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Find Retirement Advisors for Retirement Planning in Fort Mill, South Carolina

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Finding the Best Retirement Planners in Fort Mill, South Carolina

Last Updated - April 25, 2025

Fort Mill has 2 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 21 years of experience.

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List of Qualified Retirement Planning Advisors in Fort Mill, South Carolina

advisor
vector.svg VERIFIED

Ross Kirwan
MBA, CFP®
Carnegie Private Wealth

Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
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Tony 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, Flat Fee, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Fort Mill, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1055 Lpl Way,
Fort Mill, SC, 29715
$463,475,486,343191054535841
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2

850 Bee Balm Trail,
Fort Mill, SC, 29708
$148,211,9361653
A percentage of AUM, Hourly charges
3

1055 Lpl Way,
Fort Mill, SC, 29715
$0064
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Fort Mill, South Carolina

QualificationsFirm CRD# 6413

Assets Under Management $463,475,486,343

No. Of Clients1910545

Clients Per Financial Advisor53

LPL FINANCIAL LLC is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $463B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1910545 clients. The team consists of 35841 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES)
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QualificationsFirm CRD# 318570

Assets Under Management $148,211,936

No. Of Clients165

Clients Per Financial Advisor55

INTENTIONAL is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 165 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 8733

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

LPL ENTERPRISE, LLC is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES)
View Full Profile

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