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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Asheville
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
55
non-vetted advisors in your local area. These financial advisors in
Asheville, North Carolina
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Asheville, North Carolina
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Asheville, North Carolina.
| Qualified Financial Advisors in Asheville, North Carolina | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Pat Latta
ACT ADVISORS WEALTH MANAGEMENT 521 College Street, Asheville, NC 28801 |
21 | $50,000,000 | $500,000 | Fee-Based |
| Tony Montanari
CIMA® ACM WEALTH MANAGEMENT Serving Asheville Surrounding Area, 38 Orchard Street, Asheville, NC 28801 |
23 | $130,000,000 | 500,000 | Fee-Based |
| Roy Janse
CFP®, AIF® GOLDFINCH WEALTH MANAGEMENT 325 Rocky Slope Road, Suite 302, Greenville, SC 29607 |
19 | $162mm | Not Specified | Not Specified |
Qualifications
CRD# 4395019
Firm CRD# 173120
Series 6, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
521 College Street,
Asheville,
NC
28801
Phone Number
828-398-2802
With over 20 years as a financial advisor, Pat Latta's experience and knowledge make him a valuable resource for his clients. Pat specializes in developing personal wealth strategies for individuals in career transitions, typically for clients who will be retiring in the next 10 years or who are already retired. As a former retirement plan advisor, Pat is experienced with employer benefits available to working professionals. Pat is the former plan administrator for Mission Hospital where he helped over 5,000 employees plan for their retirement. Pat served as the financial advisor on United Services Credit Union's 401(k) plan where he worked with credit union executives and employees. He was a USCU board member for 5 years and was Board Chairman for 2 years. Pat also established and managed in-house brokerage services for USCU's members and has been a credit union member for over 20 years. The Latta family has lived in the Asheville area for over 30 years. Pat holds the following registrations, licenses and professional designations: - Uniform Investment Adviser Law Examination (series 65) with ACT Advisors, LLC - Uniform Securities State Law Examination (series 63) with LPL Financial - Investment Company and Variable Contracts Products Representative Exam (series 6) with LPL Financial - Long Term Care Licensed - Life, Health, and Variable Annuity Insurance Agent. -Such registration does not imply any specific level of skill or training.
At ACT Advisors, we provide independent, personalized, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs. As a Registered Investment Advisor (RIA), we are a fiduciary. This means that we put our clients before ourselves. When providing investment advice, our advisors have a fundamental obligation to act in the best interests of our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
Serving Asheville Surrounding Area,
38 Orchard Street,
Asheville,
NC
28801
Phone Number
877-707-5429
Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he has held the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning since 2003 and is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investment Management Consultants Association (IMCA). Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is an active member of Verdict Ridge Country Club, the Investment Management Consultants Association and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area with his wife Lesley, and their three children, Evan, Logan and Emma.
As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 4568949
Firm CRD# 8032
Series 7, 66
Office Location
325 Rocky Slope Road, Suite 302,
Greenville,
SC
29607
Phone Number
864-375-4700
Roy's priority is assisting his clients in pursuing their unique financial goals with the greatest confidence. By developing sophisticated financial plans as well as managing customized investment portfolios, Roy and his team help their clients pursue their financial goals with the goal of decreased volatility and optimized returns. He has built a strong practice working with individuals, couples, small business owners, and corporations. During the summer of 1996, Roy participated in the 1996 Atlanta Olympic Summer Games as a member of the Canadian sailing team. He and his teammate placed 11th in the two person Tornado catamaran event. As a financial advisor, Roy takes the same high level Olympic performance approach in helping clients identify, plan and work towards achieving their financial goals. Roy began his financial career in 2002 as a personal and business financial advisor for a national firm. Seeking to offer his clients true independent and fiduciary level advice while managing their assets, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC. This drive, to always offer the best available service and solutions to his clients, had him on January 1st, 2021 further rebrand as Goldfinch Wealth Management. Over the years he has developed a diverse and talented team of advisors and support personnel to provide the level of investment management, financial planning and service his clients have come to expect. We all have goals and we all have worries. Roy's team can help you work towards accomplishing your goals, while doing the worrying for you.
As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources. By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals. Roy Janse is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Roy Janse is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Roy Janse is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Roy Janse is required to act in a fiduciary capacity.
More information is available in Commonwealth’s Form CRSAdvisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Asheville, North Carolina (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| PARSEC FINANCIAL
6 Wall St, Asheville, NC 28801 |
$4,226,304,258 | 6171 |
A percentage of AUM Fixed fees |
| CORNERSTONE ADVISORS, LLC
1075 Hendersonville Rd , Suite 250, Asheville, NC 28803 |
$1,852,586,683 | 2 |
A percentage of AUM |
| ACT ADVISORS
521 College Street, Asheville, NC 28801 |
$389,880,184 | 930 |
A percentage of AUM Fixed fees |
| COLTON GROOME FINANCIAL ADVISORS, LLC
1127-B Hendersonville Road, Asheville, NC 28803 |
$283,499,800 | 633 |
A percentage of AUM Hourly charges Fixed fees Other (FEE BASED ON VARIOUS FACTORS - SEE PART 2 OF FORM ADV.) |
| ALTAMONT CAPITAL MANAGEMENT
100 Coxe Avenue, Asheville, NC 28801 |
$235,368,426 | 342 |
A percentage of AUM Hourly charges |
| MILLBANK DARTMOOR PORTSMOUTH LLC
22 South Pack Square , Suite 401, Asheville, NC 28801 |
$216,577,991 | 4 |
A percentage of AUM |
| JOEL ADAMS AND ASSOCIATES INC.
545 Merrimon Avenue, Asheville, NC 28804 |
$207,114,408 | 676 |
A percentage of AUM Hourly charges Fixed fees |
| EARTH EQUITY ADVISORS, LLC
40 N. Merrimon Ave. , Suite 30, Asheville, NC 28804 |
$178,491,035 | 628 |
A percentage of AUM Hourly charges Fixed fees |
| HORIZONS WEALTH MANAGEMENT
82 Patton Ave. , Suite 210, Asheville, NC 28801 |
$163,298,018 | 507 |
A percentage of AUM Hourly charges Fixed fees |
| WELLS FINANCIAL MANAGEMENT, LLC
56 Central Avenue , Suite 105, Asheville, NC 28801 |
$117,331,986 | 302 |
A percentage of AUM Fixed fees |
| HOLCOMBE & MCGRATH
12a Bay Street, Asheville, NC 28801 |
$116,533,595 | 279 |
A percentage of AUM Hourly charges |
| DAVIS FINANCIAL PLANNING
111 Central Avenue, Asheville, NC 28801 |
$104,974,126 | 237 |
Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Adam Stanford Inquire with Adam |
500 College St, Asheville, NC 28801 | 828-250-8770 |
| Brandon Scott Powell Inquire with Brandon |
500 College St, Asheville, NC 28801 | 828-250-8750 |
| Mark K Lear Inquire with Mark |
2 Town Square Blvd, Ste 360, Asheville, NC 28803 | 828-687-0183 |
| David W Sanders Inquire with David |
500 College St, Asheville, NC 28801 | 828-250-8748 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
500 College St, Asheville, NC 28801 | 828-255-7842 |
| Paragon Financial, LLC Inquire with Paragon |
79 Woodfin Place, Suite 201, Asheville, NC 28801 | 828-232-0549 |
| Stephen R. Judge, ChFC, CLU Inquire with Stephen |
1 Oak Street, Suite 206, Asheville, NC 28801 | 828-348-5216 |
| Carl E Powell Inquire with Carl |
500 College St, Asheville, NC 28801 | 828-250-8739 |
| John A. Kramer Inquire with John |
500 College St, Asheville, NC 28801 | 828-250-8757 |
| David K Wilhelm Inquire with David |
500 College St, Asheville, NC 28801 | 828-250-8747 |
Grow your AUM with pre-qualified leads!
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