Find a Financial Advisor in Clinton, SC

 

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We did the hard work of finding trustworthy partners in Clinton, SC.

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We Only Work With The Best Clinton Financial Advisors


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

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

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

Trustworthiness

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 Clinton, SC


  • Financial Advisor Close to Clinton, 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 Clinton, 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 Clinton, SC

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

  • Population: 8,443
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $98,100
  • Average Monthly Housing Cost: $678
  • Average Household Income: $47,675
  • 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.)



The Top Financial Advisor Firms in Clinton, SC

 

SWAIMBROWN WEALTH MANAGEMENT LLC

Website

(864) 833-4450

301 North Broad Street

Clinton, SC 29325

SEC#: 801-113689
Years in Business: 3 years

 


Clinton, SC Financial Advisor FAQs

Fees are usually calculated as a percentage based upon how much money you have invested with this advisor.
The first step in choosing a financial advisor is to decide which level of advice you're looking for. Do you want someone to make financial decisions with limited input from you, or do you need help finding the best investments and loans?
The duties and responsibilities of a financial advisor depend on the type of company and breadth of services offered. Most financial advisors provide investment advice and/or portfolio management services, which means they help potential investors choose what investments to buy or sell to create their desired portfolios.
You should ask questions that are specific to your needs. For example, how will this product or service affect my current tax situation? How is our investment portfolio structured? You might also like to ask the advisor what they most often invest in themselves and why they choose it. Lastly, you can simply ask them about which investments interest them the most.