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Financial planning in Greenville, SC

24 advisers in Greenville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 24

Bca Private Wealth, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 140913 · % of assets, Hourly charges, Fixed fees · $317.3 million AUMSEC registeredNo commissions reportedCapital Focus, INC.412-C Pettigru Street · Greenville, SC 29650 · (864) 250-1177 · Financial planningCRD 152149 · % of assets, Hourly charges · $16.3 million AUMState registeredNo commissions reportedDBA Big Money Retirement and Big Retirement632 S Main St · Greenville, SC 29601 · (864) 920-3155 · Financial planningCRD 318698 · % of assets, Fixed fees · $147.1 million AUMSEC registeredNo commissions reportedDiscipline Wealth Solutions, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 315846 · % of assets, Hourly charges, Fixed fees · $746.7 million AUMSEC registeredNo commissions reportedFamily Legacy, INC.900 Pendleton Street, Suite 200 · Greenville, SC 29601 · (864) 233-0808 · Financial planningCRD 110945 · % of assets, Fixed fees · $377.3 million AUMSEC registeredNo commissions reportedFiduciary Organization, LLC217 West Stone Ave · Greenville, SC 29609 · (864) 704-5114 · Financial planningCRD 325661 · % of assets, Hourly charges, Fixed fees · $14.8 million AUMState registeredNo commissions reportedFoster Victor10 Toy Street, Suite 200 · Greenville, SC 29601 · (864) 720-2000 · Financial planningCRD 283656 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedGlobal View Investment Advisors, LLC800 E Washington St, Suite a · Greenville, SC 29601 · (864) 272-0818 · Financial planningCRD 145499 · % of assets, Hourly charges · $553.8 million AUMSEC registeredNo commissions reportedGoepper Burkhardt LLC531 South Main Street, Suite 303 · Greenville, SC 29601 · (864) 370-3244 · Financial planningCRD 127896 · % of assets · $380.3 million AUMSEC registeredNo commissions reportedGreenville Capital330 East Coffee Street · Greenville, SC 29601 · (864) 979-0000 · Financial planningCRD 309954 · % of assets · $40.2 million AUMState registeredNo commissions reported
Hardin Capital Partners, LLC1207 E. Washington Street · Greenville, SC 29601 · (864) 252-4200 · Financial planningCRD 153023 · % of assets, Hourly charges · $447.8 million AUMSEC registeredNo commissions reportedIdle Hill Advisors LLC201 Roper Creek Drive · Greenville, SC 29615 · (864) 297-6125 · Financial planningCRD 317040 · % of assets · $107.5 million AUMSEC registeredNo commissions reportedIntelligent Investing33 Market Point Drive · Greenville, SC 29607 · (864) 679-0500 · Financial planningCRD 286436 · % of assets, Hourly charges, Fixed fees · $54.3 million AUMState registeredNo commissions reportedJ. Freeman & Associates8 Pelham Road · Greenville, SC 29615 · (864) 331-4400 · Financial planningCRD 144039 · % of assets, Fixed fees · $175.0 million AUMSEC registeredNo commissions reportedMatch Grade Advisors400 Pettigru St · Greenville, SC 29601 · (864) 250-0661 · Financial planningCRD 299181 · % of assets, Fixed fees · $479.4 million AUMSEC registeredNo commissions reportedMatthews Wealth Management LLC330 E. Coffee Street · Greenville, SC 29601 · (864) 527-5982 · Financial planningCRD 291443 · % of assets, Hourly charges, Fixed fees · $39.3 million AUMState registeredNo commissions reportedNorris Financial Group, LLC605 N. Main Street · Greenville, SC 29601 · (864) 235-6408 · Financial planningCRD 129422 · % of assets, Hourly charges, Fixed fees · $353.0 million AUMSEC registeredNo commissions reportedPrimetrust Advisors LLC850 S Pleasantburg Dr, Suite 101 · Greenville, SC 29607 · (864) 552-4020 · Financial planningCRD 141625 · % of assets, Hourly charges, Fixed fees · $421.6 million AUMSEC registeredNo commissions reportedRogers Financial Advisory Group, LLC7 Boyce Avenue · Greenville, SC 29601 · (864) 250-1376 · Financial planningCRD 130223 · % of assets, Hourly charges, Subscription fees · $42.9 million AUMState registeredNo commissions reportedSoutheast Financial AdvisorsC/O 107 Manly Street · Greenville, SC 29601 · (864) 284-6511 · Financial planningCRD 121757 · % of assets, Hourly charges, Fixed fees · $133.0 million AUMSEC registeredNo commissions reportedTaverik Capital, LLC220 N. Main Street, Suite 500 · Greenville, SC 29601 · (864) 967-9838 · Financial planningCRD 156594 · % of assets, Fixed fees, Performance-based fees · $97.5 million AUMSEC registeredNo commissions reportedThe Fiduciary Alliance135 S Main St, Suite 600 · Greenville, SC 29601 · (864) 385-7999 · Financial planningCRD 284924 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedTrunorth Advisors501 River Street, Suite 200 · Greenville, SC 29601 · (864) 800-1831 · Financial planningCRD 304558 · % of assets · $300.8 million AUMSEC registeredNo commissions reportedWealth Management Advisors, LLC3 Legacy Park Road, Suite a · Greenville, SC 29607 · (864) 236-4706 · Financial planningCRD 171260 · % of assets, Hourly charges, Fixed fees · $686.1 million AUMSEC registeredNo commissions reported