Warren Overman
Springboard Financial Services · Black Mountain, North Carolina
Warren Overman is a fee-only financial advisor at Springboard Financial Services in Black Mountain, North Carolina. Springboard Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Springboard Financial Services |
|---|---|
| Based in | Black Mountain, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $200K across 12 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7653361 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | springboardfinancialservices.com |
How Warren's firm compares
- Springboard Financial Services's average account is about $17,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Warren
Is Warren Overman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Warren holds no broker registration, and Springboard Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Warren charge for financial advice?
Warren's firm, Springboard Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Warren Overman based?
Warren Overman is based in Black Mountain, North Carolina.
Is Warren Overman registered with the SEC?
Yes. Warren Overman is registered as an investment adviser representative in NC (CRD 7653361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Springboard Financial Services manage?
Springboard Financial Services reports $200K across 12 accounts in assets under management.
How do I contact Warren Overman?
Through Warren's website, springboardfinancialservices.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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