ACT Advisors, LLC Email Format

Financial ServicesNorth Carolina, United States2-10 Employees

ACT Advisors, LLC is a small financial services firm based in Asheville, North Carolina, that concentrates on investment management and financial planning for credit union executives. With more than two decades of experience, the firm provides expertise in retirement arrangements used by credit unions, including 457(b) plans and collateral assignment split-dollar features. The practice operates on a fee-only basis, offering both comprehensive plans—encompassing budgeting, estate planning, and tax review—and focused programs such as a Retirement Income Plan, along with two years of access to its online wealth management platform.

In the financial services landscape, ACT Advisors positions itself as a fiduciary adviser specializing in the needs of credit union leadership. It has established partnerships to support its offerings, including a collaboration with LPL Financial that provides technology, research, and operational support while preserving its independence. A recent development includes the appointment of Ruth Hays as Financial Advisor in April 2026, reinforcing its presence in Western North Carolina.

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