Find a Financial Advisor in Florence, SC

 

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

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We Only Work With The Best Florence 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 Florence, SC


  • Financial Advisor Close to Florence, 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 Florence, 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 Florence, SC

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

  • Population: 38,487
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $165,000
  • Average Monthly Housing Cost: $817
  • Average Household Income: $72,922
  • 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 Florence, SC

 

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Website

(843) 665-6321

1411 Second Loop Road

Florence, SC 29505

SEC#: 801-61500
Years in Business: 19 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(843) 519-1100

135 S. Dargan Street
Suite 200
Florence, SC 29506

SEC#: 801-69815
Years in Business: 12 years

CANTELLA & CO., INC.

Website

(843) 398-2873

185 West Evans Street

Florence, SC 29501

SEC#: 801-60841
Years in Business: 19 years

HORACE MANN INVESTORS, INC.

Website

(843) 662-6758

121 South Warley Street

Florence, SC 29501

SEC#: 801-80964
Years in Business: 6 years

CANTELLA & CO., INC.

Website

(843) 398-2873

185 West Evans Street

Florence, SC 29501

SEC#: 801-60841
Years in Business: 19 years

 


Florence, SC Financial Advisor FAQs

A financial advisor has specific knowledge about taxes, retirement investments, insurance products, estate planning, market ups and downs because they are educated in business finance. The financial advisor hopes to maximize your funds by working with you to ensure your money is running as efficiently as possible knowing all sorts of basic information about banking too.
The answer depends on the person, but generally speaking if you have a lot of money then a financial advisor can be a benefit to help increase your returns.
This is a very important question and there are many things to consider when picking the right advisor. One of the most important considerations is whether they will provide guidance as you meet your financial goal such as retirement, education, or wealth building. Understanding their qualifications and experience in managing those types of financial goals will help you decide if that's an appropriate adviser for your needs.
Financial advisors can range from a full-time employee of a financial institution to a one-person shop creating custom financial plans tailored for each client. Fee structures for this profession vary, but usually it is based on the size and complexity of the plan. This includes performance-based commission fees, hourly wage or flat rate fees or an upfront set up fee with monthly or annual cost after that.