John Fleming
Vandalia Wealth · Greenville, North Carolina
John Fleming is a fee-only financial advisor at Vandalia Wealth in Greenville, North Carolina, who holds the CFP credential. John 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 | Greenville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $249.6M across 469 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6592334 |
| Exams passed | Series 66 (2017) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | vandaliawealth.com |
| Profile |
How John'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 John
Is John Fleming a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Vandalia Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Fleming based?
John Fleming is based in Greenville, North Carolina.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer.
What credentials does John Fleming hold?
John Fleming holds the CFP credential.
Is John Fleming registered with the SEC?
Yes. John Fleming is registered as an investment adviser representative in NC (CRD 6592334), 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 John Fleming?
Through John'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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