Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Fort Mill, South Carolina
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.
Finding the Best Retirement Planners in Fort Mill, South Carolina
Last Updated - April 17, 2024Fort Mill has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Fort Mill, South Carolina have an average of 24 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Fort Mill, South Carolina
VERIFIEDTony Montanari
CIMA®
ACM Wealth Management
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
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, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Fort Mill, South Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC 1055 Lpl Way, Fort Mill, SC, 29715 | $368,018,536,946 | 1688501 | 31366 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 2 | FORTIGENT, LLC 1055 Lpl Way, Fort Mill, SC, 29715 | $3,451,348,607 | 922 | 10 | A Percentage of AUM, Fixed Fees, Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED) |
| 3 | INTENTIONAL 850 Bee Balm Trail, Fort Mill, SC, 29708 | $107,430,713 | 149 | 3 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Fort Mill, South Carolina
QualificationsFirm CRD# 6413
Assets Under Management $368,018,536,946
No. Of Clients1688501
Clients Per Financial Advisor54
LPL FINANCIAL LLC is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $368B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1688501 clients. The team consists of 31366 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 138164
Assets Under Management $3,451,348,607
No. Of Clients922
Clients Per Financial Advisor92
FORTIGENT, LLC is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 922 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 318570
Assets Under Management $107,430,713
No. Of Clients149
Clients Per Financial Advisor50
INTENTIONAL is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Greenville, South Carolina
- Retirement Planners in Greer, South Carolina
- Retirement Planners in Myrtle Beach, South Carolina
Looking for more choices? Use our free match service to compare retirement planners serving your area.