ACT Advisors, LLC

EST. AUM
$498,875,199

CONTACTS

CLIENT ACCOUNTS
1,089

Firm Details

Metro area Greenville, SC
CRD Number 173120
Website act-advisors.com
Client types

Overview

ACT Advisors, LLC is an independent, fee-only registered investment adviser headquartered in Asheville, North Carolina, with an additional office in Charleston, South Carolina. Founded in 2014 by Doug English and Wes Johnson, the firm operates under a fiduciary standard, offering comprehensive wealth management and integrated financial planning services. ACT Advisors focuses on serving credit union executives, healthcare professionals, and families with complex compensation and retirement needs. Its investment approach combines fundamental and technical analysis with Modern Portfolio Theory, utilizing an open-architecture platform to construct low-cost, tax-efficient portfolios aligned with clients’ long-term financial milestones, including “Freedom Day.”

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

ACT Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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