How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Greenville, South Carolina

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

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.

How To Find Trusted Financial Advisors in Greenville, South Carolina

Greenville has 1 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.

Qualified Financial Advisors in Greenville, South Carolina

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Tony MontanariCIMA^®Edelman Financial Engines, LLC - tariktest38 Orchard StreetAsheville, NC 28801	26 Years	$150,000,000	$500,000	Fee-Based

Financial Advisor

Tony MontanariCIMA^®Edelman Financial Engines, LLC - tariktest38 Orchard StreetAsheville, NC 28801

Experience26 Years

AUM$150,000,000

Minimum Assets$500,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Greenville, South Carolina

VETTED

Tony MontanariCIMA^®

Edelman Financial Engines, LLC - tariktest

About Tony Montanari

Tony is the founder and lead financial advisor of ACM Wealth Management. Tony is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMAAAMS^®) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2024, 2018, 2017, 2016, 2015, 2014, 2013, & 2012 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.

Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, the Investments & Wealth Institute and the Financial Services Institute. Tony is a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Wylie area of Charlotte and also maintains a home in Lake Lure with his wife Lesley, and their three children, Evan, Logan and Emma.

About Edelman Financial Engines, LLC - tariktest

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

Advisory Services Provided

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

Qualifications

CRD# 3089483 Firm CRD# 10740Series 7, 31, 63, 65

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location

38 Orchard Street,Asheville,NC 28801

Phone Number

877-707-5429

WiserAdvisor Reviews

Note: 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.

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Greenville, South Carolina

Greenville, South Carolina is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Greenville, South Carolina are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Greenville, South Carolina, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


LPL FINANCIAL LLCFort Mill, SC	35841	1910545	$463,475,486,343	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
GREYSTAR INVESTMENT GROUP, LLCCharleston, SC	510	61	$28,309,013,200	A percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
APOLLON WEALTH MANAGEMENT, LLCMount Pleasant, SC	167	15301	$5,519,652,128	A percentage of AUM, Hourly charges, Fixed fees
PERMCAP INVESTMENT OFFICECharleston, SC	16	42	$4,462,882,442	A percentage of AUM, Fixed fees, Performance Based
SOUTHSTATE ADVISORY, INC.Columbia, SC	20	420	$3,417,068,970	A percentage of AUM, Hourly charges, Fixed fees
PERFORMA LIMITED (US), LLCCharleston, SC	16	114	$3,375,104,696	A percentage of AUM
TANDEM INVESTMENT ADVISORS INCCharleston, SC	14	9811	$3,239,657,732	A percentage of AUM
FOSTER VICTOR WEALTH ADVISORSGreenville, SC	35	5502	$2,014,684,499	A percentage of AUM, Fixed fees
ABACUS PLANNING GROUP, INC.Columbia, SC	27	2566	$1,681,630,457	A percentage of AUM, Hourly charges, Fixed fees
GREENWOOD CAPITAL ASSOCIATES, LLCGreenwood, SC	19	714	$1,495,477,486	A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
GROUND SWELL CAPITAL, LLCFolly Beach, SC	10	1	$1,456,875,045	Performance Based, Other (EXPENSE REIMBURSEMENT)
COLONIAL TRUST ADVISORS, INC.Spartanburg, SC	23	1990	$1,399,678,109	A percentage of AUM, Fixed fees
THE FIDUCIARY ALLIANCEGreenville, SC	48	16591	$1,227,969,964	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
ANCHOR INVESTMENT MANAGEMENTColumbia, SC	17	1922	$1,171,606,070	A percentage of AUM, Fixed fees
CCM INVESTMENT ADVISERS, LLCColumbia, SC	11	906	$1,093,282,659	A percentage of AUM, Fixed fees

Firm Name

LPL FINANCIAL LLCFort Mill, SC

No. of Advisors35841

AUM$463,475,486,343

No. of Clients1910545

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm Name

GREYSTAR INVESTMENT GROUP, LLCCharleston, SC

No. of Advisors510

AUM$28,309,013,200

No. of Clients61

Fee StructureA percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)

Firm Name

APOLLON WEALTH MANAGEMENT, LLCMount Pleasant, SC

No. of Advisors167

AUM$5,519,652,128

No. of Clients15301

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

PERMCAP INVESTMENT OFFICECharleston, SC

No. of Advisors16

AUM$4,462,882,442

No. of Clients42

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SOUTHSTATE ADVISORY, INC.Columbia, SC

No. of Advisors20

AUM$3,417,068,970

No. of Clients420

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

PERFORMA LIMITED (US), LLCCharleston, SC

No. of Advisors16

AUM$3,375,104,696

No. of Clients114

Fee StructureA percentage of AUM

Firm Name

TANDEM INVESTMENT ADVISORS INCCharleston, SC

No. of Advisors14

AUM$3,239,657,732

No. of Clients9811

Fee StructureA percentage of AUM

Firm Name

FOSTER VICTOR WEALTH ADVISORSGreenville, SC

No. of Advisors35

AUM$2,014,684,499

No. of Clients5502

Fee StructureA percentage of AUM, Fixed fees

Firm Name

ABACUS PLANNING GROUP, INC.Columbia, SC

No. of Advisors27

AUM$1,681,630,457

No. of Clients2566

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

GREENWOOD CAPITAL ASSOCIATES, LLCGreenwood, SC

No. of Advisors19

AUM$1,495,477,486

No. of Clients714

Fee StructureA percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)

Firm Name

GROUND SWELL CAPITAL, LLCFolly Beach, SC

No. of Advisors10

AUM$1,456,875,045

No. of Clients1

Fee StructurePerformance Based, Other (EXPENSE REIMBURSEMENT)

Firm Name

COLONIAL TRUST ADVISORS, INC.Spartanburg, SC

No. of Advisors23

AUM$1,399,678,109

No. of Clients1990

Fee StructureA percentage of AUM, Fixed fees

Firm Name

THE FIDUCIARY ALLIANCEGreenville, SC

No. of Advisors48

AUM$1,227,969,964

No. of Clients16591

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

ANCHOR INVESTMENT MANAGEMENTColumbia, SC

No. of Advisors17

AUM$1,171,606,070

No. of Clients1922

Fee StructureA percentage of AUM, Fixed fees

Firm Name

CCM INVESTMENT ADVISERS, LLCColumbia, SC

No. of Advisors11

AUM$1,093,282,659

No. of Clients906

Fee StructureA percentage of AUM, Fixed fees

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?