Advisers in Rock Hill, SC

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

Financial planning (3)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Anderson Griggs Investments113 E. Main Street, Suite 310 · Rock Hill, SC 29730 · (803) 324-5044 · % of assets managedCRD 110313 · % of assets · $133.6 million AUMSEC registeredNo commissions reported Bna Wealth596 Herrons Ferry Road, Suite 300 · Rock Hill, SC 29730 · (803) 324-7100 · Financial planningCRD 39326 · % of assets, Fixed fees · $619.8 million AUMSEC registeredNo commissions reported Burkett Financial Services, LLC128 East Main Street, Suite 101 · Rock Hill, SC 29730 · (803) 980-3232 · Financial planningCRD 140168 · % of assets, Hourly charges, Fixed fees · $572.6 million AUMSEC registeredNo commissions reported Core Advisory Group744 Arden Lane, Suite 175 · Rock Hill, SC 29732 · (803) 323-8706 · Financial planningCRD 306661 · % of assets, Hourly charges, Fixed fees · $338.4 million AUMSEC registeredNo commissions reported Wealth Rabbit2685 Celanese Road, Ste 100 · Rock Hill, SC 29732 · (704) 912-5450 · Flat / fixed feesCRD 330633 · % of assets, Fixed fees · $2.6 million AUMState registeredNo commissions reported

Talking to advisers in Rock Hill? 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.