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Credentials
Series 63, Series 65, Series 66
Experience Industry experience
26 years
Location
Weaverville, NC
Preserve Wealth Management
Independent
Total advisors
1Clients per advisor
25 TypicalAvg AUM per client
$3,126,426 Very HighHNW client ratio
68% Very HighDaniel Heth is a financial advisor at Preserve Wealth Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at UBS Financial Services and Merrill prior to founding his current firm. He is involved with the Heth Family Foundation, where he participates in grant making and investment allocation. Preserve Wealth Management serves individuals, high-net-worth families, pension/401(k) plans, and corporations, offering discretionary portfolio management and integrated financial planning. The firm’s investment approach incorporates quantitative risk modeling and a documented planning workflow, utilizing a range of institutional funds and alternative instruments alongside pension consulting services.
Based on Preserve Wealth Management
Based on Preserve Wealth Management
One-time financial planning fees up to $15,000, $500 deposit required
$0+: 0.75% for Investment Advisory Services only (discretionary) $0+: 0.50% for Investment Advisory Services with Ongoing Financial Planning (Tier I) $0+: 0.50% for Investment Advisory Services with Ongoing Wealth Management (Tier II) $0 - $2,000,000: 0.85% for Pension Consulting Services $2,000,001 - $5,000,000: 0.60% for Pension Consulting Services $5,000,001 - $10,000,000: 0.40% for Pension Consulting Services $10,000,001 - $15,000,000: 0.25% for Pension Consulting Services $15,000,001 - $20,000,000: 0.15% for Pension Consulting Services $20,000,001+: 0.10% for Pension Consulting Services
Ongoing Financial Planning fees: $10,000/year (Tier I), $25,000/year (Tier II)
Account minimum: $3,000,000 Minimum fee: $5,000 minimum fee for Investment Advisory Services only and Pension Consulting Services (first $2,000,000)
Weaverville, NC
Weaverville NC
Advisors at this office
1
New Jersey · North Carolina · Pennsylvania
26 years of industry experience
Preserve Wealth Management, LLC
2019 - Present • 7 years
Weaverville, NC
UBS financial Services INC
2008 - 2019 • 11 years
Conshohocken, PA
Merrill
2004 - 2008 • 4 years
Philadelphia, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Weaverville, NC
Integrated Financial Coaching and Planning
Anne McFarland is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She is the principal of Integrated Financial Coaching and Planning and previously worked at Davis Financial Planning. In addition to her advisory role, she provides business and life coaching through a separate entity, Anne L McFarland Coaching. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses, offering financial planning, investment management, and focused Financial Fitness Review engagements. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with an emphasis on periodic rebalancing and factor tilts, operating under a fee-only, fixed annual fee structure.
CFP®, CFA®, Series 63
Asheville, NC
Wessel Investment Counsel, L.L.C.
Elmer Wessel is the principal advisor at Wessel Investment Counsel, L.L.C. in Asheville, NC, holding CFP®, CFA®, and Series 63 designations with 22 years of industry experience. He has been with Wessel Investment Counsel since 2003. Wessel Investment Counsel provides personalized asset management and financial planning services to both high-net-worth and non-HNW individual clients. The firm uses a combination of fundamental, technical, and cyclical analysis supported by third-party research, offering discretionary and non-discretionary portfolio management alongside financial planning tailored to client needs.
CFP®, ChFC®, Series 63, Series 65
Asheville, NC
Coleman Advisory, LLC
John Coleman is a CFP® and ChFC® with 16 years of experience in financial advisory services. He is the sole advisor at Coleman Advisory, LLC, based in Asheville, NC, and previously worked at Questar Asset Management. In addition to his advisory work, he is licensed to offer life insurance, long-term care, and annuity products. Coleman Advisory provides personalized financial planning, investment advisory, and portfolio management to individuals, trusts, estates, small businesses, and select corporate pension and profit-sharing plans. The firm emphasizes asset allocation, multi-level diversification, and tailored investment policy statements, offering a range of strategies from buy-and-hold to tactical management depending on client needs.
CFP®
Asheville, NC
Pollock Planning Associates Inc.
Steven Pollock is a CFP® professional with 13 years of industry experience. He has been the sole advisor at Pollock Planning Associates Inc. since 2001, operating an independent advisory firm based in Asheville, NC. Pollock Planning Associates, Inc. is an SEC-registered independent advisory firm serving primarily high-net-worth individuals, trusts, and estates. The firm offers discretionary investment management and financial planning services, utilizing a diversified asset allocation approach that includes mutual funds, ETFs, individual equities, and fixed income, with an emphasis on periodic portfolio reviews and consolidated reporting.
CFP®, Series 63, Series 65
Asheville, NC
Wells Financial Management, LLC
David Wells is a CFP®-certified financial advisor with 32 years of industry experience. He has led Wells Financial Management, LLC since 2011. The firm serves individual and high-net-worth clients as well as entities such as corporations, trusts, estates, and charitable organizations, providing discretionary investment portfolio management and financial planning. Wells Financial Management emphasizes diversified, asset-allocation strategies tailored to client-specific goals and incorporates macro risk assessment, quantitative and qualitative screening, and may include ESG considerations and alternative strategies when appropriate.
CFP®
Asheville, NC
Veyla Financial
Justinn Steffe is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Veyla Financial in Asheville, NC. He has been affiliated with Warren Wilson College and the North Carolina Outward Bound School for over a decade each. Treo Financial, LLC is a fee-only, holistic financial planning firm that offers personalized education and planning services to individuals and businesses, particularly educators, nonprofit staff, entrepreneurs, and contract workers. The firm emphasizes financial education through one-on-one advice and group training, using a long-term, low-cost investment approach based on Modern Portfolio Theory.
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