Flat-fee financial advisors in West Virginia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Caleb Casto Vandalia Wealth, Charleston Holds the CFP. Fees on file: percentage of assets, hourly.
- Todd Latocha Blackwater Financial, Fairmont Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Russell Dunkin Fort Henry Capital, Wheeling Holds the CFP. Fees on file: percentage of assets, hourly.
- Bradley Foster NTV Asset Management, Charleston Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Robert Nistendirk WNA Wealth Management, Charleston Fees on file: percentage of assets, hourly.
- John Williams Ironwood Wealth Management, Hurricane Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 27
- Firms
- 10
- Cities
- 8
- Hold the CFP
- 22%
- Other credentials: CFA 4%
- How they charge (of 27 with fees on file): fixed fees 100% · percentage of assets 96% · hourly 70%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
Questions about flat-fee financial advisors
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.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ashley Israel | Vandalia Wealth | Charleston | CFP | Percentage of assets, Hourly |
| Caleb Casto | Vandalia Wealth | Charleston | CFP | Percentage of assets, Hourly |
| Jonathan Dorsey | Vandalia Wealth | Beckley | CFP | Percentage of assets, Hourly |
| Chelsea Weiss | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Ian McIlvaine | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Jason Lunsford | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Jeffrey Borman | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| John Jones | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Lois Crichton | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Luke McClure | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Michael Cavendish | Vandalia Wealth | Beckley | Not listed | Percentage of assets, Hourly |
| Robert Nistendirk | WNA Wealth Management | Charleston | Not listed | Percentage of assets, Hourly |
| Todd Latocha | Blackwater Financial | Fairmont | CFP | Percentage of assets, Fixed fees |
| Ethan Layne | Layne Financial Group | Huntington | Not listed | Percentage of assets, Hourly |
| Jeremy Lowe | Fort Henry Capital | Wheeling | CFP | Percentage of assets, Hourly |
| Russell Dunkin | Fort Henry Capital | Wheeling | CFP | Percentage of assets, Hourly |
| Bradley Foster | NTV Asset Management | Charleston | CFA | Percentage of assets, Fixed fees |
| Cassandra Sakala | Strada Wealth Management | Hedgesville | Not listed | Hourly, Fixed fees |
| Dwain Blake | ABW | Green Bank | Not listed | Percentage of assets, Fixed fees |
| Ian Flores | NTV Asset Management | Charleston | Not listed | Percentage of assets, Fixed fees |
| James Thomas | NTV Asset Management | Charleston | Not listed | Percentage of assets, Fixed fees |
| John Valentine | NTV Asset Management | Charleston | Not listed | Percentage of assets, Fixed fees |
| John Valentine | NTV Asset Management | Charleston | Not listed | Percentage of assets, Fixed fees |
| John Williams | Ironwood Wealth Management | Hurricane | Not listed | Percentage of assets, Hourly |
| Megan Watterson | Ironwood Wealth Management | Hurricane | Not listed | Percentage of assets, Hourly |
| Thomas Anthony | Anthony Investment Management | Wheeling | Not listed | Percentage of assets, Fixed fees |
| Tyler Williams | Ironwood Wealth Management | Hurricane | Not listed | Percentage of assets, Hourly |
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