Advisor at White Oak Financial Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
White Oak Financial Management, Inc
Location
Asheville, NC 28803
Credentials
Series 63, Series 65
Industry experience
21 years
Laura Mccue is a financial advisor with White Oak Financial Management, Inc. in Asheville, NC, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with White Oak Financial Management since 2003. In addition to her advisory role, she is also an independent insurance agent offering life insurance, fixed annuities, and long-term care insurance. White Oak Financial Management provides personalized financial strategies and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes risk management and capital preservation through a combination of strategic and tactical asset allocation, utilizing a range of investment vehicles and employing both quantitative and qualitative analysis in portfolio management.
Based on White Oak Financial Management, Inc
Based on White Oak Financial Management, Inc
$0.00 - $500,000: 2.0% $500,001 - $750,000: 1.7% $750,001 - $1,000,000: 1.5% $1,000,001 - $3,000,000: 1.2% $3,000,001 - $5,000,000: 1.0% Over $5,000,000+: 0.7%
Commission-based compensation from sale of insurance products and annuities.
Retainer agreement fees normally $300 per hour, negotiable.
1270 Hendersonville Road, Suite #4
Asheville, NC 28803
North Carolina · South Carolina · Texas
White Oak Financial Management, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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
CFP®, ChFC®, Series 63, Series 65
Asheville, NC
Coleman Advisory, LLC
CFP®
Fletcher, NC
Carrington Financial Planning, LLC
I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success. I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives. I also believe that good financial planning must be collaborative in order to be successful. I work with clients through every step of the process on the way to achieving financial peace of mind. As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion. That means that I view investment portfolios as just one component of a client’s financial picture. Good comprehensive financial planning should bring together all aspects of your financial life. With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.
CFP®
Asheville, NC
Pollock Planning Associates Inc.
CFP®
Asheville, NC
Veyla Financial
Series 65
Black Mountain, NC
Springboard Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")