Jeffrey Borman
Vandalia Wealth · Charleston, West Virginia
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.
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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 5985262 |
| Exams passed | Series 63 (2012) · Series 65 (2012) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | vandaliawealth.com |
How Jeffrey'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 Jeffrey
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.
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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