#1Act Advisors
ACT ADVISORS, LLC
Based in Asheville, NC
Retirement Plan Advisors in Buncombe County, NC
The top-ranked retirement plan advisors serving Buncombe County, NC are Act Advisors, Altamont Capital Management and Collie Financial Planning, Inc.. We list 4 retirement plan advisors serving Buncombe County, NC. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Buncombe County, NC. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Buncombe County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Act Advisors | SEC-registered investment adviser (CRD)#173120 | Asheville, NC | (828) 398-2802 |
| 2 | Altamont Capital Management | SEC-registered investment adviser (CRD)#118979 | Asheville, NC | (828) 236-0610 |
| 3 | Collie Financial Planning, Inc. | SEC-registered investment adviser (CRD)#134884 | Black Mountain, NC | (828) 654-8830 |
| 4 | Joel Adams And Associates Inc. | SEC-registered investment adviser (CRD)#319379 | Asheville, NC | (828) 251-9700 |
#2Altamont Capital Management
ALTAMONT CAPITAL MANAGEMENT, LLC.Based in Asheville, NC#3Collie Financial Planning, Inc.
COLLIE FINANCIAL PLANNING, INC.Based in Black Mountain, NC#4Joel Adams And Associates Inc.
JOEL ADAMS AND ASSOCIATES INC.Based in Asheville, NC
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Frequently asked questions
How many retirement plan advisors serve Buncombe County?
We list 4 retirement plan advisors serving Buncombe County, NC: 4 based there and 0 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Buncombe County?
The top-ranked retirement plan advisors serving Buncombe County, NC are Act Advisors, Altamont Capital Management, Collie Financial Planning, Inc. and Joel Adams And Associates Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Buncombe County are verified against official records?
4 of the top 4 match an active official record: Act Advisors (U.S. Securities and Exchange Commission), Altamont Capital Management (U.S. Securities and Exchange Commission), Collie Financial Planning, Inc. (U.S. Securities and Exchange Commission) and Joel Adams And Associates Inc. (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Buncombe County
Communities served
Black Mountain, Woodfin, Swannanoa, Weaverville, Royal Pines, Fairview, Avery Creek, Emma, Biltmore Forest, Bent Creek, Montreat, Barnardsville