Roland Mcintyre is a registered investment advisor at Mountaintop Wealth, based in Chattanooga, TN, with 8 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 15 clients with $390K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. When XYIS is used, XYIS retains 0.35% of the fee.
Fee Estimator
Location
Chattanooga, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Roland is the sole owner of MW Education LLC, a financial education firm providing financial literacy courses since February 2023. He dedicates minimal time to this business, focusing on course creation and business management.
Employment History
Current Registrations
Mountaintop Wealth
Previous Registrations
Mountaintop Wealth
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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.