Fee-OnlyFinder

Advisers in Spartanburg, SC

3 advisers in Spartanburg — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Colonial Trust Advisors, INC.233 South Pine Street · Spartanburg, SC 29302 · (864) 582-3356 · Financial planningCRD 110257 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedMtm Investment Management, LLC812 East Main Street · Spartanburg, SC 29302 · (864) 582-7000 · % of assets managedCRD 297500 · % of assets · $678.1 million AUMSEC registeredNo commissions reportedStravolo Wealth Management, LLC775 Spartan Boulevard, Suite 105 · Spartanburg, SC 29301 · (864) 587-1685CRD 149636 · Other · $8.9 million AUMState registeredNo commissions reported
Talking to advisers in Spartanburg? 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.