Kathryn Lester
Vandalia Wealth · Indianapolis, Indiana
Kathryn Lester is a fee-only financial advisor at Vandalia Wealth in Indianapolis, Indiana. Kathryn 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 | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $249.6M across 469 accounts |
| SEC registration | Investment adviser representative in IN, WV · CRD 3178276 |
| Exams passed | Series 66 (1997) |
| Firm size | 22 employees |
| Disclosures | Reported; see the SEC record |
| Website | vandaliawealth.com |
How Kathryn'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 Kathryn
Is Kathryn Lester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn 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 Kathryn charge for financial advice?
Kathryn's firm, Vandalia Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathryn Lester based?
Kathryn Lester is based in Indianapolis, Indiana.
What does Kathryn specialize in?
Kathryn's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer.
Is Kathryn Lester registered with the SEC?
Yes. Kathryn Lester is registered as an investment adviser representative in IN and WV (CRD 3178276), 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 Kathryn Lester?
Through Kathryn'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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