Advisor at Springboard Financial Services
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Firm
Springboard Financial Services
Location
Black Mountain, NC
Credentials
Series 65
Industry experience
3 years
Warren Overman is a financial advisor at Springboard Financial Services in Black Mountain, NC. He holds a Series 65 designation and has three years of industry experience. In addition to his advisory role, he provides tax preparation services through Springboard Tax Preparation and works as a river guide for Asheville Adventure Company during the summer months. Springboard Financial Services serves individual and family clients as well as small businesses, offering discretionary financial management, standalone financial planning, and retirement-plan rollover guidance. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supported by fundamental and technical analysis, and manages accounts on a discretionary basis through a single recommended custodian.
Based on Springboard Financial Services
Financial Planning Services fee ranges from $1,000 to $5,000, payable prior to delivery of plan, not billed more than $500 in advance over 6 months.
$0 - $500,000: 1.00% $500,000.01 - $1,000,000: 0.75% $1,000,000.01 - $2,000,000: 0.50% $2,000,000.01 - $3,000,000: 0.25% $3,000,000.01+: 0.10%
Black Mountain, NC
North Carolina
Springboard Tax Preparation
2024 - Present (2 years)
Asheville Adventure Company
2023 - Present (3 years)
Springboard Financial Services
2023 - Present (3 years)
University of North Carolina - Asheville
2022 - 2023 (1 year)
Performance Tours Rafting
2022 - 2022 (1 year)
Doordash
2019 - 2023 (4 years)
University of North Carolina - Asheville
2018 - 2022 (4 years)
Zack's Hotdogs
2017 - 2019 (2 years)
Alamance Community College
2016 - 2018 (2 years)
Maynard Aquatic Center
2015 - 2017 (2 years)
Overman School
2012 - 2016 (4 years)
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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.
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CFP®, ChFC®, Series 63, Series 65
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Pollock Planning Associates Inc.
CFP®
Asheville, NC
Veyla Financial
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Asheville, NC
Agile Investments
CFP®, Series 66
Asheville, NC
Joel Adams and Associates Inc.
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