Insights

Specialized Niche Focus ACT Advisors targets credit union executives with over 20 years of experience in investment management and financial planning, creating a compelling opportunity to provide tailored financial solutions and expand their client base within the credit union sector.

Partnership Opportunities Recent collaboration with the Carolinas Credit Union League (CCUL) positions ACT Advisors for increased visibility and credibility among credit union networks, opening avenues for strategic partnerships and joint initiatives.

Innovative Thought Leadership The firm’s white papers on executive benefits and investment strategies demonstrate thought leadership that can attract credit union leaders seeking expert advice, suggesting potential for consulting engagements and premium service offerings.

Technology Integration Utilization of advanced digital tools such as JSON-LD, YouTube, and online wealth management systems indicates a modern approach, making ACT Advisors appealing to credit union executives interested in tech-enabled financial planning solutions.

Growing Revenue Stream With revenue between 1 million and 10 million dollars, ACT Advisors shows a stable financial position, providing opportunities to upsell enhanced financial products, expanded services, or targeted marketing efforts to increase wallet share within their niche.

Similar companies to ACT Advisors, LLC

ACT Advisors, LLC Tech Stack

ACT Advisors, LLC uses 8 technology products and services including JSON-LD, Swiper, Lightbox, and more. Explore ACT Advisors, LLC's tech stack below.

JSON-LD
Javascript Frameworks
Swiper
Javascript Libraries
Lightbox
Javascript Libraries
PHP
Programming Languages
YouTube
Video Players
Contact Form 7
Web Platform Extensions
AddToAny Share Buttons
Web Platform Extensions
Popup Maker
Web Platform Extensions

Media & News

ACT Advisors, LLC's Email Address Formats

ACT Advisors, LLC uses at least 1 format(s):

ACT Advisors, LLC Email Formats	Example	Percentage
First@act-advisors.com	John@act-advisors.com	40%
First.Last@act-advisors.com	John.Doe@act-advisors.com	10%
First@act-advisors.com	John@act-advisors.com	40%
First.Last@act-advisors.com	John.Doe@act-advisors.com	10%

Frequently Asked Questions

Where is ACT Advisors, LLC's headquarters located?

ACT Advisors, LLC's main headquarters is located at 521 COLLEGE STREET, ASHEVILLE, North Carolina 28801, US. The company has employees across 1 continents, including North America.

What is ACT Advisors, LLC's official website and social media links?

ACT Advisors, LLC's official website is act-advisors.com and has social profiles on LinkedIn.

What is ACT Advisors, LLC's SIC code NAICS code?

ACT Advisors, LLC's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does ACT Advisors, LLC have currently?

As of October 2025, ACT Advisors, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: J. E.Partner: W. J.Cfp®, Investment Advisor Representative, Branch Manager: D. E.. Explore ACT Advisors, LLC's employee directory with LeadIQ.

What industry does ACT Advisors, LLC belong to?

ACT Advisors, LLC operates in the Financial Services industry.

What technology does ACT Advisors, LLC use?

ACT Advisors, LLC's tech stack includes JSON-LDSwiperLightboxPHPYouTubeContact Form 7AddToAny Share ButtonsPopup Maker.

What is ACT Advisors, LLC's email format?

ACT Advisors, LLC's email format typically follows the pattern of First@act-advisors.com. Find more ACT Advisors, LLC email formats with LeadIQ.

When was ACT Advisors, LLC founded?

ACT Advisors, LLC was founded in 2006.

ACT Advisors, LLC

Q: What is ACT Advisors, LLC's official website and social media links?

ACT Advisors, LLC's official website is act-advisors.com. ACT Advisors, LLC has social profiles on LinkedIn.

Q: How many employees does ACT Advisors, LLC have currently?

ACT Advisors, LLC has approximately 7 employees.

Q: What technology does ACT Advisors, LLC use?

ACT Advisors, LLC's tech stack includes Slider Revolution, YouTube, Microsoft 365, Priority Hints, jQuery.

Financial ServicesUnited States2-10 Employees

We Specialize In Credit Union Executives.
ACT Advisors has over 20 years’ experience providing investment management and financial planning to credit union executives. Our experienced team of advisors has specialized knowledge of unique retirement plans—including 457(b) and collateral assignment split dollar. 

We Offer Fee-Only Financial Planning.
ACT Advisors offers comprehensive and focused financial plans based upon your needs. Comprehensive plans include budgeting, estate planning, tax review, and a 2 year subscription to ACT Advisors online Wealth Management system. Focused plans—like our Retirement Income Plan—provide you with a detailed strategy designed to help you toward reaching your financial goals.