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 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.
Rock Hill has 1 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 24 years of experience.
Tony Montanari
CIMA®
ACM Wealth Management
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
Minimum Assets Required
$500,000
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, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BURKETT FINANCIAL SERVICES, LLC 128 East Main Street, Suite 101 Rock Hill, SC, 29730 | $396,053,890 | 1450 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | BNA WEALTH 596 Herrons Ferry Road, Suite 300 Rock Hill, SC, 29730 | $327,954,020 | 405 | 3 | A Percentage of AUM, Fixed Fees |
3 | CORE ADVISORY GROUP 744 Arden Lane, Suite 175 Rock Hill, SC, 29732 | $177,714,640 | 1323 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 140168
Assets Under Management $396,053,890
No. Of Clients1450
Clients Per Financial Advisor290
BURKETT FINANCIAL SERVICES, LLC is a financial advisory firm situated in Rock Hill, South Carolina. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1450 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 39326
Assets Under Management $327,954,020
No. Of Clients405
Clients Per Financial Advisor135
BNA WEALTH is a financial advisory firm situated in Rock Hill, South Carolina. With a nearly $328M assets under management, the firm specializes in crafting personalized retirement planning solutions for 405 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306661
Assets Under Management $177,714,640
No. Of Clients1323
Clients Per Financial Advisor331
CORE ADVISORY GROUP is a financial advisory firm situated in Rock Hill, South Carolina. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1323 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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