Find a Financial Advisor in Lexington County, SC

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

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We Only Work With The Best Lexington County 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 Lexington County, SC


  • Financial Advisor Close to Lexington 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 Lexington 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 Lexington County, SC

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

  • Population: 290,278
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $162,800
  • Average Monthly Housing Cost: $931
  • Average Household Income: $79,492
  • 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 Lexington County, SC

 

ASSET MANAGEMENT AND PLANNING, LLC

Website

(803) 739-6311

602 Meeting Street
Suite C
West Columbia, SC 29169

SEC#: 801-60743
Years in Business: 20 years

BURKETT FINANCIAL SERVICES, LLC

Website

(803) 794-3712

3101 Sunset Blvd

West Columbia, SC 29169

SEC#: 801-67535
Years in Business: 15 years

 


Lexington County, SC Financial Advisor FAQs

Lexington County is located in the central part of South Carolina, about midway between Charleston and Columbia. The county seat is Lexington, and the largest city is Cayce. The top employer in Lexington County, South Carolina is the county government, with over 4,000 employees and an annual budget of over $400 million. Lexington County is best known for its rich history, and for its abundance of natural resources. The county is home to several state parks, including Congaree National Park, and a variety of nature preserves. Lexington County is also the birthplace of American thoroughbred horse racing. We've made it easier for you to connect to financial advisors by scouting only the best in Lexington County, SC. Its county seat is Lexington and is also its largest town. It is the sixth-largest county in South Carolina by population and is part of the Columbia, SC Metropolitan Statistical Area. Adjacent counties to this area are Saluda County on the west, Richland County on the east, Calhoun County on the southeast, and Newberry County on the northwest. Browse through the links below to connect with financial advisors working nearby.

It varies how much they make, but typically they charge an hourly rate for work done and a percentage on assets managed unless it’s a commission-based type of system.

Don't be afraid to ask a lot of questions about your advisor's philosophy and approach to investing. You might want to get approval from a second opinion before you invest any money with any agency or person.

A financial advisor will help your family be more successful in pursuing goals such as saving for college or retirement. Financial planning is worth the investment-- especially when you consider how much the average American will spend on their children’s college education over time.

Financial advisors work in the realm of finance, helping people keep their finances in order.

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.