BCS Wealth Management, LLC, headquartered in Johnson City, TN, is a prominent investment advisory firm dedicated to helping clients achieve their financial goals. With a total of 11 skilled professionals, including 6 experienced investment advisors, they offer comprehensive wealth management services. BCS Wealth Management distinguishes itself in the industry with an impressive average of approximately $356,260,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees. This incentivizes their team to deliver exceptional results for their clients. BCS Wealth Management proudly serves over 540 individual clients, expertly managing more than $521,561,000 in assets. They specialize in catering to high net worth individuals, with the majority of the assets they manage belonging to this esteemed client segment. While BCS Wealth Management primarily focuses on managing discretionary assets, they also possess the expertise and capability to effectively manage employer funds. Additionally, although 401K and individual accounts represent less than 30% of their assets under management, they remain committed to providing exceptional service in these areas. Operating out of two offices, BCS Wealth Management is deeply rooted in the local community of Johnson City, TN. The firm boasts an exceptional team of advisors, including highly tenured professionals such as Nathan Goodwin, Nicholas Clay, and Myra O'Dell. These accomplished individuals, along with the entire team, are dedicated to delivering personalized and strategic investment solutions to their clients, ensuring their financial prosperity and peace of mind.

Marmo Financial Group, LLC is a reputable investment advisory firm based in Johnson City, TN. With one office location, they have established themselves as a reliable and trusted partner in the financial industry. With a total of 9 employees, including 2 dedicated investment advisors, Marmo Financial Group, LLC offers a personalized approach to investment management. With an average of $99,430,000 in assets under management per investment advisor, Marmo Financial Group, LLC demonstrates a solid track record and financial expertise. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of the firm's assets under management come from employer 401Ks and individual clients, showcasing their extensive experience and proficiency in this space. As a discretionary asset management firm, Marmo Financial Group, LLC has complete authority to make investment decisions on behalf of their clients. With over 900 individual clients and an impressive $198,860,000 in assets under management, the firm has built a strong client base. Scott Marmo and Sasha Stewart, two of the longest tenured registered advisors, bring a wealth of experience and expertise to the company. Overall, Marmo Financial Group, LLC is committed to providing exceptional financial advisory services, tailored to their clients' unique goals and needs. Through their knowledgeable team and comprehensive range of compensation options, they strive to deliver excellent results and foster long-term financial success for their clients.

Joel Adams And Associates Inc. is a small investment advisory firm based out of Asheville, NC, specializing in providing comprehensive financial planning and investment management services. With their main office located in the heart of Asheville, they serve a diverse client base in the local community and beyond. Led by Joel Adams, a seasoned financial advisor with years of industry experience, the firm boasts a team of three dedicated professionals committed to helping clients achieve their financial goals. One of their key strengths lies in their expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their impressive $207,420,000 in assets under management. Joel Adams And Associates Inc. prides itself on its high level of personalized service, tailoring investment strategies to each client's unique circumstances and aspirations. They employ a discretionary investment approach, granting them the authority to make investment decisions on behalf of their clients, ensuring agility in adapting to market conditions and client preferences. The firm's compensation structure is designed to align their interests with their clients, with various options including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and a client-centric focus, while also reflecting their commitment to delivering value. With over 240 individual clients and $207,417,000 in assets under management, Joel Adams And Associates Inc. has earned a reputation for its integrity, professionalism, and long-term client relationships. The addition of registered advisor Bray Creech, who joined the firm in 2022, further strengthens their team and their ability to provide exceptional service to their growing client base.

Allen Wealth Management, LLC, headquartered in Boone, NC, is a small investment advisory firm dedicated to helping individuals and employer 401Ks achieve their financial goals. With seven talented employees, three of whom specialize in providing comprehensive investment advisory services, they bring a wealth of knowledge and expertise to their clients. The firm's impressive average of approximately $32,140,000 in assets under management per investment advisor is a testament to their commitment to delivering exceptional results. Their compensation structure is flexible, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients can choose a plan that aligns with their specific needs. Allen Wealth Management, LLC takes pride in their extensive client base, which includes over 800 individual clients and total assets under management of more than $382,320,000. Notably, a significant portion of their assets are derived from employer 401Ks and individuals, demonstrating their strong experience and expertise in this sector. With a remarkable 74% of their managed assets being discretionary, Allen Wealth Management, LLC enjoys the trust of their clients to make strategic investment decisions on their behalf. Their commitment to personalized service and attention to detail has established lasting relationships with their clientele. Within their Boone office, several of the firm's most experienced and dedicated advisors have made significant contributions to its success. Bradley Greer, Jonathan Allen, and Eric Franklin are among the longest tenured advisors, each bringing their unique perspectives and expertise to further enhance the firm's services. Allen Wealth Management, LLC stands as a reputable and reliable partner for individuals and employer 401Ks seeking comprehensive investment advisory services in the Boone, NC area and beyond.

Concord Wealth Partners, based out of Abingdon, VA, is a local investment advisory firm with a dedicated team of professionals. With a total of 17 employees, 13 of whom provide investment advisory services, Concord Wealth Partners offers comprehensive financial guidance to a diverse clientele. Their extensive expertise is reflected in the management of over $693,838,000 in assets under their care, with an average of $63,110,000 in assets per investment advisor, aligning with industry standards. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to each client's unique needs. Concord Wealth Partners prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they oversee falling under this category. This level of trust is further bolstered by their experience in handling employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. With eight offices serving the local community, Concord Wealth Partners has established itself as a reputable institution in the region. The firm boasts a seasoned team of advisors, including Justin Lopez, Jonathan Lopez, and Jonathan Weatherly, who bring a wealth of knowledge and expertise to their clients. By cultivating strong relationships and providing personalized financial solutions, Concord Wealth Partners strives to help individuals and businesses achieve their investment goals and secure their financial future.

Collie Financial Planning, Inc. is a reputable investment advisory firm based in Black Mountain, NC. With a team of dedicated professionals, the company focuses on providing comprehensive financial planning services to individuals and businesses alike. The firm has established itself as a trusted partner in the industry, catering to a diverse clientele. Led by Michael Collie, one of the longest tenured registered advisors since joining the firm in 2015, Collie Financial Planning, Inc. boasts a wealth of experience and expertise. Their commitment to client satisfaction is evident in their personalized approach, ensuring tailored financial solutions that align with individual goals and aspirations. With a total of two offices, Collie Financial Planning, Inc. combines convenience with accessibility for their clients. They have amassed over 170 individual clients, managing assets totaling more than $104,436,000. Notably, approximately half of these assets under management come from employer 401Ks and individuals, a testament to the firm's proficiency in this area. Collie Financial Planning, Inc. embraces a versatile compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to select the payment method that best suits their preferences. Furthermore, the firm's investment advisors collectively oversee an average of $41,630,000 in assets under management per advisor, demonstrating their capacity to handle substantial portfolios. With a client-centric approach and 100% discretionary management, Collie Financial Planning, Inc. continues to build a strong reputation in the financial planning industry, ensuring the financial well-being of their valued clients.

Aldebaran Financial Inc is a small investment advisory firm based out of Kingsport, TN. With 1 office, the company prides itself on delivering personalized financial solutions to its clients. With a team of 7 employees, including 2 dedicated investment advisors, Aldebaran Financial Inc manages an average of $111,190,000 in assets per advisor, aligning with industry standards. The compensation structure at Aldebaran Financial Inc encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. Their expertise lies in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management. The firm boasts extensive experience in this particular area. In addition to investment advisory services, Aldebaran Financial Inc also offers legal services through their team of lawyers and law firms. Their client base consists of over 680 individuals, entrusting the firm with a total of $222,387,000 in assets under management. Notably, the company's success can be attributed in part to the expertise and dedication of their longest tenured advisors, including Brian Brummett, Peter Raber, and Justin Lester. Aldebaran Financial Inc operates under a discretionary model, meaning that they have full authority to make investment decisions on behalf of their clients. This approach enables them to tailor investment strategies and allocate resources effectively to maximize returns. Overall, Aldebaran Financial Inc distinguishes itself through its comprehensive suite of financial services, seasoned advisors, and commitment to personalized client experiences. Whether individuals seek investment advice or legal counsel, the firm strives to provide trusted guidance and valuable solutions to help clients achieve their financial goals.