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.
Seneca 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 Seneca, South Carolina have an average of 19 years of experience.
Dean Elmer
EA, CPFA
Holistic Advisory
Qualifications
CRD# 4310405
Firm CRD# 6413
Series 7, 66
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, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Adam Wiles
CFP®
Global View, LLC
Qualifications
CRD# 4798512
Firm CRD# 145499
Minimum Assets Required
$250,000
Not Specified.
Fee-Only, Flat Fee, Based on Assets
Qualifications
CRD# 7436040
Firm CRD# 46947
Series 7, 66
Minimum Assets Required
$50,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. 414 Old Clemson Highway, Seneca, SC, 29672 | $151,877,441 | 742 | 4 | A Percentage of AUM, Hourly charges |
2 | CRESCENT FINANCIAL ADVISORS 10704 Clemson Boulevard, Seneca, SC, 29678 | $138,413,850 | 695 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 135759
Assets Under Management $151,877,441
No. Of Clients742
Clients Per Financial Advisor186
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is a financial advisory firm situated in Seneca, South Carolina. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 742 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153101
Assets Under Management $138,413,850
No. Of Clients695
Clients Per Financial Advisor348
CRESCENT FINANCIAL ADVISORS is a financial advisory firm situated in Seneca, South Carolina. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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