WNA Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WNA Wealth Management provides investment advisory and financial planning services to individual clients, offering managed accounts (both discretionary and non-discretionary) and an asset-allocation program delivered through Savant Wealth Management. The firm’s brochure states there is no account minimum and also describes services and fee arrangements for retirement plan management.
The firm’s stated approach centers on written investment policy statements, asset allocation, dollar-cost averaging, and a mix of long- and short-term strategies, with ongoing monitoring and at least quarterly reviews. WNA discloses the firm’s assets under management by account type (approximately $30.3 million discretionary and $1.74 million non-discretionary as of December 31, 2025) and requires client authorization for discretionary trading when used.
WNA is affiliated with Woomer Nistendirk Associates, an accounting and consulting firm with the same owners, and the brochure discloses potential conflicts and that clients may be recommended to use the affiliate for tax and accounting work. The firm also outsources portfolio management and operational functions through the Savant Advisor Services program (including specified revenue-sharing arrangements), requests clients use custodians with which it has relationships, does not aggregate client orders, and notes reliance on service providers that use artificial intelligence components with related due-diligence practices.
Client services
Expertise
Fee options
Fixed fees for financial planning projects range from $1,000 to $5,000
Under $1,000,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Hourly fees range from $100 to $210 per hour
Fee-only: Financial planning fees charged as fixed fees ranging from $1,000 to $5,000 per project or hourly fees from $100 to $210 per hour
Main office
231 Capitol Street, Suite 400
Charleston WV 25301
Advisors at this office
1
Most active in
West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")