Find a financial advisor in Greenville, SC

Find financial advisors in Greenville, SC

Find financial advisors in Greenville, SC

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Greenville, SC

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Greenville, SC

Clients agree: these Greenville financial advisors are highly rated for knowledge, experience, communication, and more.
JL Income Tax Plus LLC

JL Income Tax Plus LLC

New on Thervo
Offers online services
Serves Greenville, SC
We take every client, no matter the size and bring out its best interself. Our satisfaction is when our clients see their growth
Richardson Bookkeeping LLC

Richardson Bookkeeping LLC

New on Thervo
Offers online services
7+ years in business
Serves Greenville, SC
I strive to be one-stop shop for all your Business needs from LLC Formation to the closing of your business and everything in between. I love helping other business owners grow and operate. I help with Taxes, Personal 1040 Tax Returns, Notary in South Carolina and Bookkeeping.
Jon Manning, CPA, CFP, CVA

Jon Manning, CPA, CFP, CVA

New on Thervo
Offers online services
10+ years in business
Serves Greenville, SC
I have over 25 years of experience. I owned a CPA practice with two offices in Florida. I eventually sold the practice amd buildings to two of my long time CPA's. My wife and I had a sailboat built for us in Barcelona Spain. We sailed it back to Florida and then continued to sail to Nova Scotia, Bahamas, Puerto Rico, Turks and Caicos, Virgin Islands, St. Barts, St. Martin and various other places for a couple of years. I would come back to Florida for tax seasons to make the transition easier on the sale of the practice. After that, I continued to practice from the clients I picked up through referrals. After sailing, my wife and I mov...
Taylor Wealth Management Group

Taylor Wealth Management Group

New on Thervo
Offers online services
Serves Greenville, SC
Taylor Wealth Management Group is an independent firm. We believe our clients deserve unbiased prudent counsel. We provide a comprenhensive road map for each client to exceed in accomplishing their goals. Taking the stress out of our clients financial life.
Contax Services LLC

Contax Services LLC

New on Thervo
17+ years in business
Serves Greenville, SC
Hello, I'm Daniela from CONTAX SERVICES, we are located at 4601 white horse rd, Greenville SC. We have always been characterized by our commitment and efficiency. We present the two taxes you are looking for. If you are interested, please call us at (864) 220-2544 to schedule an appointment.
Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group

New on Thervo
Offers online services
18+ years in business
Serves Greenville, SC
We are an established independent firm providing fee-only financial planning and investment management (i.e., NO commissions). We only work on the fiduciary starndard care, thus legally obligated to always recommend what's best for our clients. All advisors have university degrees in financial planning. Our truly independent firm is NAPFA-registered and SEC-registered and includes three UGA professors of financial planning. Working as a team to help others reach their goals and to solve challenging puzzles in the most efficient ways possible - it's a dream job....
Herring Consulting & Financial Group, Inc.

Herring Consulting & Financial Group, Inc.

New on Thervo
Offers online services
27+ years in business
Serves Greenville, SC
We Do More Than Just Personal & Business Tax Preparation!! We specialize in payroll services, bookkeeping, and business consulting services. Also, we offer other products through Herring Consulting & Financial Group, Inc for your needs: life insurance, health insurance, disability income protection, Medicare health insurance, retirement plans, tax-free income planning, group health, voluntary employee benefits, and much more. Our leadership has over 34 years in the financial services, insurance, mortgage banking, tax industry, and business consulting serving NC, SC, and GA.
Retirement Transition Advisory Group

Retirement Transition Advisory Group

New on Thervo
Offers online services
4+ years in business
Serves Greenville, SC
We focus on helping people plan their retirement. We put an emphasis on income strategies. I have 33 years of experience in the financial services field. I enjoy helping people to retire with confidence they are going to be comfortable.

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Greenville financial advisors

Recent success stories from people in the Greenville area.
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