Steven Pollock
Pollock Planning Associates · Asheville, North Carolina
Steven Pollock is a fee-only financial advisor at Pollock Planning Associates in Asheville, North Carolina, who holds the CFP credential. Pollock Planning Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pollock Planning Associates |
|---|---|
| Based in | Asheville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $164.5M across 309 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5250286 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pollockplanning.com |
How Steven's firm compares
- Pollock Planning Associates's average account is about $532,000, from its Form ADV (assets managed divided by 309 accounts).
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Questions about Steven
Is Steven Pollock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Pollock Planning Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Pollock Planning Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Pollock based?
Steven Pollock is based in Asheville, North Carolina.
What credentials does Steven Pollock hold?
Steven Pollock holds the CFP credential.
Is Steven Pollock registered with the SEC?
Yes. Steven Pollock is registered as an investment adviser representative in NC (CRD 5250286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pollock Planning Associates manage?
Pollock Planning Associates reports $164.5M across 309 accounts in assets under management.
How do I contact Steven Pollock?
Through Steven's website, pollockplanning.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
- 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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