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Find Retirement Advisors for Retirement Planning in Greenwood, 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 Greenwood, South Carolina
Last Updated - April 17, 2024Greenwood has 3 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Greenwood, South Carolina
VERIFIEDW. 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
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
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
Since 1998
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Top 2 Retirement Planning firms in Greenwood, South Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GREENWOOD CAPITAL ASSOCIATES, LLC 425 Main Street, Suite 100 Greenwood, SC, 29646-2741 | $1,364,808,572 | 682 | 20 | A Percentage of AUM, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,) |
| 2 | STOKES CAPITAL ADVISORS, LLC 101 Venture Court, Greenwood, SC, 29649 | $362,895,384 | 743 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Greenwood, South Carolina
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
QualificationsFirm CRD# 281278
Assets Under Management $362,895,384
No. Of Clients743
Clients Per Financial Advisor372
STOKES CAPITAL ADVISORS, LLC is a financial advisory firm situated in Greenwood, South Carolina. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 743 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
- Portfolio Management for Individuals
- Pension Consulting Services
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.