John Kunda
Advanta Wealth Management · Lynchburg, Virginia
John Kunda is a fee-only financial advisor at Advanta Wealth Management in Lynchburg, Virginia. John focuses on retirement planning. Advanta Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Advanta Wealth Management |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $63.8M across 66 accounts |
| SEC registration | Investment adviser representative in NC, VA · CRD 8273810 |
| Exams passed | Series 63 (2025) · Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.advantawm.com |
| Profile |
How John's firm compares
- Advanta Wealth Management's average account is about $966,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about John
Is John Kunda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Advanta Wealth Management 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, Advanta Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Kunda based?
John Kunda is based in Lynchburg, Virginia.
What does John specialize in?
John's specialties include retirement planning. John works with pre-retirees.
Is John Kunda registered with the SEC?
Yes. John Kunda is registered as an investment adviser representative in NC and VA (CRD 8273810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advanta Wealth Management manage?
Advanta Wealth Management reports $63.8M across 66 accounts in assets under management.
How do I contact John Kunda?
Through John's website, www.advantawm.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
- Advanta Wealth Management 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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