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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 - April 13, 2024Greenville has 5 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
VERIFIEDDean Elmer
EA, CPFA
Holistic Advisory
Qualifications
CRD# 4310405
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDAdam 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
VERIFIEDGoepper 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
VERIFIED 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
VERIFIEDDavid 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Greenville, South Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FINTRUST CAPITAL ADVISORS, LLC 124 Verdae Blvd., Suite 504 Greenville, SC, 29607 | $1,724,645,328 | 2083 | 44 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FOSTER VICTOR WEALTH ADVISORS 10 Toy Street, Suite 200 Greenville, SC, 29601 | $1,243,196,000 | 4652 | 30 | A Percentage of AUM, Fixed Fees |
| 3 | THE FIDUCIARY ALLIANCE 511 Rhett Street, Suite 2a, Greenville, SC, 29601 | $864,798,884 | 11514 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | WCM GLOBAL WEALTH, LLC 201 Riverplace, Suite 500 Greenville, SC, 29601 | $401,564,118 | 288 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | GLOBAL VIEW INVESTMENT ADVISORS, LLC 420 East Park Ave, Suite 303 Greenville, SC, 29601 | $381,504,671 | 1516 | 8 | A Percentage of AUM, Hourly charges |
| 6 | WEALTH MANAGEMENT ADVISORS, LLC 3 Legacy Park Road, Suite A Greenville, SC, 29607 | $379,471,671 | 1229 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | HARDIN CAPITAL PARTNERS, LLC 1207 E. Washington Street, Greenville, SC, 29601 | $296,200,148 | 992 | 3 | A Percentage of AUM, Hourly charges |
| 8 | FAMILY LEGACY, INC. 900 Pendleton Street, Suite 200 Greenville, SC, 29601 | $259,935,748 | 243 | 10 | A Percentage of AUM, Fixed Fees |
| 9 | PRIMETRUST ADVISORS LLC 101 College Street, Suite 1-B Greenville, SC, 29601 | $257,768,690 | 38 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | GOEPPER BURKHARDT LLC 531 South Main Street, Suite 303 Greenville, SC, 29601 | $240,946,011 | 561 | 4 | A Percentage of AUM, Hourly charges |
| 11 | MATCH GRADE ADVISORS 400 Pettigru St, Greenville, SC, 29601 | $214,886,266 | 695 | 5 | A Percentage of AUM, Fixed Fees |
| 12 | BALLENTINE CAPITAL ADVISORS, INC. 15 Halton Green Way, Greenville, SC, 29607 | $187,874,319 | 1035 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | NOVUS ADVISORS 607 Pendleton Street, Suite 101-B Greenville, SC, 29601 | $174,682,381 | 498 | 7 | A Percentage of AUM |
| 14 | NORRIS FINANCIAL GROUP, LLC 605 N. Main Street, Greenville, SC, 29601 | $165,116,697 | 720 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | JHH WEALTH, LLC 330 E. Coffee Street, Suite 4011 Greenville, SC, 29601 | $41,012,128 | 95 | 6 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.