | Investment adviser representative in WV · CRD 4240896 |
| Exams passed | Series 66 (2000) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | vandaliawealth.com |
How Jason'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 Jason
Is Jason Lunsford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?
Jason's firm, Vandalia Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Lunsford based?
Jason Lunsford is based in Charleston, West Virginia.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer.
Is Jason Lunsford registered with the SEC?
Yes. Jason Lunsford is registered as an investment adviser representative in WV (CRD 4240896), 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 Jason Lunsford?
Through Jason'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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