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Wellspent public graph/Locations/United States/West Virginia
United States

Fee-only advisors in West Virginia

Fee-only advisors in Charleston, Hurricane and Wheeling, plus 8 other cities.

By the numbers

The Wellspent public graph lists 30 fee-only financial advisors serving West Virginia at 13 firms, most in Charleston, Wheeling and Hurricane. 20% hold the CFP certification. Of the 30 with fees on file, 97% charge percentage of assets.

Advisors listed
30
Firms
13
Cities
11
Hold the CFP
20%
  • Other credentials: CFA 3%
  • How they charge (of 30 with fees on file): percentage of assets 97% · fixed fees 90% · 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

Advisors serving West Virginia (30)

Fee-only advisors serving West Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Evan McClure Mcclure Private Wealth Maxwelton Not listed Percentage of assets, Hourly
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
Jonda Lowe Jondaknows Financial Group Huntinton Not listed Percentage of assets, Hourly
Megan Watterson Ironwood Wealth Management Hurricane Not listed Percentage of assets, Hourly
Micah Mysiuk Legacy Advisors Summersville Not listed Percentage of assets
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

Firms headquartered in West Virginia (12)