#1Mauney-pitt Financial Management, Inc.
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
Serves this area from Shelby, NC (23 mi)
Retirement Plan Advisors in Rutherford County, NC
The top-ranked retirement plan advisors serving Rutherford County, NC are Mauney-pitt Financial Management, Inc., Collie Financial Planning, Inc. and Mtm Investment Management, LLC. We list 7 retirement plan advisors serving Rutherford County, NC. 7 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 Rutherford County, NC. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Rutherford County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Mauney-pitt Financial Management, Inc. | SEC-registered investment adviser (CRD)#337870 | Shelby, NC (23 mi) | (704) 481-0101 |
| 2 | Collie Financial Planning, Inc. | SEC-registered investment adviser (CRD)#134884 | Black Mountain, NC (27 mi) | (828) 654-8830 |
| 3 | Mtm Investment Management, LLC | SEC-registered investment adviser (CRD)#297500 | Spartanburg, SC (31 mi) | (864) 582-7000 |
| 4 | Colonial Trust Advisors, Inc. | SEC-registered investment adviser (CRD)#110257 | Spartanburg, SC (31 mi) | (864) 582-3356 |
| 5 | Act Advisors | SEC-registered investment adviser (CRD)#173120 | Asheville, NC (38 mi) | (828) 398-2802 |
| 6 | Altamont Capital Management | SEC-registered investment adviser (CRD)#118979 | Asheville, NC (38 mi) | (828) 236-0610 |
| 7 | Joel Adams And Associates Inc. | SEC-registered investment adviser (CRD)#319379 | Asheville, NC (39 mi) | (828) 251-9700 |
#2Collie Financial Planning, Inc.
COLLIE FINANCIAL PLANNING, INC.Serves this area from Black Mountain, NC (27 mi)#3Mtm Investment Management, LLC
MTM INVESTMENT MANAGEMENT, LLCServes this area from Spartanburg, SC (31 mi)#4Colonial Trust Advisors, Inc.
COLONIAL TRUST ADVISORS, INC.Serves this area from Spartanburg, SC (31 mi)#5Act Advisors
ACT ADVISORS, LLCServes this area from Asheville, NC (38 mi)#6Altamont Capital Management
ALTAMONT CAPITAL MANAGEMENT, LLC.Serves this area from Asheville, NC (38 mi)#7Joel Adams And Associates Inc.
JOEL ADAMS AND ASSOCIATES INC.Serves this area from Asheville, NC (39 mi)
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Frequently asked questions
How many retirement plan advisors serve Rutherford County?
We list 7 retirement plan advisors serving Rutherford County, NC: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Rutherford County?
The top-ranked retirement plan advisors serving Rutherford County, NC are Mauney-pitt Financial Management, Inc., Collie Financial Planning, Inc., Mtm Investment Management, LLC, Colonial Trust Advisors, Inc. and Act Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Rutherford County are verified against official records?
7 of the top 7 match an active official record: Mauney-pitt Financial Management, Inc. (U.S. Securities and Exchange Commission), Collie Financial Planning, Inc. (U.S. Securities and Exchange Commission), Mtm Investment Management, LLC (U.S. Securities and Exchange Commission), Colonial Trust Advisors, Inc. (U.S. Securities and Exchange Commission) and Act Advisors (U.S. Securities and Exchange Commission), and 2 more on this page. 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 .
Communities served
Forest City, Spindale, Rutherfordton, Lake Lure, Ellenboro, Caroleen, Cliffside, Henrietta, Bostic, Ruth, Chimney Rock Village