Ashley M Gragtmans
AG
CFP
Ashley M Gragtmans
AG
CFP

Ashley M Gragtmans

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Location

6 Wall Street, Asheville, NC, 28801

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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
Modera Wealth Management, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Parsec Financial
October 2013 - April 2023 · 9 yrs 6 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Ashley serves on local non-profit boards, inlcuding the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. She holds a bachelor of arts in both accounting and economics, and a minor in management from University of North Carolina at Asheville. Ashley’s passion is to help clients align their money with their goals and values. In her free time she enjoys being outside, hiking, mountain and road biking, gardening and spending time with her family.

Ashley M Gragtmans - Financial Advisor | TrueAdvisor