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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Greer, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Pension 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.
Get matched with an advisorMethodology
To find the top financial advisors in Greer, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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