Advanta Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and discretionary investment management to individuals and families, and also offers retirement-account review engagements. Services are offered as planning-only, investment-only, or combined wealth management engagements organized into multi-tiered service levels that include varying degrees of ongoing and advanced planning.
The firm’s investment process uses a mix of fundamental, technical, cyclical and economic analysis to construct diversified, asset-allocation-driven portfolios and can implement both long- and short-term strategies. It routinely implements strategies through independent custodians, takes discretionary trading authority, and at times uses third‑party investment technology and a sub‑advisor for tax‑efficient strategies and model portfolios while also offering proprietary in‑house investment vehicles for certain tiers.
Organizationally, the firm is a small, single‑owner advisory practice with centralized compliance and oversight, a structure that is less common among supported peers and results in more concentrated decision‑making. It also provides unusually detailed advanced planning services for substantial wealth—such as corporate structure optimization, cross‑border and multi‑state planning, and executive compensation/stock option coordination—and discloses custodial relationships and technology arrangements with a major custodian that create potential conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.05% $1,500,001 - $2,000,000: 0.95% $2,000,001 - $2,500,000: 0.85% $2,500,001+: Negotiable
Account minimum: $500,000 Minimum fee: Retirement Account Review fee of $600 per year Fee-only: Financial planning and Retirement Account Review fees; $600/year for retirement account review
Main office
828 Main St, Suite 1803
Lynchburg VA 24504
Advisors at this office
2
Most active in
North Carolina · Virginia
Also doing business as
Advanta Wealth Management · Je Spickard LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James S
Series 63, Series 65, Series 66
Lynchburg, VA
Advanta Wealth Management
James Spickard is a financial advisor at Advanta Wealth Management with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Selective Wealth Management, The Blackwater Group within Ameriprise Financial, Bb&T Investment Services, and Ameriprise. Advanta Wealth Management provides financial planning and discretionary investment management to individuals and families through multi-tiered service levels. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to build diversified portfolios, offering both long- and short-term strategies as well as advanced planning services for substantial wealth.
John K
Series 63, Series 65
Lynchburg, VA
Advanta Wealth Management
John Kunda Jr. is a financial advisor at Advanta Wealth Management in Lynchburg, VA, holding Series 63 and Series 65 licenses. He has been with Advanta Wealth Management since 2026 and has diverse prior experience across several industries including furniture, technology, and education. Advanta Wealth Management provides financial planning and discretionary investment management to individuals and families, offering planning-only, investment-only, or combined wealth management engagements with multi-tiered service levels. The firm employs a mix of fundamental, technical, cyclical, and economic analysis to build diversified, asset-allocation-driven portfolios and offers advanced planning services for substantial wealth.
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