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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Tryon
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Tryon,
North Carolina
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Tryon,
North Carolina
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Tryon, North Carolina.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $25,000,000 | $50,000 | Fee-Based | |
| 23 Years | $2,000,000,000 | $100,000 | Fee-Based | |
| 15 Years | Not Specified | $250,000 | Fee-Only | |
| 23 Years | $130,000,000 | $500,000 | Fee-Based |
Qualifications
CRD# 7436040
Firm CRD# 46947
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
3 Caledon Ct Ste C,
Greenville,
SC
29615
Phone Number
864-918-9717
Will has 20 years experience in the financial planning industry where he started Holt Financial Group in 2005 in Greenville, SC as the Agency Principle before joining Carolinas Wealth Management Group in 2019. Will is from the area and attended Riverside High School before moving to Charlotte, NC where he graduated from Charlotte Latin School. Will and his wife Jaime met in High School and both attended Clemson University. Will currently lives in Greer with his wife Jaime and three daughters Elizabeth, Brooklyn and Caroline. He spends his down time playing basketball and attending his daughters soccer, volleyball and basketball games.
We are a full service financial planning firm ready to help you meet your retirement income needs and goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4310405
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
220 North Main Street,
Suite 500,
Greenville,
SC
29601
Phone Number
864-516-7518
As a LPL Financial Advisor, I am committed to each of my clients individual life and financial goals. A successful relationship begins with an understanding of what my clients unique needs are, building a plan that helps address each need, and assigning a score to define the probability of potential success to each area of the plan. By striving to reach a high level of success, illustrated by robust financial planning software and asset management, I believe my clients can reach a level of financial wellness that is best described as "confident independence".
In an effort to deliver the highest level of client satisfaction I have spent years perfecting my art as a financial planner. I have put in the leg work in both experience and education. I currently hold a Master's degree in Professional Accountancy from Clemson University and am a CERTIFIED PLAN FIDUCIARY ADVISOR™ I am also committed to lifetime learning as I believe this will bring a greater value to my clients.
I was born in Santa Cruz, CA and love to travel. I believe that life experiences make us well rounded and I have had the pleasure of truly seeing the world. An understanding of different cultures and areas of the United States helps me deal with a vast array of people, each with unique personality traits. I believe that relating to people and truly caring about their well being is the single most attribute that sets me apart from my competition. It is my mission to deliver financial independence
As a LPL financial advisor with Holistic Wealth, Dean offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, he can help.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4798512
Firm CRD# 145499
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
420 E Park Ave,
Suite 303,
Greenville,
SC
29601
Phone Number
864-272-0818
Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.
Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER™ Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs. Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal. Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
38 Orchard Street,
Asheville,
NC
28801
Phone Number
877-707-5429
Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he has held the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning since 2003 and is a Certified Investment Management Analyst (CIMAAAMS®) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investment Management Consultants Association (IMCA). Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is an active member of Verdict Ridge Country Club, the Investment Management Consultants Association and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area with his wife Lesley, and their three children, Evan, Logan and Emma.
As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
When choosing a financial advisor in North Carolina, it's best to look for information about an advisor's experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to ethics. For more information, refer to this guide on choosing the best financial advisor in North Carolina.
Financial advisors in North Carolina utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding your advisor's compensation structure is crucial and being aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.
Yes, financial advisors can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.
Financial advisors listed on our directory for the state of North Carolina offer a range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. Read on to better understand how financial advisors can assist you with the various services they provide.
When choosing a financial advisor in North Carolina, it's important to research their experience thoroughly, credentials (such as CFP, ChFCs, CFAs), education, compensation method, and commitment to ethical practices. To further research financial advisors, follow our guide on the the FINRA BrokerCheck tool. For more information, refer to this guide on choosing the best financial advisor in North Carolina.
In North Carolina, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Click the "View Full Profile" button of each advisor listed in the directory to further explore a specific financial advisor's qualifications.
Financial advisors in North Carolina can be compensated through fees, commissions, or a mix of both. Fee-only advisors charge fees solely for their services and don't earn commissions from product sales. Fee-based advisors may follow a hybrid model, combining commissions and fees. Commission-based advisors earn their income solely by selling financial products and receive a percentage of the sale. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.
