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 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 registration checks. 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.
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.
Ross Kirwan
MBA, CFP®
Carnegie Private Wealth
Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Tony Montanari
CIMA®
ACM Wealth Management
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
Minimum Assets Required
$500,000
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, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1055 Lpl Way, Fort Mill, SC, 29715 | $463,475,486,343 | 1910545 | 35841 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
2 | 850 Bee Balm Trail, Fort Mill, SC, 29708 | $148,211,936 | 165 | 3 | A percentage of AUM, Hourly charges |
3 | 1055 Lpl Way, Fort Mill, SC, 29715 | $0 | 0 | 64 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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