Top financial advisors in Greer, SC
We’ve curated a list of the best financial advisors in Greer, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$115,625,449
Number of advisors
4 advisors
| $115,625,449 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greer, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greer. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Van Der Noord Financial Advisors, Inc.
Van Der Noord Financial Advisors, Inc. is an investment advisory firm established in 1997 and registered with the SEC in 2005. The firm specializes in providing financial advisory, portfolio management, and retirement plan advisory services. Richard Van Der Noord, the principal owner, has over three decades of experience in financial planning and is a Certified Financial Planner™ practitioner. The firm manages over $129 million on a discretionary basis and offers services under three levels: BASIC, PRO, and CONCIERGE. The minimum portfolio value for portfolio management services is $500,000, with varying minimums for different service levels. Clients can receive financial planning advice, investment portfolio design, estate planning, and risk assessment. VFA primarily invests in ETFs, mutual funds, stocks, and bonds, with a focus on passive investment strategies. The firm charges a blended fee based on a percentage of assets under management, with no minimum annual fee. VFA does not have performance-based fees or side-by-side management. The firm uses Charles Schwab for custody and brokerage services, receiving benefits through the institutional advisor program. VFA does not vote proxies for client securities and does not have physical custody of client funds. The firm operates on a discretionary basis, with clients granting limited power of attorney for trading activities. VFA reviews accounts quarterly and provides additional reports as needed. David T. Gerdt, also a Certified Financial Planner™ practitioner, is an advisor at VFA. No disciplinary events are reported for either Richard Van Der Noord or David T. Gerdt.
$115,625,449 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greer, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greer. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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