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Find Retirement Advisors for Retirement Planning in Greenwood, South Carolina

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Finding the Best Retirement Planners in Greenwood, South Carolina

Last Updated - May 16, 2025

Greenwood has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Greenwood, South Carolina have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Greenwood, South Carolina

advisor
vector.svg VERIFIED

W. Steve Marbert
CFP®
Richard Young Associates, Ltd.

Qualifications
CRD# 2590560
Firm CRD# 126124

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

Compensation/Fee

Fee-Only

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Top 2 Retirement Planning firms in Greenwood, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

425 Main Street, Suite 100
Greenwood, SC, 29646-2741
$1,495,477,48671419
A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
2

101 Venture Court,
Greenwood, SC, 29649
$469,591,6427552
A percentage of AUM

Information on Top Retirement Planning firms in Greenwood, South Carolina

QualificationsFirm CRD# 115015

Assets Under Management $1,495,477,486

No. Of Clients714

Clients Per Financial Advisor38

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 714 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

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

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
  • Education seminars/workshops
  • Other (CONSULTING, CONSULTING TO RETIREMENT PLAN SPONSORS)
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QualificationsFirm CRD# 281278

Assets Under Management $469,591,642

No. Of Clients755

Clients Per Financial Advisor378

STOKES CAPITAL ADVISORS, LLC is a financial advisory firm situated in Greenwood, South Carolina. With a nearly $470M assets under management, the firm specializes in crafting personalized retirement planning solutions for 755 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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