Vandalia Wealth fees and pricing
Financial planner in Charleston, West Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 10, 2026, Vandalia Wealth charges a flat or project fee of $5,000-$50,000 and an annual fee of $5,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$50,000
“Fixed fees range from $5,000 to $50,000.”
- Annual fee
- $5,000-$20,000/yr
“Fixed engagement fees are paid in advance of each calendar quarter, and range from $5,000 to $20,000 annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vandalia Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Vandalia Wealth’s fees compare
- Its flat or project fee of $5,000-$50,000 is above the West Virginia median of $4,525. 100% of the 7 other West Virginia planners that publish a flat or project fee charge less.
About Vandalia Wealth
- Firm size: 22 employees.
- Founded: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 469
- Employees
- 22
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $249,574,253
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340089
- Phone
- (304) 915-0260
Can advise clients in 18 states: California, Colorado, Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia
Other planners in Charleston that publish fees
- Jacobs & CompanyCharleston$150/hr
- Anthony Investment Management, LLCWheeling$100-$10,000
- Felton Wealth, LLCWheeling$500
- Fort Henry Capital, LLCWheeling$150-$400/hr, $500-$5,000
- Freedom Financial Advisors, LLCSouth Charleston$200-$3,000
- Global Freedom Financial LLCSouth Charleston$250/hr, $1,000-$12,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.