Top financial advisors in Black Mountain, NC
We've curated a list of the best financial advisors in Black Mountain, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $104,436,254 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Black Mountain, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Collie Financial Planning, Inc.
Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor established in 2005 by Michael Collie, CFP®, AIF®, CKA®. The firm offers comprehensive financial planning and investment portfolio management services to individuals, businesses, and retirement plans. Services include insurance planning, retirement planning, tax planning, and wealth transfer. Collie Financial Planning, Inc. operates as a fiduciary, acting in the best interests of clients, meeting professional standards of care, and avoiding conflicts of interest. The firm manages $145,304,968 in assets on a discretionary basis as of 12/31/2024. Clients can choose from fee structures including hourly rates starting at $150, quarterly advisory fees based on assets managed, and project-based fees ranging from $1,500 to $7,500+. The firm follows Modern Portfolio Theory for investment strategies, focusing on asset allocation and using no-load institutional funds or ETFs. Collie Financial Planning, Inc. reviews portfolios regularly, provides performance reports quarterly, and conducts annual reviews with clients to update financial strategies. The firm does not charge performance-based fees and serves individuals, high net worth individuals, corporate pension and profit-sharing plans, and corporations. Clients receive quarterly statements from custodians holding their assets, and the firm may vote proxies on clients' behalf with written authorization. Collie Financial Planning, Inc. has no disciplinary information or financial impairments affecting client commitments.
$104,436,254 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Black Mountain, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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