Fiduciary advisors in Greenville, SC

21 registered advisers

Greenville is BMW and Michelin manufacturing operations anchor an advisory market that also serves a growing healthcare and finance corridor. Of those, 19 are fee-only practices that do not earn commissions from financial product sales. The directory below breaks down each firm's fee structure, client base, and regulatory standing.

BCA PRIVATE WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #140913
Typical Fee--
AUM$317M
Minimum--
Clients1,367

BURGESS INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #318698
Typical Fee--
AUM$109M
Minimum--
Clients697

CORNERSTONE ALTERNATIVES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #330043
Typical Fee--
AUM$181M
Minimum--
Clients430

DISCIPLINE WEALTH SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #315846
Typical Fee--
AUM$747M
Minimum--
Clients1,900

FAMILY LEGACY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #110945
Typical Fee1.50%
AUM$332M
Minimum$250,000
Clients623

FOSTER VICTOR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #283656
Typical Fee1.05%
AUM$2.2B
Minimum--
Clients5,795

GLOBAL VIEW INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #145499
Typical Fee--
AUM$554M
Minimum--
Clients1,656

GOEPPER BURKHARDT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #127896
Typical Fee--
AUM$326M
Minimum--
Clients660

HARDIN CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #153023
Typical Fee--
AUM$448M
Minimum--
Clients1,330

IDLE HILL ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Greenville, South CarolinaCRD #317040
Typical Fee--
AUM$104M
Minimum--
Clients200

J. FREEMAN & ASSOCIATES

Clean RecordAlso Compensated via Brokerage
Greenville, South CarolinaCRD #144039
Typical Fee--
AUM$175M
Minimum--
Clients367

MATCH GRADE ADVISORS

Fee-Only, No ConflictsClean Record
Greenville, South CarolinaCRD #299181
Typical Fee--
AUM$361M
Minimum--
Clients1,037

MATTY AI INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #317016
Typical Fee--
AUM$37K
Minimum--
Clients133

NORRIS FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #129422
Typical Fee--
AUM$252M
Minimum--
Clients879

NOVUS ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #157908
Typical Fee--
AUM$203M
Minimum--
Clients617

PRIMETRUST ADVISORS LLC

Fee-Only, No Conflicts
Greenville, South CarolinaCRD #141625
Typical Fee--
AUM$394M
Minimum--
Clients58

RESOLUTE CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Greenville, South CarolinaCRD #304558
Typical Fee--
AUM$189M
Minimum--
Clients1,825

TAVERIK CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #156594
Typical Fee--
AUM$104M
Minimum--
Clients379

THE FIDUCIARY ALLIANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #284924
Typical Fee--
AUM$2.5B
Minimum--
Clients9,155

V.M. MANNING & CO., INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #2655
Typical Fee--
AUM$133M
Minimum--
Clients75

WEALTH MANAGEMENT ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Greenville, South CarolinaCRD #171260
Typical Fee--
AUM$563M
Minimum--
Clients1,306
Fiduciary Advisors in Greenville, South Carolina | FiduciaryListings