National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Goose Creek, 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

Top 15 Retirement Planning firms in Goose Creek, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LPL FINANCIAL LLC
1055 Lpl Way,
Fort Mill, SC, 29715
$368,018,536,946168850131366
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
2
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
$26,631,669,63159368
A Percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
3
PERMANENS CAPITAL L.P.
18 N. Adgers Wharf,
Charleston, SC, 29401
$4,193,707,5214716
A Percentage of AUM, Fixed Fees, Performance Based
4
FORTIGENT, LLC
1055 Lpl Way,
Fort Mill, SC, 29715
$3,451,348,60792210
A Percentage of AUM, Fixed Fees, Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED)
5
APOLLON WEALTH MANAGEMENT, LLC
835 Coleman Blvd, Suite 102
Mount Pleasant, SC, 29464
$3,362,897,42911192117
A Percentage of AUM, Hourly charges, Fixed Fees
6
SOUTHSTATE ADVISORY, INC.
520 Gervais St,
Columbia, SC, 29201
$3,116,698,20538420
A Percentage of AUM, Hourly charges, Fixed Fees
7
TANDEM INVESTMENT ADVISORS INC
145 King Street, Suite 400
Charleston, SC, 29401-2229
$2,997,109,59090789
A Percentage of AUM
8
PERFORMA LIMITED (US), LLC
701 East Bay Street, Suite 405
Charleston, SC, 29403
$2,876,679,8949915
A Percentage of AUM
9
FINTRUST CAPITAL ADVISORS, LLC
124 Verdae Blvd., Suite 504
Greenville, SC, 29607
$1,724,645,328208344
A Percentage of AUM, Hourly charges, Fixed Fees
10
ABACUS PLANNING GROUP, INC.
2500 Devine Street,
Columbia, SC, 29205-2400
$1,507,405,296253934
A Percentage of AUM, Hourly charges, Fixed Fees
11
GROUND SWELL CAPITAL, LLC
105 West Huron Avenue,
Folly Beach, SC, 29439
$1,379,700,437110
Performance Based, Other (EXPENSE REIMBURSEMENT)
12
GREENWOOD CAPITAL ASSOCIATES, LLC
425 Main Street, Suite 100
Greenwood, SC, 29646-2741
$1,364,808,57268220
A Percentage of AUM, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
13
FOSTER VICTOR WEALTH ADVISORS
10 Toy Street, Suite 200
Greenville, SC, 29601
$1,243,196,000465230
A Percentage of AUM, Fixed Fees
14
COLONIAL TRUST ADVISORS, INC.
233 South Pine Street,
Spartanburg, SC, 29302
$1,193,168,142192820
A Percentage of AUM, Fixed Fees
15
ANCHOR INVESTMENT MANAGEMENT
3205 Devine Street,
Columbia, SC, 29205
$935,530,524185718
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Goose Creek, 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
View Full Profile

QualificationsFirm CRD# 160665

Assets Under Management $26,631,669,631

No. Of Clients59

Clients Per Financial Advisor0

GREYSTAR INVESTMENT GROUP, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59 clients. The team consists of 368 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (DEVELOPMENT
  • PROPERTY MANAGEMENT
  • CONSTRUCTION AND OTHER FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 157476

Assets Under Management $4,193,707,521

No. Of Clients47

Clients Per Financial Advisor3

PERMANENS CAPITAL L.P. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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
View Full Profile

QualificationsFirm CRD# 291902

Assets Under Management $3,362,897,429

No. Of Clients11192

Clients Per Financial Advisor96

APOLLON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11192 clients. The team consists of 117 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 153113

Assets Under Management $3,116,698,205

No. Of Clients384

Clients Per Financial Advisor19

SOUTHSTATE ADVISORY, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 20 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 109392

Assets Under Management $2,997,109,590

No. Of Clients9078

Clients Per Financial Advisor1009

TANDEM INVESTMENT ADVISORS INC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9078 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 154232

Assets Under Management $2,876,679,894

No. Of Clients99

Clients Per Financial Advisor7

PERFORMA LIMITED (US), LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 99 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 145460

Assets Under Management $1,724,645,328

No. Of Clients2083

Clients Per Financial Advisor47

FINTRUST CAPITAL ADVISORS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2083 clients. The team consists of 44 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107994

Assets Under Management $1,507,405,296

No. Of Clients2539

Clients Per Financial Advisor75

ABACUS PLANNING GROUP, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2539 clients. The team consists of 34 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 159812

Assets Under Management $1,379,700,437

No. Of Clients1

Clients Per Financial Advisor0

GROUND SWELL CAPITAL, LLC is a financial advisory firm situated in Folly Beach, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (EXPENSE REIMBURSEMENT)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 115015

Assets Under Management $1,364,808,572

No. Of Clients682

Clients Per Financial Advisor34

GREENWOOD CAPITAL ASSOCIATES, LLC is a financial advisory firm situated in Greenwood, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 682 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT
  • REF FEES
  • REV SHARE
  • )

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 283656

Assets Under Management $1,243,196,000

No. Of Clients4652

Clients Per Financial Advisor155

FOSTER VICTOR WEALTH ADVISORS is a financial advisory firm situated in Greenville, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4652 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110257

Assets Under Management $1,193,168,142

No. Of Clients1928

Clients Per Financial Advisor96

COLONIAL TRUST ADVISORS, INC. is a financial advisory firm situated in Spartanburg, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1928 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 135296

Assets Under Management $935,530,524

No. Of Clients1857

Clients Per Financial Advisor103

ANCHOR INVESTMENT MANAGEMENT is a financial advisory firm situated in Columbia, South Carolina. With a nearly $936M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1857 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners