Lynchburg Wealth Management
Lynchburg, Virginia
Lynchburg Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 100 individual clients, 15 of them high net worth.
- Its average account is about $248,000 (assets it manages divided by its 314 accounts).
- Its hourly rate of $250 is below the Virginia median of $325.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Lynchburg, Virginia |
|---|---|
| Website | lynchburgwealth.com |
| [email protected] | |
| Phone | (434) 515-0380 |
Questions about Lynchburg Wealth Management
How much does Lynchburg Wealth Management charge?
Lynchburg Wealth Management publishes these prices: one-time plan: from $2,000; hourly: $250 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Lynchburg Wealth Management paid?
Lynchburg Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Lynchburg Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lynchburg Wealth Management.
What is the average account at Lynchburg Wealth Management?
Lynchburg Wealth Management's average account is about $248,000. That's the assets on its Form ADV divided by its 314 accounts.
Lynchburg Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Our base planning fee is $2,000 and increases with complexity at our hourly rate of $250." source
"Our base planning fee is $2,000 and increases with complexity at our hourly rate of $250." source
"Our fee is based on assets under management, at 1% on first $1MM, 0.5% after." source
"Our fee is based on assets under management, at 1% on first $1MM, 0.5% after." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $78 million |
| Individual clients | 85 |
| High-net-worth clients | 15 |
| Accounts managed | 314 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 284344 |