Roland McIntyre
Mountaintop Wealth LLC · Chattanooga, Tennessee
Roland McIntyre is a fee-only financial advisor at Mountaintop Wealth LLC in Chattanooga, Tennessee, who holds the CFP and ChFC credentials. Roland charges a percentage of assets, a one-time planning fee, a flat fee or retainer and an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Founders
- Executives
Facts
| Firm | Mountaintop Wealth LLC |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model | Percentage of assets · One-time planning fee · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $1.3M across 34 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TN · CRD 6814494 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mountaintopwealth.com |
| Profile |
How Roland's firm compares
- Mountaintop Wealth LLC's average account is about $39,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Roland
Is Roland McIntyre a fee-only financial advisor?
Yes. Roland McIntyre is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Roland's firm.
How does Roland charge for financial advice?
Roland charges a percentage of assets, a one-time planning fee, a flat fee or retainer and an ongoing planning fee.
How much does Roland charge?
According to Mountaintop Wealth LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Roland McIntyre based?
Roland McIntyre is based in Chattanooga, Tennessee.
What does Roland specialize in?
Roland's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Roland works with retirees, founders and executives.
What credentials does Roland McIntyre hold?
Roland McIntyre holds the CFP and ChFC credentials.
Is Roland McIntyre registered with the SEC?
Yes. Roland McIntyre is registered as an investment adviser representative in TN (CRD 6814494), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mountaintop Wealth LLC manage?
Mountaintop Wealth LLC reports $1.3M across 34 accounts in assets under management.
How do I contact Roland McIntyre?
Through Roland's website, mountaintopwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Mountaintop Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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