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.
Seneca 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 Seneca, South Carolina have an average of 25 years of experience.
Qualifications
Firm CRD# 155216
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Hourly, Flat Fee, Based on Assets
Adam Wiles
CFP®
Global View Investment Management
Qualifications
CRD# 4798512
Firm CRD# 145499
Minimum Assets Required
$250,000
Not Specified
Fee-Only, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 101 Rockwood Drive, Seneca, SC, 29672 | $302,542,783 | 661 | 4 | A percentage of AUM, Other (DPL, NITROGEN) |
2 | 10704 Clemson Boulevard, Seneca, SC, 29678 | $192,781,557 | 824 | 3 | A percentage of AUM |
3 | 414 Old Clemson Highway, Seneca, SC, 29672 | $174,233,322 | 257 | 4 | A percentage of AUM, Hourly charges, Performance Based |
QualificationsFirm CRD# 119655
Assets Under Management $302,542,783
No. Of Clients661
Clients Per Financial Advisor165
HANOVER ADVISORS, INC is a financial advisory firm situated in Seneca, South Carolina. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 661 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 $192,781,557
No. Of Clients824
Clients Per Financial Advisor275
CRESCENT FINANCIAL ADVISORS is a financial advisory firm situated in Seneca, South Carolina. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 824 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 135759
Assets Under Management $174,233,322
No. Of Clients257
Clients Per Financial Advisor64
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is a financial advisory firm situated in Seneca, South Carolina. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 257 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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