Fort Mill, SC Financial Advisors and Resources



Financial Advisor Firms in Fort Mill, SC


FORTIGENT, LLC

Website

(800) 877-7210

1055 Lpl Way

Fort Mill, SC 29715

SEC#: 801-65931
Years in Business: 15 years

LPL FINANCIAL LLC

Website

(704) 733-3300

1055 Lpl Way

Fort Mill, SC 29715

SEC#: 801-10970
Years in Business: 46 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(803) 802-7676

1171 Market Street
Suite 206
Fort Mill, SC 29708

SEC#: 801-60183
Years in Business: 20 years

ADVISORY ALPHA, LLC

Website

(704) 556-1388

127 Ben Casey Dr
Suite 104
Fort Mill, SC 29708

SEC#: 801-72499
Years in Business: 10 years

LPL FINANCIAL LLC

Website

(704) 733-3482

1055 Lpl Way

Fort Mill, SC 29715

SEC#: 801-10970
Years in Business: 46 years

LPL FINANCIAL LLC

Website

(704) 816-8000

481 Munn Road Suite 225

Fort Mill, SC 29715

SEC#: 801-10970
Years in Business: 46 years

GLADSTONE INSTITUTIONAL ADVISORY LLC

Website

(704) 816-8000

481 Munn Road
Suite 225
Fort Mill, SC 29715

SEC#: 801-101532
Years in Business: 6 years

NXT CAPITAL INVESTMENT ADVISERS, LLC

Website

(678) 819-3757

1201 Carolina Pl.
Suite 101
Fort Mill, SC 29708

SEC#: 801-74046
Years in Business: 9 years

LPL FINANCIAL LLC

Website

(704) 733-3482

1055 Lpl Way

Fort Mill, SC 29715

SEC#: 801-10970
Years in Business: 46 years


How Retirement-Friendly is Fort Mill, SC?

  • Population: 17,692
  • % of Population 62 Years and Over: 12.5%
  • Average Home Value: $294,700
  • Average Monthly Housing Cost: $1,321
  • Average Household Income: $107,559
  • 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.)


Fort Mill, SC Financial Advisor FAQs

Financial advisors charge a variety of fees, usually a percentage of assets under management, but some also assess an hourly rate or flat annual fee. The type and scope of services they offer will have an effect on their rate as well.
A financial advisor acts as a counselor and educator for those who need to plan for their financial future. They offer advice on strategies, resources, needs and debts.
A good place to start would be understanding his/her type of services. There is a wide range, so he or she might have many different types of services available for you depending on your needs and individual situation.
Decision-making can be difficult, but it's always better to have someone to help you understand the situation. When you have a trusted relationship with financial advisor who knows what they are talking about, it makes decision-making much easier. It also saves time and protects against overconfidence bias, which has been shown in studies to lead people into making bad decisions that usually result in poor investment outcomes.