Fee-OnlyFinder

Advisers in Fort Mill, SC

5 advisers in Fort Mill — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (3)

All advisers

Auranser INC.3160 Hwy 21 Ste 103-873 · Fort Mill, SC 29715 · (888) 311-9964 · % of assets managedCRD 340833 · % of assetsSEC registeredNo commissions reportedIntentional850 Bee Balm Trail · Fort Mill, SC 29708 · (866) 752-6410 · Financial planningCRD 318570 · % of assets, Hourly charges · $175.8 million AUMSEC registeredNo commissions reportedLpl Enterprise, LLC1055 Lpl Way · Fort Mill, SC 29715 · (704) 733-3300 · Financial planningCRD 8733 · % of assets, Hourly charges, Fixed fees · $24.9 billion AUMSEC registeredNo commissions reportedLpl Financial LLC1055 Lpl Way · Fort Mill, SC 29715 · (704) 733-3300 · Financial planningCRD 6413 · % of assets, Hourly charges, Fixed fees · $819.1 billion AUMSEC registeredNo commissions reportedMacaulay & Associates, LLC360 Kingsley Park Drive, Suite 190 · Fort Mill, SC 29715 · (803) 802-7224 · Financial planningCRD 144717 · % of assets, Hourly charges, Fixed fees · $81.3 million AUMState registeredNo commissions reported
Talking to advisers in Fort Mill? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.