Find a Financial Advisor in Aiken County, SC

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We Only Work With The Best Aiken County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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All of our partners are advisors who hold the proper designations from FINRA

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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Aiken County, SC

  • Financial Advisor Close to Aiken County, SC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Aiken County, SC

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Aiken County, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Aiken County financial advisors.
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How Retirement-Friendly is Aiken County, SC?

  • Population: 168,301
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $159,700
  • Average Monthly Housing Cost: $774
  • Average Household Income: $68,799
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)


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The Top Financial Advisor Firms in Aiken County, SC

 

CORNERSTONE WEALTH GROUP, LLC

Website

(803) 648-3003

137 Old Market Street, Ste 203

Aiken, SC 29803

SEC#: 801-112164
Years in Business: 4 years

 


Aiken County, SC Financial Advisor FAQs

Aiken County is located in the west-central part of South Carolina, about 30 miles east of Augusta, Georgia, and 100 miles southwest of Columbia, South Carolina. The county covers an area of 816 square miles. The top employer in Aiken County, South Carolina is IMS Heilig-Meyers with 3,800 employees and $1.4 billion in annual revenue. Aiken County is best known as a horse and racing community. The Aiken Training Track, located in the city of Aiken, is a popular spot for racehorse trainers and owners from all over the world. Connect with our trusted team of financial advisors in Aiken County, SC whose county seat and the largest city at the same time is Aiken. This county is mostly located in the Sandhills region with its northern parts reaching the Piedmont and its southern part touching the Coastal Plain. It holds the record as the fourth largest county in South Carolina by land area. Its adjacent counties are Edgefield County in the west, Barnwell County in the south, Orangeburg County in the east, and Saluda County in the north. Visit the links posted below to see which financial advisors work nearby.

It's important to find out if the advisor is registered in your state, so you can verify she has met the requirements. The most important question in this regard is whether or not they are also registered with the Securities and Exchange Commission (SEC) for investment actions, including when they give advice on stocks and shares.

If you have specialized investments or complex questions about taxes, an advisor might be the best choice for you. Financial advisors also take on less risk than individuals because they can balance their allocations across several different types of investment vehicles, instead of investing in just one kind of asset class.

Financial advisors primarily help clients come up with a plan for how to save, spend or give money. They make recommendations about investments and other financial products such as insurance policies.

Find an advisor knowledgeable about your risk tolerance, retirement age, and other factors that affect your investing decision-making process, like what current investments or bonds you already have in place—and that has experience handling other clients' needs.


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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.