What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Greenville, SC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Greenville, SC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Danielle Harmon
CFP®
Clark Asset Management, LLC
Simpsonville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer our bundle of investment management & financial planning for a simple, fixed flat-fee of $12,500 per year.
Cheryl Holland
CFP®, CFBA
Abacus Planning Group, Inc.
Greenville, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Brandon Seibel
CFP®
Oasis Wealth Planning Advisors, LLC
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Alpharetta, GA and beyond through in-person and video conferencing.
Anne Marie Ashworth
CFP®, CRC®
Abacus Planning Group, Inc.
Greenville, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Greg Liro
CooksonPeirce Wealth Management
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your Experienced Investment Management Team - Hands-on planning & portfolios built for humans, by humans.
Brittany Wolff
CFP®, AAMS™
Wolff Financial
Greenville, SC
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning Stratgies, Estate Planning, Risk Management/Insurance Review and Planning, Cash Flow and Debt Management
Wolff Financial equips millennial women and couples with the financial tools they need to live the lives they imagine.
David Hunter
CFP®
Horizons Wealth Management
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Horizons Managed Portfolios
We specialize in providing objective and comprehensive Fee-Only financial planning and investment management to help our clients build, manage, grow, and protect their assets through life’s transitions, especially retirement.
Cameron Magoon
Credent Wealth Management
Greenville, SC
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Richard Van Der Noord
CFP®
Van Der Noord Financial Advisors, Inc.
Clemson, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Greenville and Clemson, SC, with clients locally & across the country
Charles Flowers
CFA
Abacus Planning Group, Inc.
Greenville, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Bland Burkhardt
CFP®, CPA/PFS, RMA®
Goepper Burkhardt Retirement Wealth Management
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Retirement Wealth Management serving the Greenville, SC area.
Laura Cook
CFP®, BFA, APMA™
Flourish Financial Life Planning
Anderson, SC
Specialties: Comprehensive Financial Planning, Values-based Financial Planning, Investment Management, Biblically Responsible Investing, Retirement Income Planning, Long Term Care and End of Life Planning, Insurance & Risk Planning
I started Flourish Financial Life Planning to help women of faith align their money with their values, and create lives for themselves filled with peace, passion, and purpose.
Laird Green
CFP®
Abacus Planning Group, Inc.
Greenville, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Adam Wiles
CFP®
Global View Investment Advisors, LLC
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate Planning
Fee-Only financial planner located in Greenville, SC, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
