# Jeffrey Borman

> Jeffrey Borman is a fee-only financial advisor at Vandalia Wealth in Charleston, West Virginia. Jeffrey 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.

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

## 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 (firm's website)
- **Assets under management (firm):** $249.6M across 469 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **CRD:** 5985262 (https://adviserinfo.sec.gov/individual/summary/5985262)
- **SEC registration:** Investment adviser representative in WV
- **Exams passed:** Series 63 (2012), Series 65 (2012)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://vandaliawealth.com/

## Frequently asked questions

### Is Jeffrey Borman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey's firm, Vandalia Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Borman based?

Jeffrey Borman is based in Charleston, West Virginia.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer.

### Is Jeffrey Borman registered with the SEC?

Yes. Jeffrey Borman is registered as an investment adviser representative in WV (CRD 5985262), 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 Jeffrey Borman?

Through Jeffrey's website, vandaliawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5985262): 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://vandaliawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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