# Flat-fee financial advisors in West Virginia

> In West Virginia, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Caleb Casto of Vandalia Wealth, Todd Latocha of Blackwater Financial and Russell Dunkin of Fort Henry Capital.

Page: https://find.wellspent.co/by/flat-fee-financial-advisors/west-virginia/
27 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge flat or fixed fees in West Virginia?

In West Virginia, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Caleb Casto of Vandalia Wealth, Todd Latocha of Blackwater Financial and Russell Dunkin of Fort Henry Capital.

## How many fee-only advisors who charge flat or fixed fees in West Virginia are there?

The Wellspent public graph lists 27 fee-only advisors who charge flat or fixed fees in West Virginia, at 10 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who charge flat or fixed fees in West Virginia located?

Of the 27 fee-only advisors who charge flat or fixed fees in West Virginia, 15 are in Charleston, followed by 3 in Wheeling and 3 in Hurricane.

## How do fee-only advisors who charge flat or fixed fees in West Virginia charge?

All 27 fee-only advisors who charge flat or fixed fees in West Virginia with fees on file charge fixed fees. Many use more than one: 96% charge a percentage of assets and 70% charge by the hour.

## How many fee-only advisors who charge flat or fixed fees in West Virginia hold the CFP?

22% of the 27 fee-only advisors who charge flat or fixed fees in West Virginia hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

## What should I ask fee-only advisors who charge flat or fixed fees in West Virginia?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

## How current is this list of fee-only advisors who charge flat or fixed fees in West Virginia?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Ashley Israel](https://find.wellspent.co/advisors/ashley-israel.md) | Vandalia Wealth | Charleston, West Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Caleb Casto](https://find.wellspent.co/advisors/caleb-casto.md) | Vandalia Wealth | Charleston, West Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Dorsey](https://find.wellspent.co/advisors/jonathan-dorsey.md) | Vandalia Wealth | Beckley, West Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Chelsea Weiss](https://find.wellspent.co/advisors/chelsea-weiss.md) | Vandalia Wealth | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Ian McIlvaine](https://find.wellspent.co/advisors/ian-mcilvaine.md) | Vandalia Wealth | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Jason Lunsford](https://find.wellspent.co/advisors/jason-lunsford.md) | Vandalia Wealth | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Borman](https://find.wellspent.co/advisors/jeffrey-borman.md) | Vandalia Wealth | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [John Jones](https://find.wellspent.co/advisors/john-jones-2650351.md) | Vandalia Wealth | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Lois Crichton](https://find.wellspent.co/advisors/lois-crichton.md) | Vandalia Wealth | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Luke McClure](https://find.wellspent.co/advisors/luke-mcclure.md) | Vandalia Wealth | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Michael Cavendish](https://find.wellspent.co/advisors/michael-cavendish.md) | Vandalia Wealth | Beckley, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Nistendirk](https://find.wellspent.co/advisors/robert-nistendirk.md) | WNA Wealth Management | Charleston, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Todd Latocha](https://find.wellspent.co/advisors/todd-latocha.md) | Blackwater Financial | Fairmont, West Virginia | CFP | Percentage of assets, Fixed fees |
| [Ethan Layne](https://find.wellspent.co/advisors/ethan-layne.md) | Layne Financial Group | Huntington, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Jeremy Lowe](https://find.wellspent.co/advisors/jeremy-lowe.md) | Fort Henry Capital | Wheeling, West Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Russell Dunkin](https://find.wellspent.co/advisors/russell-dunkin.md) | Fort Henry Capital | Wheeling, West Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bradley Foster](https://find.wellspent.co/advisors/bradley-foster.md) | NTV Asset Management | Charleston, West Virginia | CFA | Percentage of assets, Fixed fees |
| [Cassandra Sakala](https://find.wellspent.co/advisors/cassandra-sakala.md) | Strada Wealth Management | Hedgesville, West Virginia |   | Hourly, Fixed fees |
| [Dwain Blake](https://find.wellspent.co/advisors/dwain-blake.md) | ABW | Green Bank, West Virginia |   | Percentage of assets, Fixed fees |
| [Ian Flores](https://find.wellspent.co/advisors/ian-flores.md) | NTV Asset Management | Charleston, West Virginia |   | Percentage of assets, Fixed fees |
| [James Thomas](https://find.wellspent.co/advisors/james-thomas.md) | NTV Asset Management | Charleston, West Virginia |   | Percentage of assets, Fixed fees |
| [John Valentine](https://find.wellspent.co/advisors/john-valentine-2236821.md) | NTV Asset Management | Charleston, West Virginia |   | Percentage of assets, Fixed fees |
| [John Valentine](https://find.wellspent.co/advisors/john-valentine.md) | NTV Asset Management | Charleston, West Virginia |   | Percentage of assets, Fixed fees |
| [John Williams](https://find.wellspent.co/advisors/john-williams.md) | Ironwood Wealth Management | Hurricane, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Megan Watterson](https://find.wellspent.co/advisors/megan-watterson.md) | Ironwood Wealth Management | Hurricane, West Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Thomas Anthony](https://find.wellspent.co/advisors/thomas-anthony.md) | Anthony Investment Management | Wheeling, West Virginia |   | Percentage of assets, Fixed fees |
| [Tyler Williams](https://find.wellspent.co/advisors/tyler-williams.md) | Ironwood Wealth Management | Hurricane, West Virginia |   | Percentage of assets, Hourly, Fixed fees |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
