Suzanne
Holbert

Dixon Hughes Goodman Wealth Advisors LLC

CRD#4527486
Investment Advisor
in Hendersonville, NC

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About this Advisor

Suzanne Holbert is a personal financial specialist who works in Hendersonville, North Carolina, who has been in the advisory business for 20 years. Holbert is an advisor for Dixon Hughes Goodman Wealth Advisors LLC. Throughout their career, Holbert has worked at Hansen, Johnson & Associates and Dixon Hughes Wealth Advisors LLC. Holbert is registered to work in North Carolina and South Carolina. Dixon Hughes Goodman Wealth Advisors LLC is a company headquartered in Hendersonville, North Carolina. The firm has offices in 19 locations and a total of 36 employees. It controls $2 billion in total assets among its 4,850 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 4,850 accounts, 30% are held by high-net-worth clients who have greater than $1 million in assets. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on the financial services provided. Fees billed by Dixon Hughes Goodman Wealth Advisors LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1620 Asheville Highway
Hendersonville, NC 28791

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Dixon Hughes Goodman Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$1,609,107,815

NC Average: $3,625,019,099
Total Number of Employees

36

NC Average: 22
Total Number of Accounts

4,850

NC Average: 1,917
Average Account Size

$331,775

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Suzanne Holbert Work History

Suzanne has 20 years of experience.

2008 - Present (13 years)

Dixon Hughes Wealth Advisors LLC

2000 - Present (21 years)

Hansen, Johnson & Associates

Disclosures

Suzanne Holbert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dixon Hughes Goodman Wealth Advisors LLC

Joe Moser
Memphis, TN
Dorsey Tyndall
Greenville, NC
Carson Wannamaker
High Point, NC
Jason Lunsford
Charleston, WV
Justin Baas
Raleigh, NC
David Koppenheffer
Greenville, SC
William Laird
Jacksonville, FL
Paul Harteg
Greenville, SC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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