Financial Advisors · Spartanburg, SC/Updated June 13, 2026
The 10 Best Financial Advisors in Spartanburg, SC
Choosing the right financial advisor can shape your financial future. Here's a guide to the best options in Spartanburg.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceClients Excel Financial Planning
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Spartanburg-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In Spartanburg, the market for financial advisors is still developing, with many providers receiving fewer than 50 reviews. This indicates a growing competition among local firms, where consumers are beginning to establish trust in their advisors. With a total of 10 providers evaluated, the landscape is ripe for those seeking personalized financial planning tailored to their specific needs.
We built this list by assessing the Vetted Scores of each firm, focusing on their ratings and review counts. The leading firm, Clients Excel Financial Planning, shines with 46 reviews, while BIG Money Retirement follows closely behind. This ranking reflects both quality service and local expertise, helping you make an informed choice.
10financial advisors evaluated in Spartanburg
5.00average rating across the field
104customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To evaluate the financial advisors in Spartanburg, we looked at several factors, including the number of reviews, overall ratings, and the consistency of client feedback. Each firm was scored on a scale from 0 to 100, with no business paying for placement on our list. This ensures an unbiased and transparent ranking system.
We refresh our rankings monthly, taking into account new reviews and any changes in service quality. This commitment to up-to-date information helps you find a reliable financial advisor who meets your needs.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
Clients Excel Financial Planning holds a perfect 5-star rating from 46 reviews. Clients appreciate their personalized approach to financial planning and the thoroughness of their services. They excel in retirement planning and investment strategies. However, as the leader in a thin market, their reputation is still building, so new clients might want to proceed with some caution.
Pros
Personalized financial planning
Thorough retirement strategies
High customer satisfaction
Cons
Reputation still forming
Limited online presence
Best forPersonalized financial planning and retirement strategies
BIG Money Retirement also boasts a 5-star rating from 33 reviews. Clients commend their focus on retirement savings and wealth management. They are particularly noted for their value-driven services. However, with fewer reviews than the top-ranked competitor, potential clients may want to verify their service quality before committing. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is value-driven retirement planning. It serves Spartanburg, SC, with $100 to $250 per hour pricing, and the honest trade-offs are smaller review base and limited service offerings.
ProVest Wealth Advisors holds a 5-star rating from 8 reviews. Clients highlight their knowledgeable advisors and tailored investment strategies. They're well-suited for those seeking a personalized touch in wealth management. However, with only a handful of reviews, some might find their track record less convincing than larger firms. 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 wealth management. It serves Spartanburg, SC, with $150 to $300 per hour pricing, and the honest trade-offs are thin review base and limited client feedback.
Full Sail Advisors has a perfect 5-star rating from 4 reviews. Clients appreciate their approachable style and dedication to financial education. They are best suited for individuals who value understanding their financial options. However, their limited number of reviews may leave some potential clients hesitant. 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 financial education and approachable advice. It serves Spartanburg, SC, with $100 to $200 per hour pricing, and the honest trade-offs are very few reviews and limited service options.
Pros
Approachable advisors
Focus on financial education
Cons
Very few reviews
Limited service options
Best forFinancial education and approachable advice
Edward Jones - Financial Advisor: Shawn K Creal Jr, CEPA® has a 5-star rating from 4 reviews. Clients praise their comprehensive investment services and commitment to client relationships. This advisor is best for those who prefer a well-known name in the industry. However, the limited reviews may not provide a complete picture of their service consistency.
Johnsen Advisory Group - Ameriprise Financial Services, LLC has a perfect 5-star rating from 3 reviews. Clients appreciate their attentive service and financial planning insights. They are ideal for individuals looking for personalized attention. Yet, the small number of reviews may leave some prospective clients wanting more reassurance. 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 planning. It serves Spartanburg, SC, with $100 to $250 per hour pricing, and the honest trade-offs are very few reviews and limited service offerings.
Morgan Stanley Financial Advisors has a 5-star rating from 2 reviews. Clients commend their expertise in investment management and wealth building. They are well-suited for those looking for a larger firm with established resources. However, the limited reviews may not provide a comprehensive view of their client service. 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 and wealth building. It serves Spartanburg, SC, with $200 to $400 per hour pricing, and the honest trade-offs are very few reviews and potentially impersonal service.
Atkins Financial Group has a perfect 5-star rating from 2 reviews. Clients appreciate their straightforward approach and dedication to helping families. They are best for families seeking basic financial guidance. However, with only two reviews, potential clients may want to seek additional opinions before making a decision. 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 basic financial guidance for families. It serves Spartanburg, SC, with $100 to $200 per hour pricing, and the honest trade-offs are very few reviews and limited service offerings.
Sage Wealth Strategies has a perfect 5-star rating from 1 review. The client praised their personalized service and financial advice. This firm is ideal for individuals looking for a bespoke approach. However, with only one review, their reliability and consistency remain unproven. 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 bespoke financial services. It serves Spartanburg, SC, with $150 to $300 per hour pricing, and the honest trade-offs are only one review and lack of proven track record.
Stravolo Wealth Management has a perfect 5-star rating from 1 review. The reviewer highlighted their attentive service and financial insights. They may be suitable for individuals seeking a highly personalized experience. However, with just one review, potential clients should approach with caution regarding their track record. 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 highly personalized financial advice. It serves Spartanburg, SC, with $150 to $300 per hour pricing, and the honest trade-offs are only one review and unproven reliability.
Selecting a financial advisor is a critical decision. Consider these key factors to find the right fit for your financial goals.
Evaluate the advisor's specialties
Different advisors have different areas of expertise. Ensure the advisor you choose aligns with your financial goals, whether it's retirement planning, investment management, or tax strategies.
Check their client reviews
With many firms in Spartanburg having under 50 reviews, look for advisors with consistent positive feedback. This can give you insight into their client relationships and service quality.
Understand their fee structure
Financial advisors have various compensation models. Be sure to ask about fees, commissions, and any potential conflicts of interest.
What it costs
What financial advisors cost in Spartanburg
The cost of hiring a financial advisor can vary significantly based on services offered and advisor experience. Here’s what you can expect in Spartanburg.
Hourly RateExpect to pay between $100 to $300 per hour for financial planning services, depending on the advisor's expertise.
Flat FeeSome advisors charge a flat fee for specific services, typically ranging from $1,500 to $5,000 for comprehensive financial plans.
Asset Under Management (AUM)Advisors may charge a percentage of assets managed, usually between 0.5% to 1% annually, which can add up depending on your portfolio size.
Retainer FeeFor ongoing services, a retainer fee can range from $1,000 to $3,000 per year, providing access to continuous advice and support.
Frequently asked questions
How much does financial advising cost in Spartanburg?
Fees for financial advising in Spartanburg can vary widely, but expect ranges from $100 to $300 per hour, depending on the advisor's experience and services offered.
What should I look for in a financial advisor?
Look for an advisor with strong reviews, good communication skills, and services that match your financial goals. In Spartanburg, many top-rated advisors have under 50 reviews, so consider that trust is still forming.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Spartanburg residents: <strong>Clients Excel Financial Planning</strong>
If you want a well-rounded financial plan and personalized service, Clients Excel Financial Planning is your best bet. Their 46 reviews reflect a solid reputation among local clients. For those nearing retirement, BIG Money Retirement offers tailored strategies that cater specifically to your needs, with a commendable 5-star rating from 33 reviews. If you're looking for promising but unproven options, consider ProVest Wealth Advisors, which, despite a thin review base, shows potential with a perfect rating from 8 clients.
Cityvetted
