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Find Retirement Advisors for Retirement Planning in Greenville, 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 Greenville, South Carolina

Last Updated - June 18, 2024

Greenville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Greenville, South Carolina have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Greenville, South Carolina

advisor-photo
vector.svg VERIFIED

Adam Wiles
CFP®
Global View, LLC

Qualifications
CRD# 4798512
Firm CRD# 145499

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Goepper Burkhardt
CPA, CFP®, PFS

Qualifications
Firm CRD# 127896

Minimum Assets Required
Not Specified

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
CRD# 7436040
Firm CRD# 46947
Series 7, 66

Minimum Assets Required
$50,000

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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

David Conley
CFP®
Masters Financial Group

Qualifications
CRD# 2545821
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
Not Specified

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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FINTRUST CAPITAL ADVISORS, LLC
124 Verdae Blvd., Suite 504
Greenville, SC, 29607
$1,724,645,328208344
A Percentage of AUM, Hourly charges, Fixed Fees
2
FOSTER VICTOR WEALTH ADVISORS
10 Toy Street, Suite 200
Greenville, SC, 29601
$1,243,196,000465230
A Percentage of AUM, Fixed Fees
3
THE FIDUCIARY ALLIANCE
511 Rhett Street, Suite 2a,
Greenville, SC, 29601
$864,798,8841151437
A Percentage of AUM, Hourly charges, Fixed Fees
4
WCM GLOBAL WEALTH, LLC
201 Riverplace, Suite 500
Greenville, SC, 29601
$401,564,11828811
A Percentage of AUM, Fixed Fees, Performance Based
5
GLOBAL VIEW INVESTMENT ADVISORS, LLC
420 East Park Ave, Suite 303
Greenville, SC, 29601
$381,504,67115168
A Percentage of AUM, Hourly charges
6
WEALTH MANAGEMENT ADVISORS, LLC
3 Legacy Park Road, Suite A
Greenville, SC, 29607
$379,471,67112298
A Percentage of AUM, Hourly charges, Fixed Fees
7
HARDIN CAPITAL PARTNERS, LLC
1207 E. Washington Street,
Greenville, SC, 29601
$296,200,1489923
A Percentage of AUM, Hourly charges
8
FAMILY LEGACY, INC.
900 Pendleton Street, Suite 200
Greenville, SC, 29601
$259,935,74824310
A Percentage of AUM, Fixed Fees
9
PRIMETRUST ADVISORS LLC
101 College Street, Suite 1-B
Greenville, SC, 29601
$257,768,690383
A Percentage of AUM, Hourly charges, Fixed Fees
10
GOEPPER BURKHARDT LLC
531 South Main Street, Suite 303
Greenville, SC, 29601
$240,946,0115614
A Percentage of AUM, Hourly charges
11
MATCH GRADE ADVISORS
400 Pettigru St,
Greenville, SC, 29601
$214,886,2666955
A Percentage of AUM, Fixed Fees
12
BALLENTINE CAPITAL ADVISORS, INC.
15 Halton Green Way,
Greenville, SC, 29607
$187,874,31910353
A Percentage of AUM, Hourly charges, Fixed Fees
13
NOVUS ADVISORS
607 Pendleton Street, Suite 101-B
Greenville, SC, 29601
$174,682,3814987
A Percentage of AUM
14
NORRIS FINANCIAL GROUP, LLC
605 N. Main Street,
Greenville, SC, 29601
$165,116,6977204
A Percentage of AUM, Hourly charges, Fixed Fees
15
JHH WEALTH, LLC
330 E. Coffee Street, Suite 4011
Greenville, SC, 29601
$41,012,128956
A Percentage of AUM

Information on Top Retirement Planning firms in Greenville, South Carolina

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
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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# 284924

Assets Under Management $864,798,884

No. Of Clients11514

Clients Per Financial Advisor311

THE FIDUCIARY ALLIANCE is a financial advisory firm situated in Greenville, South Carolina. With a nearly $865M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11514 clients. The team consists of 37 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 156594

Assets Under Management $401,564,118

No. Of Clients288

Clients Per Financial Advisor26

WCM GLOBAL WEALTH, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $402M assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 clients. The team consists of 11 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
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QualificationsFirm CRD# 145499

Assets Under Management $381,504,671

No. Of Clients1516

Clients Per Financial Advisor190

GLOBAL VIEW INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $382M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1516 clients. The team consists of 8 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
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 171260

Assets Under Management $379,471,671

No. Of Clients1229

Clients Per Financial Advisor154

WEALTH MANAGEMENT ADVISORS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 clients. The team consists of 8 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 153023

Assets Under Management $296,200,148

No. Of Clients992

Clients Per Financial Advisor331

HARDIN CAPITAL PARTNERS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 992 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
View Full Profile

QualificationsFirm CRD# 110945

Assets Under Management $259,935,748

No. Of Clients243

Clients Per Financial Advisor24

FAMILY LEGACY, INC. is a financial advisory firm situated in Greenville, South Carolina. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 243 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

Financial Planning Services

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

QualificationsFirm CRD# 141625

Assets Under Management $257,768,690

No. Of Clients38

Clients Per Financial Advisor13

PRIMETRUST ADVISORS LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 127896

Assets Under Management $240,946,011

No. Of Clients561

Clients Per Financial Advisor140

GOEPPER BURKHARDT LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 561 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 299181

Assets Under Management $214,886,266

No. Of Clients695

Clients Per Financial Advisor139

MATCH GRADE ADVISORS is a financial advisory firm situated in Greenville, South Carolina. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 clients. The team consists of 5 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 140913

Assets Under Management $187,874,319

No. Of Clients1035

Clients Per Financial Advisor345

BALLENTINE CAPITAL ADVISORS, INC. is a financial advisory firm situated in Greenville, South Carolina. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1035 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 157908

Assets Under Management $174,682,381

No. Of Clients498

Clients Per Financial Advisor71

NOVUS ADVISORS is a financial advisory firm situated in Greenville, South Carolina. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 498 clients. The team consists of 7 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 129422

Assets Under Management $165,116,697

No. Of Clients720

Clients Per Financial Advisor180

NORRIS FINANCIAL GROUP, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 720 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 153924

Assets Under Management $41,012,128

No. Of Clients95

Clients Per Financial Advisor16

JHH WEALTH, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $41M assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

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

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