Find a Financial Advisor in Rock Hill, SC

 

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We Only Work With The Best Rock Hill Financial Advisors


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

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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 Rock Hill, SC


  • Financial Advisor Close to Rock Hill, 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 Rock Hill, 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 Rock Hill, SC

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

  • Population: 73,334
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $157,600
  • Average Monthly Housing Cost: $989
  • Average Household Income: $68,086
  • 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 Rock Hill, SC

 

BURKETT FINANCIAL SERVICES, LLC

Website

(803) 980-3232

128 East Main Street
Suite 201
Rock Hill, SC 29730

SEC#: 801-67535
Years in Business: 14 years

BNA WEALTH

Website

(803) 324-7100

596 Herrons Ferry Road
Suite 300
Rock Hill, SC 29730

SEC#: 801-48984
Years in Business: 26 years

GREAT VALLEY ADVISOR GROUP, INC.

Website

(803) 985-2447

1420 Ebenezer Road
Suite #106
Rock Hill, SC 29732

SEC#: 801-72270
Years in Business: 10 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(803) 329-0609

948 Myrtle Dr.

Rock Hill, SC 29730

SEC#: 801-101485
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(803) 329-0609

948 Myrtle Dr.

Rock Hill, SC 29730

SEC#: 801-101485
Years in Business: 6 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(803) 909-7000

305 Oakland Avenue

Rock Hill, SC 29730

SEC#: 801-78808
Years in Business: 8 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(803) 909-7000

323 Oakland Avenue

Rock Hill, SC 29730

SEC#: 801-78808
Years in Business: 8 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(803) 329-0609

948 Myrtle Dr.

Rock Hill, SC 29730

SEC#: 801-101485
Years in Business: 6 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(803) 909-7000

305 Oakland Avenue

Rock Hill, SC 29730

SEC#: 801-78808
Years in Business: 8 years

 


Rock Hill, SC Financial Advisor FAQs

A financial advisor is someone who advises their clients on anything related to finances. This encompasses several different aspects of management, including taxes, retirement planning, stocks and shares etc.
Do your homework. Find out how the financial advisor is compensated, what products they sell, and whether or not they're (or their firm) registered with the Securities and Exchange Commission. It's also a good idea to speak with multiple people who use their services to find out which financial advisor has best served them. Don't be afraid to ask lots of questions before choosing someone to handle your finances - it's important that you put time into finding the best person for you.
That depends on a few factors. If you're not at all confident in your ability to execute trades on your own or care primarily about insuring specific assets such as retirement plans or home ownership against unforeseen circumstances such as death or disability it's probably worth talking to an advisor.
You can find local life insurance agents, stock brokers, or advisors at banks often. If you're looking for an advisor to specifically manage your money, expect them to be licensed.