Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Clemson has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Clemson, South Carolina have an average of 22 years of experience.
Dean Elmer
EA, CPFA
Holistic Advisory
Qualifications
CRD# 4310405
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Adam Wiles
CFP®
Global View, LLC
Qualifications
CRD# 4798512
Firm CRD# 145499
Minimum Assets Required
$250,000
Not Specified.
Fee-Only, Flat Fee, Based on Assets
Goepper Burkhardt
CPA, CFP®, PFS™
Qualifications
Firm CRD# 127896
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services.
Fee-Only, Based on Assets
Qualifications
CRD# 7436040
Firm CRD# 46947
Series 7, 66
Minimum Assets Required
$50,000
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.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | HANOVER ADVISORS, INC 133 Thomas Green Blvd., #206a Clemson, SC, 29631 | $315,817,475 | 604 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 119655
Assets Under Management $315,817,475
No. Of Clients604
Clients Per Financial Advisor201
HANOVER ADVISORS, INC is a financial advisory firm situated in Clemson, South Carolina. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 604 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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