#1Collie Financial Planning, Inc.
COLLIE FINANCIAL PLANNING, INC.
Serves this area from Black Mountain, NC (19 mi)
Retirement Plan Advisors in Yancey County, NC
The top-ranked retirement plan advisors serving Yancey County, NC are Collie Financial Planning, Inc., Joel Adams And Associates Inc. and Act Advisors. We list 4 retirement plan advisors serving Yancey 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 Yancey 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 Yancey County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Collie Financial Planning, Inc. | SEC-registered investment adviser (CRD)#134884 | Black Mountain, NC (19 mi) | (828) 654-8830 |
| 2 | Joel Adams And Associates Inc. | SEC-registered investment adviser (CRD)#319379 | Asheville, NC (23 mi) | (828) 251-9700 |
| 3 | Act Advisors | SEC-registered investment adviser (CRD)#173120 | Asheville, NC (24 mi) | (828) 398-2802 |
| 4 | Altamont Capital Management | SEC-registered investment adviser (CRD)#118979 | Asheville, NC (25 mi) | (828) 236-0610 |
#2Joel Adams And Associates Inc.
JOEL ADAMS AND ASSOCIATES INC.Serves this area from Asheville, NC (23 mi)#3Act Advisors
ACT ADVISORS, LLCServes this area from Asheville, NC (24 mi)#4Altamont Capital Management
ALTAMONT CAPITAL MANAGEMENT, LLC.Serves this area from Asheville, NC (25 mi)
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Frequently asked questions
How many retirement plan advisors serve Yancey County?
We list 4 retirement plan advisors serving Yancey County, NC: 0 based there and 4 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 Yancey County?
The top-ranked retirement plan advisors serving Yancey County, NC are Collie Financial Planning, Inc., Joel Adams And Associates Inc., Act Advisors and Altamont Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Yancey County are verified against official records?
4 of the top 4 match an active official record: Collie Financial Planning, Inc. (U.S. Securities and Exchange Commission), Joel Adams And Associates Inc. (U.S. Securities and Exchange Commission), Act Advisors (U.S. Securities and Exchange Commission) and Altamont Capital Management (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 .
Communities served
Burnsville