SA

Stacey Mcintosh Anderson

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
325 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$444.0M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$7,500 - $12,000

Investment advisory fees are individually negotiated, with the general range between 0.25% to 0.99% depending on the assets under management. Financial planning fees for stand-alone services typically range from $7,500 to $12,000 per year, but are negotiable. There is no minimum account size for investment advisory services, but certain accounts may be subject to a minimum annual fee. Manager fees, when applicable, range from 0.12% to 0.50% per year and are added to CGFA's advisory fees.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

1127-B Hendersonville Road, Asheville, NC, 28803

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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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Other Business Activities

Stacey works as a retirement plan advisor with Colton Groome Financial since 2019. This investment-related activity takes about a quarter of her time and provides an annual salary.

Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
August 2019 - Present · 6 yrs 5 mos
Valmark Securities, INC.Broker
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC Broker
February 2017 - August 2019 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLC
February 2017 - August 2019 · 2 yrs 6 mos
LPL Financial LLC
January 2015 - March 2017 · 2 yrs 2 mos
LPL Financial LLC Broker
November 2014 - March 2017 · 2 yrs 4 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.