The Top Financial Advisors in Greenville, SC

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Fintrust Capital Advisors is a fee-based firm that works with both non-high-net-worth and high-net-worth individuals, as well as investment companies, retirement plans, charities, government entities and businesses.

The advisor team holds multiple certifications, including certified financial planners (CFPs), accredited investment advisors (AIFs) and chartered financial analysts (CFAs), among other designations.

Fintrust has a $100,000 account minimum.

Fees for investment management services are based on a percentage of assets under management. The firm may also act as a broker-dealer, potentially earning commissions for selling securities to clients. This presents a conflict of interest, but when acting as an advisor the firm as a fiduciary responsibility to act in the client’s best interest. 

Fintrust is also ranked among the top 10 firms in the state by SmartAsset. 

Fintrust Capital Advisors Background

Founded in 2007, Fintrust Capital Advisors is a 100% owned subsidiary of United Community Banks, Inc.

Services offered by the firm include fiduciary and institutional consulting, retirement plan consulting, retirement planning, financial planning, wealth protection planning, estate reporting and insurance.

Fintrust Capital Advisors Investment Strategy

Advisors at Fintrust work with clients to come up with a comprehensive investment and financial plan. The advisor considers factors including  financial goals, resources, attitudes, age, experiences, investment time horizon and cash flow. From there, a strategy is devised that works for each client.

Investments may include third-party managers, mutual funds, exchange-traded funds (ETFs), fixed-income securities, options and individual equities.

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Foster Victor Wealth Advisors is a fee-based advisor that serves non-high-net-worth, high-net-worth individuals and businesses.

There are a number of accredited professionals working at the firm, including certified financial planners (CFPs), chartered life underwriters (CLUs) and chartered financial analysts (CFAs), among other designations.

Fees for financial planning and consulting are fixed, while fees for investment management are based on assets under management.

Some of the firm’s employees are also insurance agents and can earn commissions. This is a conflict of interest, but the firm has procedures to make sure actions are made in the best interest of the clients.

Foster Victor is also ranked among the top 10 firms in the state by SmartAsset. 

Foster Victor Wealth Advisors Background

Foster Victor was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker.

Services offered by the firm include investment management, insurance planning, financial planning, business planning, retirement planning, trust and estate reporting, tax planning and college planning.

Foster Victor Wealth Advisors Investment Strategy

Advisors at Foster Victory use various methods of analysis. When choosing an investment, the advisors analyze an issuer’s management team, investment strategies, style drift, past performance, reputation and financial strength in relation to the asset class concentrations and risk.

Portfolio balance is also important in the firm's eyes. Advisors look to invest in eight to nine asset classes in a variety of sectors and types of securities.  

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The Fiduciary Alliance is a fee-based firm with no minimum size to start an account.

Some advisors can earn commissions for selling insurance products and/or securities to clients. This is a potential conflict of interest, but all staff must act in the best interest of the client when serving as an advisor.

The firm works with both non-high-net-worth and high-net-worth individuals, as well pension and profit sharing plans, charitable organizations, other investment advisors, corporations and trusts or 401(k)s.

Fees for investment management are based on a percentage of assets under management. Financial planning is charged a fixed fee based on the services being rendered.

The Fiduciary Alliance Background

The Fiduciary Alliance was founded in 2016 and is principally owned by Brian Boughner and Anthony Mahfood.

Services include investment management, financial planning, business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning and IRA rollovers.

The Fiduciary Alliance Investment Strategy

Around half of the money held by The Fiduciary Alliance is invested in individual stocks. A big portion of the rest is put into mutual funds, with some bonds and cash holdings also employed.

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Wealth Management Advisors, also known as Wagner Wealth Management, works with both non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charities, government entities, insurance companies and corporations. 

The minimum account size at Wagner is $250,000. 

Some of the advisors at the firm are also registered representatives of broker-dealers and/or insurance companies and can earn commissions on the sale of insurance and other products. This is a conflict of interest, but clients will not pay an advisory fee on investments for which they have also paid a commission.

Wealth Management Advisors Background

Wealth Management Advisors was founded in 2014. Wagner Wealth Management is the principal owner of WMA. DEW Holdings, LLC owns 90% of Wagner Wealth Management, LLC, and Osgood LLC owns the remaining 10%.

The firm's services include financial planning, estate planning, retirement plan advisory services and investment management.

Wagner Wealth Management Investment Strategy

Every new relationship begins with the firm sitting down with the new client and gathering information on their objectives, risk tolerance and financial situation. The firm develops an investment plan based on that information and then allocates their assets among a variety of potential investments, including: 

• Separate account managers
• Mutual funds
• Exchange-traded funds (ETFs)
• Individual stocks
• Bonds
• Closed-end funds

Mutual funds and ETFs are the primary way advisors get client money into the U.S. equity market.

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Global View Investment Advisors, a fee-only practice, works with both non-high-net-worth and high-net-worth individuals.

There is no minimum investment or account size for clients at Global View. Fees for wealth management are based on a percentage of assets under management, which will not exceed 2%.

Global View Investment Advisors Background

The firm was founded in 2008. Joe E. Hines and Adam Wiles own at least 25% of the business each.

Services offered by the firm include portfolio management, financial planning, tax planning and estate planning.

Global View Investment Advisors Investment Strategy

Global View Investment Advisors offers wealth management and consultation services for institutional and individual clients. These services are implemented on a discretionary and non-discretionary basis.

According to the firm's brochure, advisor services may also include:

• Preparing investment policy statements
• Asset allocation review
• Mutual fund search and selection
• Performance review and analysis
• Asset management services
• Retirement plan consulting services

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Family Legacy is a fee-based firm serving non-high-net-worth and high-net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.

Clients must meet a minimum account size requirement of $250,000.

The firm’s team holds multiple certifications, including certified public accountants (CPAs), certified financial planners (CFPs) and personal financial specialists (PFSs).

Family Legacy’s advisory fees include asset-based fees and fixed fees.

Family Legacy Background

Founded in 1995, this advisory firm is owned by Christopher A. Brown. William W. Brown, the founder of the business, continues to take an active role in the business. Together, they form a father and son team with backgrounds in tax and accounting.

Family Legacy Investment Strategy 

Family Legacy says on its firm brochure that it holds securities over the long-term, while seeking capital appreciation to create sustainable growth. 

For individually managed accounts, Family Leagacy assumes a conservative investment approach that emphasizes the use of high-yielding stocks and other large-cap stocks.

The firm also uses mid-cap stocks, but to a lesser degree. The firm invests in government bonds, preferred stocks, exchange-traded funds (ETFs), real estate investment trusts (REITs) and other securities to achieve greater diversification. 

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WCM Global Wealth is a fee-only firm that serves non-high-net-worth and high-net-worth individuals, pooled investment vehicles, charitable organizations and retirement plans.

The firm requires an account minimum of $250,000 for prospective clients, and it charges asset-based fees, fixed fees and performance-based fees for its advisory services. 

WCM Global Wealth Background

Wholly-owned by Erik C. Weir, WCM mainly provides investment advisory and financial planning services to its clients. The firm’s financial planning process has multiple stages, including goal identification, plan development and plan implementation. 

The firm was formed in 2011. 

WCM Global Wealth Investment Strategy

In making investment decisions, WCM utilizes an array of strategies, including buy and hold, equity strategies, fundamental value, growth investment strategies, hedging, leverage, relative value and short selling. 

The firm also studies securities using fundamental, technical, quantitative and qualitative methods of analysis. 

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Hardin Capital is a fee-based advisory firm that serves both non-high-net-worth and high-net-worth individuals, as well as charities and businesses.

Clients get charged a percentage of assets under management, which starts at 1.25% for the first $500,000, 1% for the next $2.5 million, and 0.85% for the following $2 million. Rates above $5 million are negotiable.

As a fee-based firm, certain advisors at Hardin Capital can sell financial products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the clients’ best interests.

For clients engaging in portfolio management, Hardin imposes a minimum account balance of $100,000, and an annual fee of at least $500 for any type of account.

Hardin Capital Background

Headquartered in Greenville, Hardin Capital was formed in 2010.

Andrew J. Hardin is the founder of the firm, and sole principal owner.

Hardin Capital Investment Strategy

As with other firms, Hardin Capital says that it makes financial recommendations based on a client’s goals, risk tolerance and investment plan, among other considerations.

The firm offers clients a variety of services, including financial planning, portfolio management and general consulting services.

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Goepper Burkhardt, a fee-only advisor, charges asset-based fees for investment management services, but may charge hourly fees when advising certain clients. 

There is a minimum account size of $1 million or a minimum monthly fee of $750.

Clients primarily include non-high-net-worth and high-net-worth individuals, as well as charitable organizations. 

Goepper Burkhardt  Background

Goepper Burkhardt was founded in 2003. Services include wealth management, portfolio management and comprehensive retirement planning.

Goepper Burkhardt Investment Strategy

The firm creates an investment plan for each client based on individual circumstances, including investment time horizon, risk tolerance, asset allocation parameters, investment restrictions and cash flow requirements.

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Norris Financial Group is a fee-based advisory firm that serves both non-high-net-worth and high-net-worth individuals. Institutional clients also include charitable organizations, and corporations or businesses.

Clients engaging in portfolio management will have to pay a maximum account fee of 2.50% for bundled services. Those with unbundled services, however, will pay separate transaction charges in addition to that fee.

As a fee-based firm, certain members of the advisory team at Norris Financial Group could earn commissions for the sale of financial products. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the best interests of clients.

According to the firm’s brochure, some portfolio management services may only be available for balances over $100,000.

Norris Financial Group Background

Headquartered in Greenville, Norris Financial Group is an independent registered investment advisor.

Norris Financial Group was established in 1999. Terry L. Norris is the firm’s president and owner.

Norris Financial Group Investment Strategy

Before engaging in services, clients will have to get a risk tolerance assessment. An advisor will also help them to fill out an investment policy statement. The client will then be required to fill out a financial planning agreement detailing specific services that will be delivered.

The firm offers a variety of services, including financial planning, investment advisory and asset allocation.

According to the firm’s brochure, financial planning and advisory services can also include retirement planning, insurance analysis, estate planning, investment analysis and education planning.