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.
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.
Ross Kirwan
MBA, CFP®
Carnegie Private Wealth
Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
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, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 128 East Main Street, Suite 101 Rock Hill, SC, 29730 | $490,786,468 | 1579 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 596 Herrons Ferry Road, Suite 300 Rock Hill, SC, 29730 | $374,609,264 | 424 | 5 | A percentage of AUM, Fixed fees |
3 | 744 Arden Lane, Suite 175 Rock Hill, SC, 29732 | $238,224,870 | 1444 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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