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.
Hendersonville
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
18
non-vetted advisors in your local area. These financial advisors in
Hendersonville, North Carolina
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Hendersonville, 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
Hendersonville, North Carolina.
Qualified Financial Advisors in Hendersonville, 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 |
Adam Wiles
CFP® GLOBAL VIEW, LLC 420 E Park Ave, Suite 303, Greenville, SC 29601 |
15 | Not Specified | $250,000 | Fee-Only |
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, Based on Assets, Flat Fee
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, Based on Assets, Commissions, Flat Fee
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# 4798512
Firm CRD# 145499
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
Office Location
420 E Park Ave,
Suite 303,
Greenville,
SC
29601
Phone Number
864-272-0818
Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.
Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER™ Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs. Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal. Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.
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
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Jack Walsh Inquire with Jack |
1903 Asheville Hwy, Ste E, Hendersonville, NC 28791 | 828-513-1040 |
Robert J Dotson Inquire with Robert |
16 Towne Place Dr, Ste 120, Hendersonville, NC 28792 | 828-697-6888 |
Clear Picture Retirement Plans Inquire with Clear |
603 5th Avenue West, Hendersonville, NC 28739 | 828-475-6020 |
Tom Owens Inquire with Tom |
539 North Main St, Hendersonville, NC 28792 | 828-696-7449 |
Gary G. Faulkner Inquire with Gary |
539 North Main St, Hendersonville, NC 28792 | 828-696-7560 |
Edward Jones Inquire with Edward |
421 S Church St, Suite 200A, Hendersonville, NC 28792 | 828-696-0834 |
Edward Jones Inquire with Edward |
101 Chadwick Square Court, Suite C, Hendersonville, NC 28739 | 828-696-1754 |
Edward Jones Inquire with Edward |
101 E Allen Street, Suite 208, Hendersonville, NC 28792 | 828-696-2332 |
Edward Jones Inquire with Edward |
1303 7th Ave E, Suite A, Hendersonville, NC 28792 | 828-393-5093 |
Edward Jones Inquire with Edward |
1507 Haywood Rd, Suite B, Hendersonville, NC 28791 | 828-694-3629 |
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