Firm
Vandalia Wealth
Charleston, West Virginia
Fee-only
Vandalia Wealth at a glance
- One of 12 fee-only firms based in West Virginia in the Wellspent graph.
- 14 advisors are listed here; 4 of 14 hold the CFP.
- Its Form ADV reports 22 employees and 469 individual clients, 25 of them high net worth.
- Its average account is about $532,000 (assets it manages divided by its 469 accounts).
Facts
| Based in | Charleston, West Virginia |
|---|---|
| Website | vandaliawealth.com |
| Phone | (304) 915-0260 |
Vandalia Wealth fees
Vandalia Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $250 million |
| Individual clients | 444 |
| High-net-worth clients | 25 |
| Accounts managed | 469 |
| Employees | 22 |
| Planning clients | 0 |
| Registered with | The SEC (801-135365) |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 340089 |