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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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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
Greenville, South Carolina located halfway between Charlotte, North Carolina and Atlanta, Georgia has seen rapid economic, population and developmental growth in the last two decades. People are moving in droves to South Carolina for a better work life, family friendly community, as well as for their retirement. Greenville also has a low cost of living, 5% lower than the national average. An experienced financial advisor in Greenville can help you take advantage of the added savings, from the lower cost of living, and help you invest to secure your financial future. There are over 700 financial advisors in the Greenville area to choose from, making a decision as to which advisor is the best fit for you may be a tough decision. WiserAdvisor can assist you with your decision making needs by connecting you with 2-3 financial advisors that would best suit your specific requirements. All the advisors in our network are screened for experience and hold clean records with FINRA and SEC.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Greenville, South Carolina.
Greenville
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
109
non-vetted advisors in your local area. These financial advisors in
Greenville
,
South Carolina
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Greenville
,
South 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
Greenville, South Carolina.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 23 Years | $2,000,000,000 | $10,000,000 | Fee-Based | |
| 15 Years | Not Specified | $250,000 | Fee-Only | |
|
Bland Burkhardt
CPA, CFP®, PFS™ GOEPPER BURKHARDT 531 South Main Street, Suite 303, Greenville, SC 29601 |
30 Years | $240,000,000 | Not Specified | Fee-Only |
| 29 Years | $56,750,000 | Not Specified | Fee-Based | |
| 21 Years | $50,000,000 | $500,000 | Fee-Based |
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
Firm CRD# 127896
Compensation/Fee Fee-Only, Based on Assets
Office Location
531 South Main Street,
Suite 303,
Greenville,
SC
29601
Phone Number
864-370-3244
Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors. We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Qualifications
CRD# 2545821
Firm CRD# 6413
Series 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
106 E. Butler Rd,
Suite A,
Mauldin,
SC
29662
Phone Number
864-862-9269
My name is David Conley but my friends call me Dave. I am a Certified Financial Planner® who started in this industry in 1994. That was pre-internet for those under age 40, that is important to you because it means I have real world experience helping folks navigate stormy economic times. My wife of 30 years (Rita) and I moved to the Upstate in 1998. We have 4 children (3 adopted) ranging in age from 12 - 40 plus a Cocker Spaniel name Izzy. We have a home + 3.5 acres southeast of the Five Forks area that keeps me busy most weekends (mow, trim, etc.).
MFG has been helping Upstate individuals & families pursue their financial goals since 1998. Our mission is to help you reach your financial goals and experience financial peace. Our Certified Financial Planners help Upstate families prepare for tomorrow while enjoying today. Your future deserves a plan, because your goals are too important to leave to chance. You wouldn't go on vacation without first planning the trip. You know where you're going, where you'll stay, and what you'll see and do before ever leaving home. Many hours go into deciding how to spend a few weeks each year, yet we often treat our entire financial future as if everything will somehow work out. Financial Services for Every Step of Your Journey. Whether you want to eliminate debt, save for retirement, or leave a legacy, our experienced advisors 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# 4395019
Firm CRD# 173120
Series 6, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
521 College Street,
Asheville,
NC
28801
Phone Number
828-398-2802
With over 20 years as a financial advisor, Pat Latta's experience and knowledge make him a valuable resource for his clients. Pat specializes in developing personal wealth strategies for individuals in career transitions, typically for clients who will be retiring in the next 10 years or who are already retired. As a former retirement plan advisor, Pat is experienced with employer benefits available to working professionals. Pat is the former plan administrator for Mission Hospital where he helped over 5,000 employees plan for their retirement. Pat served as the financial advisor on United Services Credit Union's 401(k) plan where he worked with credit union executives and employees. He was a USCU board member for 5 years and was Board Chairman for 2 years. Pat also established and managed in-house brokerage services for USCU's members and has been a credit union member for over 20 years. The Latta family has lived in the Asheville area for over 30 years. Pat holds the following registrations, licenses and professional designations: - Uniform Investment Adviser Law Examination (series 65) with ACT Advisors, LLC - Uniform Securities State Law Examination (series 63) with LPL Financial - Investment Company and Variable Contracts Products Representative Exam (series 6) with LPL Financial - Long Term Care Licensed - Life, Health, and Variable Annuity Insurance Agent. -Such registration does not imply any specific level of skill or training.
At ACT Advisors, we provide independent, personalized, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs. As a Registered Investment Advisor (RIA), we are a fiduciary. This means that we put our clients before ourselves. When providing investment advice, our advisors have a fundamental obligation to act in the best interests of our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 37 | 1876 | $1,789,338,946 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 29 | 3936 | $1,117,952,000 | A percentage of AUM, Fixed fees
|
|
| 5 | 309 | $657,073,966 | A percentage of AUM, Fixed fees
|
|
| 13 | 3451 | $626,282,668 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 1342 | $425,452,466 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 182 | $340,972,397 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 3 | 1014 | $320,052,205 | A percentage of AUM, Hourly charges
|
|
| 3 | 604 | $315,817,475 | A percentage of AUM
|
|
| 3 | 30 | $305,647,144 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 523 | $291,340,307 | A percentage of AUM, Fixed fees
|
|
| 4 | 482 | $254,863,692 | A percentage of AUM, Hourly charges
|
|
| 5 | 401 | $223,299,206 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 631 | $189,491,084 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 898 | $174,600,720 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 320 | $164,433,288 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 9 Buena Vista Way, Suite B, Greenville, SC 29615 | 864-254-0032 | |
| 702 East Washington Street, Greenville, SC 29601 | 864-921-7444 | |
| 201 E Camperdown Way, Greenville, SC 29601 | 864-370-7027 | |
| 3441 Pelham Rd, Ste 102, Greenville, SC 29615 | 864-451-7890 | |
| 201 E Camperdown Way, Greenville, SC 29601 | 864-270-3285 | |
| 803 Roper Creek Dr, Greenville, SC 29615 | 864-292-3770 | |
| 803 Roper Creek Dr, Greenville, SC 29615 | 864-292-3770 | |
| 803 Roper Creek Dr, Greenville, SC 29615 | 864-292-3770 | |
| 880 S Pleasantburg Dr, Ste 1C, Greenville, SC 29607 | 864-370-9222 | |
| 465 Woodruff Rd, Greenville, SC 29607 | 864-250-3000 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
