Financial advisors
Fee-only financial advisors in West Virginia
16 fee-only investment advisers in West Virginia serve individuals, across 10 cities. 13 offer hourly or flat-fee arrangements and 8 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
Fee-only advisers in West Virginia serving the most individuals
- McKinley Carter Wealth Services, Inc. Wheeling · 1,231 individual clients
- Vandalia Wealth Charleston · 469 individual clients
- Fort Henry Capital, LLC Wheeling · 466 individual clients
- Huffman & Ross Wealth Management LLC Morgantown · 408 individual clients
- NTV Asset Management, LLC Charleston · 338 individual clients
- Ironwood Wealth Management, Inc. Hurricane · 276 individual clients
- Steeloaks Investment Advisers, Inc. Weirton · 269 individual clients
- Taylor Capital Management Martinsburg · 207 individual clients
- Anthony Investment Management, LLC Wheeling · 105 individual clients
- Ja Investment Management, LLC Hurricane · 67 individual clients
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Other West Virginia cities
Davin
Fairmont
- Blackwater Financial $47M
Huntington
Hurricane
Lewisburg
Martinsburg
Morgantown
Weirton
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.