Jamie Bigsby
Glassy Mountain Advisors · Bethesda, Maryland
Jamie Bigsby is a fee-only financial advisor at Glassy Mountain Advisors in Bethesda, Maryland, who holds the CFP credential. Jamie focuses on retirement planning. Glassy Mountain Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Glassy Mountain Advisors |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $369.8M across 329 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, NC · CRD 3276052 |
| Exams passed | Series 63 (1999) · Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.glassymountainadvisors.com |
| Profile |
How Jamie's firm compares
- Glassy Mountain Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Jamie
Is Jamie Bigsby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and Glassy Mountain Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, Glassy Mountain Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jamie Bigsby based?
Jamie Bigsby is based in Bethesda, Maryland.
What does Jamie specialize in?
Jamie's specialties include retirement planning. Jamie works with executives, retirees, pre-retirees and multi-generational families.
What credentials does Jamie Bigsby hold?
Jamie Bigsby holds the CFP credential.
Is Jamie Bigsby registered with the SEC?
Yes. Jamie Bigsby is registered as an investment adviser representative in MD and NC (CRD 3276052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Glassy Mountain Advisors manage?
Glassy Mountain Advisors reports $369.8M across 329 accounts in assets under management.
How do I contact Jamie Bigsby?
Through Jamie's website, www.glassymountainadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Glassy Mountain Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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