Firm
Advanta Wealth Management
Lynchburg, Virginia
Fee-only
Advanta Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 66 individual clients, 14 of them high net worth.
- Its average account is about $966,000 (assets it manages divided by its 66 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Lynchburg, Virginia |
|---|---|
| Website | advantawm.com |
| [email protected] | |
| Phone | (434) 255-0255 |
Advanta Wealth Management fees
Advanta Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $64 million |
| Individual clients | 52 |
| High-net-worth clients | 14 |
| Accounts managed | 66 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 326877 |