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.
Greenwood
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Greenwood,
South Carolina
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Greenwood,
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
Greenwood, South Carolina.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
28 Years | Not Specified | $100,000 | Fee-Only | |
Not Disclosed | $25,000,000 | $50,000 | Fee-Based | |
23 Years | $2,000,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 2590560
Firm CRD# 126124
Compensation/Fee Fee-Only
Office Location
205 Hudson Trace,
Augusta,
GA
30907
Phone Number
706-739-0725
Steve is the President/Owner of Richard Young Associates. He grew up in Aiken, SC and graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor. In 1998 he completed his CFP® coursework through the College of Financial Planning and obtained his designation as a Certified Financial Planner. He is licensed in investment advice and insurance. Steve has served as the financial chairperson for Aiken Young Life for over 20 years, and is a Qualified Kingdom Advisor for planning and investments. He serves as the Treasurer and a Deacon at New Covenant Presbyterian Church. Steve and his wife, Kathy, have three children and reside in Aiken, SC.
Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.
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
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
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
20 | 682 | $1,364,808,572 | A Percentage of AUM, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
|
|
2 | 743 | $362,895,384 | A Percentage of AUM
|
To find a verified financial advisor in South Carolina, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using BrokerCheck.
When evaluating the qualifications of financial advisors in South Carolina, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.
Yes, it is common for financial advisors in South Carolina to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.
To determine the trustworthiness and reliability of a financial advisor in South Carolina, it's important to conduct complete research and background checks through reputable regulatory bodies like FINRA and the SEC. These organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your own research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.
Financial advisors in South Carolina offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor in the South Carolina directory, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
When comparing different financial advisors in South Carolina, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in South Carolina, specifically tailored to your financial needs and goals.
Yes, there are several online tools and resources that can assist you in searching for financial advisors in South Carolina. We recommend using the WiserAdvisor online directory for the state of South Carolina to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisor’s credentials.
To determine if a financial advisor in South Carolina specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of South Carolina specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.
Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in South Carolina can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in South Carolina.
Yes, there are financial advisors in South Carolina who specialize in retirement planning for state-specific pension plans. These advisors have a deep understanding of the retirement benefits offered by the state and can help you navigate the complex rules and regulations associated with these plans. They can provide guidance on optimizing your pension benefits, retirement income strategies and coordinating them with other sources of retirement income. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing retirement planning services for state-specific pension plans. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services an advisor offers.
Yes, a financial advisor in South Carolina can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.
Yes, many financial advisors in South Carolina are also tax professionals or work closely with tax professionals to help clients with navigating state tax implications. These professionals possess expertise in South Carolina's tax laws, deductions, credits, and exemptions, enabling them to assist in helping you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning is among the services an advisor offers.
Yes, there are financial advisors in South Carolina that provide financial guidance for small businesses and are familiar with the unique regulations and incentives for small business owners in the state. These advisors can provide tailored guidance and strategies to help small business owners navigate complex tax laws, take advantage of available incentives, and optimize their financial operations to achieve their business goals. To further explore how financial advisors listed on our directory for the state of South Carolina can support you, read on about if you need a financial advisor as a small business owner.
Yes, a financial advisor in South Carolina can provide guidance on insurance coverage specific to the state's natural disaster risks, such as hurricanes. They can help individuals and businesses understand the types of insurance policies available, such as homeowners' insurance, business insurance, and flood insurance, that may be necessary to protect against potential damages caused by hurricanes and other natural disasters. These advisors can also assist in evaluating coverage options, calculating appropriate coverage amounts, and ensuring that clients are adequately prepared for potential financial risks associated with such disasters. To learn more, explore what a financial advisor can do for you.
Yes, a financial advisor in South Carolina can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about Charitable Planning Strategies.