John Hall
Lynchburg Wealth Management · Lynchburg, Virginia
John Hall is a fee-only financial advisor at Lynchburg Wealth Management in Lynchburg, Virginia, who holds the CFP credential. John charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $2,000 and $250 an hour).
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Facts
| Firm | Lynchburg Wealth Management |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,000 · $250 an hour · 1% a year on the first tier of assets managed |
| Assets under management | $77.8M across 314 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6123589 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lynchburgwealth.com |
| Profile |
How John's firm compares
- A one-time plan starts at $2,000, above the Virginia median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the Virginia median of $325 for fee-only firms that publish prices.
- Lynchburg Wealth Management's average account is about $248,000, from its Form ADV (assets managed divided by 314 accounts).
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Questions about John
Is John Hall a fee-only financial advisor?
Yes. John Hall is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.
How does John charge for financial advice?
John charges a percentage of assets, hourly fees and a one-time planning fee.
How much does John charge?
According to Lynchburg Wealth Management's website, checked October 28, 2026: one-time plans from $2,000; $250 an hour; 1% a year on the first tier of assets managed.
Where is John Hall based?
John Hall is based in Lynchburg, Virginia.
What credentials does John Hall hold?
John Hall holds the CFP credential.
Is John Hall registered with the SEC?
Yes. John Hall is registered as an investment adviser representative in TX and VA (CRD 6123589), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lynchburg Wealth Management manage?
Lynchburg Wealth Management reports $77.8M across 314 accounts in assets under management.
How do I contact John Hall?
Through John's website, lynchburgwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lynchburg Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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