Advisor at WNA Wealth Management, LLC
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Firm
WNA Wealth Management, LLC
Location
Charleston, WV 25301
Credentials
Series 65
Industry experience
2 years
Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.
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
231 Capitol Street, Suite 400
Charleston, WV 25301
West Virginia
WNA Wealth Management, LLC
2018 - Present (8 years)
Costanzo Woomer Nistendirck, PLLC
1996 - Present (30 years)
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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
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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
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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.
Series 65
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