Find a Financial Advisor in Seneca, SC

 

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

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We Only Work With The Best Seneca 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 Seneca, SC


  • Financial Advisor Close to Seneca, 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 Seneca, 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 Seneca, SC

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

  • Population: 8,368
  • % of Population 62 Years and Over: 29.9%
  • Average Home Value: $137,400
  • Average Monthly Housing Cost: $670
  • Average Household Income: $54,379
  • 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 Seneca, SC

 

GOLDEN CORNER WEALTH ADVISORS

Website

(864) 888-8700

100 Century Plaza Dr
Suite 5E
Seneca, SC 29678

SEC#: 801-118790
Years in Business: 1 years

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Website

(864) 886-9766

414 Old Clemson Highway

Seneca, SC 29672

SEC#: 801-114454
Years in Business: 2 years

CRESCENT FINANCIAL ADVISORS

Website

(864) 888-2666

10704 Clemson Boulevard

Seneca, SC 29678

SEC#: 801-114128
Years in Business: 3 years

FIDUCIARY ALLIANCE LLC

Website

(864) 385-7999

932 Bypass 123

Seneca, SC 29678

SEC#: 801-108283
Years in Business: 5 years

FIDUCIARY ALLIANCE LLC

Website

(864) 385-7999

932 Bypass 123

Seneca, SC 29678

SEC#: 801-108283
Years in Business: 5 years

CENTER STREET ADVISORS, INC.

Website

(864) 873-9212

809 E. North 1st Street

Seneca, SC 29678

SEC#: 801-80344
Years in Business: 7 years

FIDUCIARY ALLIANCE LLC

Website

(864) 385-7999

932 Bypass 123

Seneca, SC 29678

SEC#: 801-108283
Years in Business: 5 years

FIDUCIARY ALLIANCE LLC

Website

(864) 385-7999

932 Bypass 123

Seneca, SC 29678

SEC#: 801-108283
Years in Business: 5 years

FIDUCIARY ALLIANCE LLC

Website

(864) 385-7999

932 Bypass 123

Seneca, SC 29678

SEC#: 801-108283
Years in Business: 5 years

 


Seneca, SC Financial Advisor FAQs

The most important questions to ask a financial advisor are how do they evaluate investment risk and what fees will be charged.
Yes. If your goal is to provide for a comfortable retirement, if you have a significant estate to pass on, if you have substantial amount of assets that need protection from the possibility of lawsuits or predatory spouses and in-laws, then yes, definitely take into account getting a financial advisor who can evaluate all these scenarios when making plans.
A financial advisor is usually paid on a monthly basis, and can either be an annual retainer or hourly rate.
The first step is to figure out what type of advisor you are looking for.