Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Greenville, South Carolina located halfway between Charlotte, North Carolina and Atlanta, Georgia has seen rapid economic, population and developmental growth in the last two decades. People are moving in droves to South Carolina for a better work life, family friendly community, as well as for their retirement. Greenville also has a low cost of living, 5% lower than the national average. An experienced financial advisor in Greenville can help you take advantage of the added savings, from the lower cost of living, and help you invest to secure your financial future. There are over 700 financial advisors in the Greenville area to choose from, making a decision as to which advisor is the best fit for you may be a tough decision. WiserAdvisor can assist you with your decision making needs by connecting you with 2-3 financial advisors that would best suit your specific requirements. All the advisors in our network are screened for experience and hold clean records with FINRA and SEC.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Greenville, South Carolina.
Greenville
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Greenville,
South Carolina
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Greenville,
South Carolina
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Greenville, South Carolina.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 15 Years | Not Specified | $250,000 | Fee-Only | |
| 30 Years | $240,000,000 | Not Specified | Fee-Only | |
| 35 Years | Not Specified | $500,000 | Fee-Only |
Qualifications
CRD# 4798512
Firm CRD# 145499
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
420 E Park Ave,
Suite 303,
Greenville,
SC
29601
Phone Number
864-272-0818
Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.
Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER™ Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs. Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal. Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.
Qualifications
Firm CRD# 127896
Compensation/Fee Fee-Only, Based on Assets
Office Location
531 South Main Street,
Suite 303,
Greenville,
SC
29601
Phone Number
864-370-3244
Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors. We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Qualifications
Firm CRD# 155216
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
Servicing Nationwide,
Cashiers,
NC
28717
Phone Number
704-366-5776
We offer wealth management and advice for high net worth families and individuals. As a fully-virtual wealth management firm, we focus on being a strong match with families we serve, without regard to zip code. We seek to optimize tax efficiency and planning, organize estate planning, and mitigate portfolio overlap and expenses. We bring a partner mindset to all client engagement. We want to be a family's CFO that never forgets who is the CEO --- you!
Advisory Services Provided:
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
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 35 | 5502 | $2,014,684,499 | A percentage of AUM, Fixed fees
|
|
| 48 | 16591 | $1,227,969,964 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 8 | 1733 | $480,406,858 | A percentage of AUM, Hourly charges
|
|
| 10 | 1380 | $465,312,217 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 58 | $394,467,825 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 1212 | $372,701,379 | A percentage of AUM, Hourly charges
|
|
| 10 | 623 | $331,819,011 | A percentage of AUM, Fixed fees
|
|
| 5 | 660 | $325,688,139 | A percentage of AUM, Hourly charges
|
|
| 14 | 2750 | $316,318,696 | A percentage of AUM, Fixed fees
|
|
| 5 | 244 | $279,260,383 | A percentage of AUM, Fixed fees
|
|
| 5 | 1267 | $262,273,904 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 302 | $245,407,588 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 4 | 617 | $202,942,595 | A percentage of AUM
|
|
| 6 | 747 | $195,637,746 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 430 | $181,359,121 | A percentage of AUM, Hourly charges
|
Finding a qualified financial advisor in Greenville, SC, involves several key steps. First, determine whether you require assistance with retirement planning, estate planning, investment management, wealth management, tax planning, or financial planning. Understanding your specific needs will help you find a financial advisor in Greenville, SC, who specializes in those areas.
Use reputable platforms to compare financial advisors in Greenville. You may use trusted platforms like WiserAdvisor that provides a list of vetted financial advisors in the area, allowing you to review their qualifications, fees, and contact information. Verify the advisor's credentials and experience. Look for advisors with recognized certifications such as Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA®). These designations indicate a high level of expertise and adherence to ethical standards.
Next, evaluate the advisor's fee structures. Financial advisors may charge fees based on assets under management (AUM), hourly rates, flat fees, or commissions. Understanding these structures will help you choose an advisor whose compensation model aligns with your preferences.
Set up a meeting with potential advisors to discuss your financial goals, assess their communication style, and determine if they're a good fit for your needs. Many financial advisors in Greenville offer initial consultations to prospective clients.
By following these steps, you can find a qualified financial advisor in Greenville, SC, who will provide personalized guidance tailored to your financial objectives.
A fiduciary financial advisor is a professional legally obligated to act in the best interests of their clients, prioritizing clients' needs above their own. This duty ensures that the advice and financial strategies provided are free from conflicts of interest. There are several advisors who operate under fiduciary standards in Greenville, SC. They offer unbiased advice and guidance ensuring the client's interests are their top-most concern.
The fees for hiring a financial advisor in Greenville, SC, can vary based on the advisor's compensation model. Common fee structures include:
It's essential to discuss and understand the fee structure during your initial consultation with the advisor to ensure you are on the same page with them with respect to transparency and alignment with your financial goals.
Wealth management in Greenville, SC, encompass a broad spectrum of financial planning and investment management solutions tailored to individual needs. These services include:
During your initial consultation with a financial advisor in Greenville, you can expect to discuss your financial goals, focusing on both short-term and long-term financial objectives, such as investing in tax-advantaged retirement plans, purchasing a home, or funding education. The advisor will also assess your current financial status, including income, expenses, assets, liabilities, and existing investment portfolios.
Once through with the review, the advisor will evaluate your tolerance with various investment risks to tailor strategies accordingly. The advisor will offer an overview of the services offered, along with a transparent discussion about fees and compensation structures. You may take this opportunity to inquire about the advisor's experience, qualifications, investment philosophy, and any other concerns you may have.
To verify the credentials of a financial advisor in Greenville, SC, you may:
Top financial advisors in Greenville, SC, typically recommend the following investment strategies based on individual financial goals, risk tolerance, and market conditions:
