What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Asheville, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Asheville, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Employee Stock Options, Tax Planning, Cash flow / Budgeting, Debt Management, College Education Planning, Insurance Reviews, Comprehensive Financial Planning, Investment Management
Take control of your finances with a fee-only financial planner located in Raleigh, NC, serving those with equity compensation, advanced tax planning needs, and business owners locally and across the country
David Hunter
CFP®
Horizons Wealth Management
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner Serving Clients from Offices in Asheville, NC and Greenville, SC
Wes Johnson
CFP®
ACT Advisors®
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)
ACT Advisors® builds relationships founded on trust and serves clients with flat fee or AUM wealth management services to help sophisticated clients organize, strategize, grow and protect their assets through life’s transitions.
Mike Collie
CFP®, AIF®, CKA®, CMFC®
Collie Financial Planning, Inc.
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Certified Financial Planner with offices in Asheville and Black Mountain, NC and serving clients nationwide
R. Deaton Smith III
CFP®, ChFC®, WMCP®
Thayer Financial, L.L.C.
Hickory, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Hickory, NC, serving clients locally and across the country
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Asheville, NC
Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising
Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.
Jacob Sadler
CFP®
Curio Wealth
Asheville, NC
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning, Retirement Planning, Long Term Care Planning
Fee-Only Financial Planner located in Asheville NC, serving clients locally and across the country.
Wendolyn Forbes
MPAS®™, CFP®, CSRIC®, ABFP™
Wealth Transition Finance, A Member of Advisory Services Network, LLC
Waynesville, NC
Specialties: Financial Planning, Investment Management, Tax Planning Scenarios, Retirement Planning, Investment Portfolio Construction, Socially Responsible Investing, Behavioral Finance, Roth Conversion Planning, Inherited IRA Distribution Planning
Location independent fee-only financial planner serving clients in Western North Carolina and across the country.
Doug English
CFP®, MBA
ACT Advisors®
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)
ACT Advisors® builds relationships founded on trust and serves clients with flat fee or AUM wealth management services to help sophisticated clients organize, strategize, grow and protect their assets through life’s transitions.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
