Vetted Advisor's Table

Bradley Tunnell, LUTC - Advanced Estate Planning
Tunnell Financial

Tel: 843-222-8964
1361 21st Ave. N.
Suite 107-B
Myrtle Beach, SC 29577
Tunnell Financial | Financial Advisor in Myrtle Beach ,SC

Light At The End Of The Tunnel

About Bradley Tunnell

Brad, Carla, Alex and Tucker (puppies), live in Loris, SC and have been married for 25 years. He received his undergraduate degree from Clemson University and in 1995 attained a Series 6 and Series 63 Securities License as well as attended Trident University and The American College to obtain his insurance license and become certified by the LUTC in "Advanced Estate Planning". Brad has also graduated from Duke University's CFP (Certified Financial Planner) program and he has completed Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Brad is currently enrolled in Harvard Business School,Onlines Many advisers are compensated by commissions. This could possibly influence the advice that is provided. Therefore, he also holds a Series 65 Securities License and is bound to a "Fiduciary" duty as opposed to a "Suitability" duty. This is a very important distinction.

Brad is currently enrolled in Harvard Business School Online's "Data Science" Certification Program.

About Tunnell Financial

Safer Solutions with Growth Opportunities for savings including IRAs as well as Non-qualified funds:

Social Security Reports

22 Years of Experience

Undergraduate Degree from Clemson University, Duke University CFP Certification, Harvard Business School (online) CORe (currently enrolled)

Retirement 401(k) College Planning Estate Planning Investment & Wealth Management Key Man Business Planning Buy-Sell Business Planning

See Disclosures

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General Information

Firm Start Year:   1997
No. of Employees:   2-4
Insurance License#:   125864
Name of Custodial Firm:   TD Ameritrade (Securities)
States Licensed in:   SC, NC
Number of Years with Current Firm:   23
Work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, FOREX & Currency, Annuities, Insurance, Mutual Funds, Stocks, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:   Negotiated


Professional Certification  - CFP Designation   Duke University
Graduation -2016
Undergrad  - Bachelor of Science   Clemson University
Graduation - 1995
Certification: CORe  - Bus Analytics, Econ for Managers, Fin Accounting   Harvard Business School  - Online

Financial Services

Financial Planning for Individuals

We enjoy meeting with individuals and helping them with common issues such as retirement income planning including when to take Social Security Benefits and IRA Distributions. Another common question that we address is how to efficiently transfer wealth from one generation to another without giving up control.

Financial Planning for Businesses

We help business owners take advantage of strategies that address common problems such as business continuation and key man protection. A comprehensive approach helps to ensure that important details do not go undetected.

401K Rollovers

It is common for employees to blindly guess the allocations within a 401(k). Rolling a 401(k) into an IRA allows the client to have much more control over their retirement. Having a professional wealth manager help you decide the allocation of your retirement savings can have a very positive affect on the accumulation and distribution phases.

Insurance Planning

We have a staff of professionals to help with, Long Term Care, Disability, and Life Insurance needs. None of us want to be "sold" insurance. Therefore, if the client requests this information then we will be happy to provide it.


Some Variable Annuities have very high fees associated with them. We help clients to identify if they are currently paying excessive fees and how to avoid them.

Estate Planning & Trusts

We work closely with the client's CPA and Estate Planning Attorney to prepare a comprehensive estate plan. If the client does not have a current CPA or attorney that is proficient in estate planning techniques, then we can recommend several that we have worked with on a daily basis.

Risk Management

Many of our models utilize tactical risk management. This approach allows us to utilize alternatives to the buy and hold concept that many investors find themselves.


Why should I choose you as my financial advisor?

Protect & Grow (Tactical Risk Management)

What are your qualifications? What is your education background?

Undergraduate Degree - Clemson University Post - Graduate Credentials - The American College, LUTC - Advanced Estate Planning Post - Graduate Credentials - Duke University, CFP Program

How are you compensated? How will I pay for your services?

Some Assets Under Management (AUM) are fee based. Some provide no compensation. Disability, Long Term Care, Life Insurance, as well as Annuities are commission based and are paid by the issuing insurance company's general account.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

We are fortunate to have a staff of professionals including attorneys, CPA's, and money managers available to all of our clients.

Do you offer any guaranteed results?

Many financial products are guaranteed and some are not. Give us a call and we will be happy to provide those details.



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Additional Detailed Disclosures



Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Calabash Conway
Georgetown Little River
Longs Loris
Murrells Inlet Myrtle Beach
North Myrtle Beach Pawleys Island, Wilmington

News & Events

Television Interview
When: 05/25/2016
Details:Brad Tunnell was interviewed on syndicated financial talk show "Right On The Money". ...more