Find a Financial Advisor in York County, SC

 

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

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We Only Work With The Best York 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 York County, SC


  • Financial Advisor Close to York 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 York 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 York County, SC

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

  • Population: 265,872
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $220,900
  • Average Monthly Housing Cost: $1,028
  • Average Household Income: $87,632
  • 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 York County, 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

 


York County, SC Financial Advisor FAQs

Financial advisors typically charge a fee based on the amount of assets they manage for clients. The great benefit to this system is that most financial advisors have no incentive to push specific products, since they obtain a commission from managing the money rather than from selling the product.
It's is important to do research on your potential financial advisor before you hire them. For instance, does the advisor have experience with the type of assets you are investing in? Does he have any extra qualifications that could apply to your situation?
Professional financial advisors are needed when dealing with significant assets or complicated tax situation.
A financial advisor will help people create realistic and sustainable ways of addressing their financial goals. Financial advisors want all the right things for your future.