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
| $104,436,254 | 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.
Methodology
To generate our top financial advisors list in Black Mountain, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Black Mountain. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersEducational 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.
Methodology
To generate our top financial advisors list in Black Mountain, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Black Mountain. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.