Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
W. Steve Marbert
CFP®
Richard Young Associates, Ltd.
Qualifications
CRD# 2590560
Firm CRD# 126124
Minimum Assets Required
$100,000
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
Fee-Only
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 425 Main Street, Suite 100 Greenwood, SC, 29646-2741 | $1,495,477,486 | 714 | 19 | 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 | $469,591,642 | 755 | 2 | A percentage of AUM |
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.
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.
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