Act Advisors fees and pricing

Firm size: 10 employees.
Registered as an adviser: 2014 (12 years).

Financial planner in Asheville, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Act Advisors charges a monthly fee of $600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $600/mo; “ACT Advisors will generally charge the Client an additional $600 monthly in advance for a minimum of 24 months.”

Payment and refund terms, quoted from the fee section of the brochure.

“Investment Advisory Services ACT Advisors shall charge an annual investment management fee on a negotiable fee basis based upon a percentage of the market value of the assets being managed by ACT Advisors.”
“Investment management fees are paid quarterly in advance unless a specific situation calls for a calculation in arrears.”
“Investment management fees shall be prorated and paid quarterly based upon the market value of the assets on the last business day of the previous quarter.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 420
Employees: 10
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $498,875,199
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 173120
Website: youtube.com/actadvisors (opens in new tab)
Phone: (828) 398-2802

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.