The Best Financial Advisors in Spartanburg, SC

Clients Excel Financial Planning boasts a solid 5-star rating from 29 reviews, with clients appreciating their transparent fee structure and comprehensive financial advice. They are known for helping clients with both investment management and retirement planning. A potential downside is their smaller team, which may limit availability during peak times.

Edward Jones - Financial Advisor: Leslie J Wilkerson has earned a 5-star rating from 12 reviews, with clients often highlighting her effective communication and personalized strategies. She excels at building long-term relationships with clients. However, the relatively lower number of reviews compared to others may raise questions about consistency. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial strategies. It serves Spartanburg, SC, with 1% to 2% of assets under management pricing, and the honest trade-offs are fewer reviews than competitors and may have limited resources compared to larger firms.

ProVest Wealth Advisors holds a perfect 5-star rating from 9 reviews, with clients praising their attentive service and customized financial plans. They are particularly favored for retirement strategies. The downside is their limited online presence, which may make it harder for new clients to find them. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is customized retirement strategies. It serves Spartanburg, SC, with $2,000 to $10,000 per year pricing, and the honest trade-offs are limited online presence and fewer client reviews.

Full Sail Advisors has received a 5-star rating from 4 reviews, with clients appreciating their hands-on approach and willingness to educate clients on financial matters. They are best known for their friendly service. However, their limited review base raises concerns about their long-term reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is client education. It serves Spartanburg, SC, with $100 to $300 per hour pricing, and the honest trade-offs are limited reviews and newer firm with less established reputation.

Johnsen Advisory Group - Ameriprise Financial Services, LLC has a perfect rating of 5 from 3 reviews, with clients noting their thoroughness and personalized attention. They're a good fit for clients seeking tailored advice. However, their limited number of reviews makes them promising but unproven in a competitive market. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial advice. It serves Spartanburg, SC, with 1% to 2% of assets under management pricing, and the honest trade-offs are limited number of reviews and less visibility compared to larger firms.

Edward Jones - Financial Advisor: Shawn K Creal Jr, CEPA® has received a perfect rating of 5 from 3 reviews. Clients appreciate his knowledgeable approach and commitment to client education. He is particularly strong in retirement planning. However, the thin review base may leave potential clients wanting more information. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is retirement planning. It serves Spartanburg, SC, with $100 to $300 per hour pricing, and the honest trade-offs are thin review base and limited service offerings.

Edward Jones - Financial Advisor: Jeff Stanley, CFP® has also earned a 5-star rating from 3 reviews. Clients commend his thoroughness and approachability. He excels in providing guidance on investments. The downside is the limited number of reviews, which may not fully reflect his capabilities. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is investment guidance. It serves Spartanburg, SC, with 1% to 2% of assets under management pricing, and the honest trade-offs are limited reviews and less known than larger firms.

Atkins Financial Group has a perfect rating of 5 from 2 reviews. Clients appreciate their friendly demeanor and willingness to answer questions. They are a good choice for those seeking a personal touch. However, their very thin review base suggests a lack of established credibility. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized service. It serves Spartanburg, SC, with $100 to $300 per hour pricing, and the honest trade-offs are very thin review base and limited service offerings.

Morgan Stanley Financial Advisors has a perfect rating of 5 from 2 reviews, with clients noting their professionalism and comprehensive service. They are known for their investment management. However, with only 2 reviews, their reliability is still unproven in the local market. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is investment management. It serves Spartanburg, SC, with 1% to 2% of assets under management pricing, and the honest trade-offs are very limited review base and less personalized service.