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.
Greer
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
11
non-vetted advisors in your local area. These financial advisors in
Greer, South Carolina
have an average of
22
years of experience.
NOTE: The list of financial
advisors in
Greer, South Carolina
mentioned below do 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
Greer, South Carolina.
Qualified Financial Advisors in Greer, South Carolina | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Adam Wiles
CFP® GLOBAL VIEW, LLC 420 E Park Ave, Suite 303, Greenville, SC 29601 |
15 | Not Specified | $250,000 | Fee-Only |
Bland Burkhardt
CPA, CFP®, PFS™ GOEPPER BURKHARDT 531 South Main Street, Suite 303, Greenville, SC 29601 |
30 | $240,000,000 | Not Specified | Fee-Only |
Pat Latta
ACT ADVISORS WEALTH MANAGEMENT 521 College Street, Asheville, NC 28801 |
21 | $50,000,000 | $500,000 | Fee-Based |
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# 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
Top Financial Advisor Firms in Greer, South Carolina (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
VAN DER NOORD FINANCIAL ADVISORS, INC.
The Village At Thornblade , 420 The Parkway, Suite G2, Greer, SC 29650 |
$126,856,206 | 402 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Barnette & Associates Wealth Management, LLC Inquire with Barnette |
310 Memorial Drive, Suite A, Greer, SC 29650 | 864-469-5991 |
Innovative Business Services, LLC Inquire with Innovative |
320 Tandem Dr, Greer, SC 29650 | 864-203-8515 |
Edward Jones Inquire with Edward |
115 W Wade Hampton Blvd, Ste C, Greer, SC 29650 | 864-877-7575 |
Edward Jones Inquire with Edward |
1115 W Poinsett St, Suite B, Greer, SC 29650 | 864-879-7901 |
Edward Jones Inquire with Edward |
2438 Hudson Rd, Greer, SC 29650 | 864-268-3106 |
Edward Jones Inquire with Edward |
3115 Brushy Creek Rd, Ste C3, Greer, SC 29650 | 864-848-4826 |
Edward Jones Inquire with Edward |
109 A Regency Commons Dr, Greer, SC 29650 | 864-292-2405 |
Edward Jones Inquire with Edward |
1115 W Poinsett St, Suite B, Greer, SC 29650 | 864-879-7901 |
Edward Jones Inquire with Edward |
1605 Locust Hill Rd, Greer, SC 29651 | 864-848-9148 |
Edward Jones Inquire with Edward |
420 The Parkway, Suite Q, Greer, SC 29650 | 864-848-4111 |
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