Fee-OnlyFinder

Advisers in Charleston, WV

4 advisers in Charleston — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)

All advisers

Jacobs & Company179 Summers Street, Suite 307 · Charleston, WV 25301 · (304) 342-3535 · Financial planningCRD 109133 · % of assets, Hourly charges · $33.4 million AUMState registeredNo commissions reportedNtv Asset Management, LLC170 Summers Street, Suite 200 · Charleston, WV 25301 · (304) 353-9090 · Financial planningCRD 111062 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedVandalia Wealth500 Corporate Landing, Suite 201 · Charleston, WV 25311 · (304) 915-0260 · Financial planningCRD 340089 · % of assets, Hourly charges, Fixed fees · $249.6 million AUMSEC registeredNo commissions reportedWna Wealth Management, LLC231 Capitol Street, Suite 400 · Charleston, WV 25301 · (304) 342-2006 · Financial planningCRD 298510 · % of assets, Hourly charges, Fixed fees · $32.1 million AUMState registeredNo commissions reported
Talking to advisers in Charleston? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.