Find a Financial Advisor in Spartanburg County, SC

 

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

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We Only Work With The Best Spartanburg 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 Spartanburg County, SC


  • Financial Advisor Close to Spartanburg 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 Spartanburg 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 Spartanburg County, SC

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

  • Population: 307,617
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $153,400
  • Average Monthly Housing Cost: $788
  • Average Household Income: $69,514
  • 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 Spartanburg County, SC

 

COLONIAL TRUST ADVISORS, INC.

Website

(864) 582-3356

359 South Pine Street

Spartanburg, SC 29302

SEC#: 801-53402
Years in Business: 24 years

MTM INVESTMENT MANAGEMENT, LLC

Website

(864) 582-7000

812 East Main Street

Spartanburg, SC 29302

SEC#: 801-113650
Years in Business: 3 years

FIDUCIARY ALLIANCE LLC

Website

(401) 660-7841

149 W Main Street
Suite B
Spartanburg, SC 29306

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

FIDUCIARY ALLIANCE LLC

Website

(401) 660-7841

149 W Main Street
Suite B
Spartanburg, SC 29306

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

FIDUCIARY ALLIANCE LLC

Website

(401) 660-7841

149 W Main Street
Suite B
Spartanburg, SC 29306

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

FIDUCIARY ALLIANCE LLC

Website

(401) 660-7841

149 W Main Street
Suite B
Spartanburg, SC 29306

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

FIDUCIARY ALLIANCE LLC

Website

(401) 660-7841

149 W Main Street
Suite B
Spartanburg, SC 29306

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

FIDUCIARY ALLIANCE LLC

Website

(401) 660-7841

149 W Main Street
Suite B
Spartanburg, SC 29306

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

FIDUCIARY ALLIANCE LLC

Website

(401) 660-7841

149 W Main Street
Suite B
Spartanburg, SC 29306

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

 


Spartanburg County, SC Financial Advisor FAQs

Financial advisors are paid differently depending on the type of services they offer. Which is best for you will depend on your situation.
It is important that you find a financial advisor that aligns with your values when choosing someone to talk to about investments.
Yes. Money management takes expertise and time, so it can be difficult to juggle all of your finances on your own - especially if you have investments, retirement savings or children.
Financial advisors also help establish budgeting practices, like setting up direct deposit for monthly bills or paying off high-interest monthly balances before moving on to lower interest debts. Depending on their area of specialization, some also help clients with their tax payments and estate plans.