Susan McGrath
Holcombe & Mcgrath · Asheville, North Carolina
Susan McGrath is a fee-only financial advisor at Holcombe & Mcgrath in Asheville, North Carolina, who holds the CFP credential. Holcombe & Mcgrath reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Holcombe & Mcgrath |
|---|---|
| Based in | Asheville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $155.9M across 701 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, NC, TX · CRD 4486875 |
| Exams passed | Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wealthminder.com |
| Profile |
How Susan's firm compares
- Holcombe & Mcgrath's average account is about $222,000, from its Form ADV (assets managed divided by 701 accounts).
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Questions about Susan
Is Susan McGrath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Holcombe & Mcgrath reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Holcombe & Mcgrath, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Susan McGrath based?
Susan McGrath is based in Asheville, North Carolina.
What credentials does Susan McGrath hold?
Susan McGrath holds the CFP credential.
Is Susan McGrath registered with the SEC?
Yes. Susan McGrath is registered as an investment adviser representative in LA, NC and TX (CRD 4486875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holcombe & Mcgrath manage?
Holcombe & Mcgrath reports $155.9M across 701 accounts in assets under management.
How do I contact Susan McGrath?
Through Susan's website, www.wealthminder.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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