Stacey Mcintosh Anderson

11 Years of Experience

Broker

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth

Colton Groome Financial Advisors, LLC

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

Location

1127-B Hendersonville Road, Asheville, NC, 28803

Get directions

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.

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.