A complete list of active advisors currently associated with Vandalia Wealth
Warmer can help you find a great advisor at Vandalia Wealth or one who fits your needs even better.
Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory (3(21)/3(38)) services to individuals, trusts, estates, businesses, and retirement plans. The firm charges percentage-of-AUM fees for wealth management and also offers standalone financial planning engagements billed hourly or as fixed fees, consistent with its disclosed fee schedules. The firm constructs portfolios primarily from model portfolios using low-cost mutual funds and ETFs, individual stocks and bonds, and may include alternative investments and digital assets where appropriate; its stated approach is generally long-term but permits shorter-term trading for rebalancing or client needs. Vandalia Wealth conducts internal due diligence on investments, may use sub-advisors or TAMPs for day-to-day management (notably Axxcess Wealth Management), and describes a fiduciary duty to clients in its Code of Ethics. Several operational and structural features distinguish Vandalia Wealth from many peers: it reports about $249.6 million in regulatory assets under management with four advisors and operates six offices, an uncommon office footprint for a supported firm. The brochure also discloses recent firm developments — a 2026 SEC registration after a 2021 founding, use of Axxcess during a client transition, compensation to promoters for referrals, licensed advisory personnel who may sell insurance, and the availability of larger fixed financial-planning engagements (up to $50,000) and alternative/digital-asset offerings.
To learn more about the advisors currently working at Vandalia Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Vandalia Wealth's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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