Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
325 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$444.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1127-B Hendersonville Road, Asheville, NC, 28803

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
February 2024 - Present · 2 yrs
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Robin Vickery Barber - Financial Advisor | TrueAdvisor