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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Other Business Activities

Todd's spouse manages an Air BnB rental property in Asheville, NC, which started in 2018. Todd spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
February 2024 - Present · 2 yrs
Valmark Securities, INC.Broker
February 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
July 2022 - February 2024 · 1 yr 7 mos
Edward JonesBroker
May 2022 - February 2024 · 1 yr 9 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.