Anne Mcfarland
Anne Mcfarland is a CFP-designated registered investment advisor at Integrated Financial Coaching and Planning, based in Weaverville, NC, with 10 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 2 more. Their firm serves 18 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Financial Coaching and Planning's Comprehensive Advisory Services include investment management. The annual fee is a fixed dollar amount based on your investable assets. For clients with less than $300,000 in investable assets, the firm acknowledges that its fees may be higher than other options.
Contact
Anne Mcfarland
Location
Weaverville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne provides life and business coaching services through Anne L McFarland Coaching, a North Carolina registered DBA. She spends minimal time on this endeavor during normal working hours.
Employment History
Current Registrations
Integrated Financial Coaching and Planning
Previous Registrations
Davis Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Anne sees her role as being a partner to her clients as they navigate life changes. Whether it’s buying a home, or experiencing divorce or widowhood Anne supports clients in adjusting their goals and plans as life happens. She started in the financial planning in 2013 as an Associate Planner and earned the CERTIFIED FINANCIAL PLANNER™ designation three years later. Before becoming a financial planner, Anne was a professional librarian at museum and academic libraries.