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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 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.
Finding the Best Retirement Planners in Greenville, South Carolina
Last Updated - May 12, 2025Greenville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Greenville, South Carolina have an average of 27 years of experience.
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List of Qualified Retirement Planning Advisors in Greenville, South Carolina
VERIFIEDAdam Wiles
CFP®
Global View Investment Management
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
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
VERIFIEDQualifications
Firm CRD# 155216
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, 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 | 10 Toy Street, Suite 200 Greenville, SC, 29601 | $2,014,684,499 | 5502 | 35 | A percentage of AUM, Fixed fees |
| 2 | 511 Rhett Street, Suite 2a, Greenville, SC, 29601 | $1,227,969,964 | 16591 | 48 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 3 | 420 East Park Ave, Suite 303 Greenville, SC, 29601 | $480,406,858 | 1733 | 8 | A percentage of AUM, Hourly charges |
| 4 | 3 Legacy Park Road, Suite A Greenville, SC, 29607 | $465,312,217 | 1380 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 101 College Street, Suite 1-B Greenville, SC, 29601 | $394,467,825 | 58 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1207 E. Washington Street, Greenville, SC, 29601 | $372,701,379 | 1212 | 2 | A percentage of AUM, Hourly charges |
| 7 | 900 Pendleton Street, Suite 200 Greenville, SC, 29601 | $331,819,011 | 623 | 10 | A percentage of AUM, Fixed fees |
| 8 | 531 South Main Street, Suite 303 Greenville, SC, 29601 | $325,688,139 | 660 | 5 | A percentage of AUM, Hourly charges |
| 9 | 15 Halton Green Way, Greenville, SC, 29607 | $316,318,696 | 2750 | 14 | A percentage of AUM, Fixed fees |
| 10 | 400 Pettigru St, Greenville, SC, 29601 | $279,260,383 | 244 | 5 | A percentage of AUM, Fixed fees |
| 11 | 15 Halton Green Way, Greenville, SC, 29607 | $262,273,904 | 1267 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 201 Riverplace, Suite 500 Greenville, SC, 29601 | $245,407,588 | 302 | 8 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 607 Pendleton Street, Suite 101-B Greenville, SC, 29601 | $202,942,595 | 617 | 4 | A percentage of AUM |
| 14 | 605 N. Main Street, Greenville, SC, 29601 | $195,637,746 | 747 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 132 Keowee Ave, Greenville, SC, 29605 | $181,359,121 | 430 | 3 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Greenville, South Carolina
QualificationsFirm CRD# 283656
Assets Under Management $2,014,684,499
No. Of Clients5502
Clients Per Financial Advisor157
FOSTER VICTOR WEALTH ADVISORS 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 5502 clients. The team consists of 35 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 284924
Assets Under Management $1,227,969,964
No. Of Clients16591
Clients Per Financial Advisor346
THE FIDUCIARY ALLIANCE 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 16591 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 145499
Assets Under Management $480,406,858
No. Of Clients1733
Clients Per Financial Advisor217
GLOBAL VIEW INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $480M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1733 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 171260
Assets Under Management $465,312,217
No. Of Clients1380
Clients Per Financial Advisor138
WEALTH MANAGEMENT ADVISORS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1380 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
- 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 141625
Assets Under Management $394,467,825
No. Of Clients58
Clients Per Financial Advisor19
PRIMETRUST ADVISORS LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $394M assets under management, the firm specializes in crafting personalized retirement planning solutions for 58 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 153023
Assets Under Management $372,701,379
No. Of Clients1212
Clients Per Financial Advisor606
HARDIN CAPITAL PARTNERS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $373M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1212 clients. The team consists of 2 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
QualificationsFirm CRD# 110945
Assets Under Management $331,819,011
No. Of Clients623
Clients Per Financial Advisor62
FAMILY LEGACY, INC. is a financial advisory firm situated in Greenville, South Carolina. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 623 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTATION)
QualificationsFirm CRD# 127896
Assets Under Management $325,688,139
No. Of Clients660
Clients Per Financial Advisor132
GOEPPER BURKHARDT LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 660 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 315846
Assets Under Management $316,318,696
No. Of Clients2750
Clients Per Financial Advisor196
DISCIPLINE WEALTH SOLUTIONS, INC. is a financial advisory firm situated in Greenville, South Carolina. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2750 clients. The team consists of 14 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
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (3(38))
QualificationsFirm CRD# 299181
Assets Under Management $279,260,383
No. Of Clients244
Clients Per Financial Advisor49
MATCH GRADE ADVISORS is a financial advisory firm situated in Greenville, South Carolina. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 244 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 140913
Assets Under Management $262,273,904
No. Of Clients1267
Clients Per Financial Advisor253
BALLENTINE CAPITAL ADVISORS, INC. is a financial advisory firm situated in Greenville, South Carolina. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1267 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 156594
Assets Under Management $245,407,588
No. Of Clients302
Clients Per Financial Advisor38
WCM GLOBAL WEALTH, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 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
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (VIDEO NEWSLETTER UPDATES)
QualificationsFirm CRD# 157908
Assets Under Management $202,942,595
No. Of Clients617
Clients Per Financial Advisor154
NOVUS ADVISORS is a financial advisory firm situated in Greenville, South Carolina. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 617 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 129422
Assets Under Management $195,637,746
No. Of Clients747
Clients Per Financial Advisor125
NORRIS FINANCIAL GROUP, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 747 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
- 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
- Pesnsion consulting services
QualificationsFirm CRD# 330043
Assets Under Management $181,359,121
No. Of Clients430
Clients Per Financial Advisor143
CORNERSTONE ALTERNATIVES is a financial advisory firm situated in Greenville, South Carolina. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 430 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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 Clinton, South Carolina
- Retirement Planners in Columbia, South Carolina
- Retirement Planners in Greenville, South Carolina
- Retirement Planners in Greer, South Carolina
- Retirement Planners in Mauldin, South Carolina
- Retirement Planners in Mount Pleasant, 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.