Jonathan Dorsey
Vandalia Wealth · Beckley, West Virginia
Jonathan Dorsey is a fee-only financial advisor at Vandalia Wealth in Beckley, West Virginia, who holds the CFP credential. Jonathan 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 | Beckley, 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WV · CRD 5609770 |
| Exams passed | Series 63 (2009) · Series 66 (2009) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | vandaliawealth.com |
How Jonathan'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 Jonathan
Is Jonathan Dorsey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Vandalia Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Dorsey based?
Jonathan Dorsey is based in Beckley, West Virginia.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer.
What credentials does Jonathan Dorsey hold?
Jonathan Dorsey holds the CFP credential.
Is Jonathan Dorsey registered with the SEC?
Yes. Jonathan Dorsey is registered as an investment adviser representative in WV (CRD 5609770), 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 Jonathan Dorsey?
Through Jonathan'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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