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Find Retirement Advisors for Retirement Planning in Rock Hill, 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 Rock Hill, South Carolina

Last Updated - April 25, 2025

Rock Hill has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Rock Hill, South Carolina have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Rock Hill, South Carolina

advisor
vector.svg VERIFIED

Ross Kirwan
MBA, CFP®
Carnegie Private Wealth

Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Tony Montanari
CIMA®
ACM Wealth Management

Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Minimum Assets Required
$500,000

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, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Top 3 Retirement Planning firms in Rock Hill, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

128 East Main Street, Suite 101
Rock Hill, SC, 29730
$490,786,46815797
A percentage of AUM, Hourly charges, Fixed fees
2

596 Herrons Ferry Road, Suite 300
Rock Hill, SC, 29730
$374,609,2644245
A percentage of AUM, Fixed fees
3

744 Arden Lane, Suite 175
Rock Hill, SC, 29732
$238,224,870144411
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Rock Hill, South Carolina

QualificationsFirm CRD# 140168

Assets Under Management $490,786,468

No. Of Clients1579

Clients Per Financial Advisor226

BURKETT FINANCIAL SERVICES, LLC is a financial advisory firm situated in Rock Hill, South Carolina. With a nearly $491M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1579 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
  • 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
View Full Profile

QualificationsFirm CRD# 39326

Assets Under Management $374,609,264

No. Of Clients424

Clients Per Financial Advisor85

BNA WEALTH is a financial advisory firm situated in Rock Hill, South Carolina. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 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
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 306661

Assets Under Management $238,224,870

No. Of Clients1444

Clients Per Financial Advisor131

CORE ADVISORY GROUP is a financial advisory firm situated in Rock Hill, South Carolina. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1444 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

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

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