Robert Nistendirk
WNA Wealth Management · Charleston, West Virginia
Robert Nistendirk is a fee-only financial advisor at WNA Wealth Management in Charleston, West Virginia. Robert focuses on tax planning, estate & legacy planning and retirement planning. WNA Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WNA Wealth Management |
|---|---|
| Based in | Charleston, West Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $32.1M across 58 accounts |
| SEC registration | Investment adviser representative in WV · CRD 7005935 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wnawm.com |
How Robert's firm compares
- WNA Wealth Management's average account is about $553,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Robert
Is Robert Nistendirk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and WNA Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, WNA Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Nistendirk based?
Robert Nistendirk is based in Charleston, West Virginia.
What does Robert specialize in?
Robert's specialties include tax planning, estate & legacy planning, retirement planning, family wealth transfer and small business owners.
Is Robert Nistendirk registered with the SEC?
Yes. Robert Nistendirk is registered as an investment adviser representative in WV (CRD 7005935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WNA Wealth Management manage?
WNA Wealth Management reports $32.1M across 58 accounts in assets under management.
How do I contact Robert Nistendirk?
Through Robert's website, www.wnawm.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
- WNA 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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