# John Jones

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

Page: https://find.wellspent.co/advisors/john-jones-2650351/
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:** 2650351 (https://adviserinfo.sec.gov/individual/summary/2650351)
- **SEC registration:** Investment adviser representative in TX, WV
- **Exams passed:** Series 63 (1995), Series 65 (1996)
- **Firm size:** 22 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://vandaliawealth.com/

## Frequently asked questions

### Is John Jones 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 Jones based?

John Jones is based in Charleston, West Virginia.

### What does John specialize in?

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

### Is John Jones registered with the SEC?

Yes. John Jones is registered as an investment adviser representative in TX and WV (CRD 2650351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Vandalia Wealth manage?

Vandalia Wealth reports $249.6M across 469 accounts in assets under management.

### How do I contact John Jones?

Through John's website, vandaliawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2650351): 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.