Fee-OnlyFinder

Advisers in Asheville, NC

10 advisers in Asheville — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (6)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Act Advisors521 College Street · Asheville, NC 28801 · (828) 398-2802 · Financial planningCRD 173120 · % of assets, Fixed fees, Other · $498.9 million AUMSEC registeredNo commissions reportedAgile Investments19 Rankin Avenue, Ste 124 · Asheville, NC 28801 · (615) 260-3845 · Hourly feesCRD 132924 · % of assets, Hourly charges, Fixed fees · $24.4 million AUMState registeredNo commissions reportedAltamont Capital Management100 Coxe Avenue · Asheville, NC 28801 · (828) 236-0610 · Financial planningCRD 118979 · % of assets, Hourly charges · $412.3 million AUMSEC registeredNo commissions reportedColton Groome Financial Advisors, LLC1127-B Hendersonville Road · Asheville, NC 28803 · (828) 252-1816 · Financial planningCRD 128365 · % of assets, Fixed fees, Other · $724.9 million AUMSEC registeredNo commissions reportedHolcombe & McGrath12a Bay Street · Asheville, NC 28801 · (828) 252-8228 · Financial planningCRD 121197 · % of assets, Hourly charges · $155.9 million AUMSEC registeredNo commissions reportedHorizons Wealth Management82 Patton Ave., Suite 206 · Asheville, NC 28801 · (828) 337-9395 · Financial planningCRD 127457 · % of assets, Hourly charges, Fixed fees · $258.2 million AUMSEC registeredNo commissions reportedJoel Adams and Associates INC.545 Merrimon Avenue · Asheville, NC 28804 · (828) 251-9700 · Financial planningCRD 319379 · % of assets, Hourly charges, Fixed fees · $305.6 million AUMSEC registeredNo commissions reportedShining Rock Advisors LLC34 Wall Street · Asheville, NC 28801 · (828) 380-0071 · % of assets managedCRD 311295 · % of assets · $153.8 million AUMSEC registeredNo commissions reportedWells Financial Management, LLC56 Central Avenue, Suite 105 · Asheville, NC 28801 · (828) 252-4144 · Financial planningCRD 158030 · % of assets, Fixed fees · $132.7 million AUMSEC registeredNo commissions reportedWessel Investment Counsel, L.L.C.22 South Pack Square, Suite 400 · Asheville, NC 28801 · (828) 232-2000 · Financial planningCRD 129911 · % of assets, Hourly charges, Fixed fees · $108.7 million AUMState registeredNo commissions reported
Talking to advisers in Asheville? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.