Top financial advisors in Rock Hill, SC
We've curated a list of the best financial advisors in Rock Hill, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $381,931,890 Number of advisors 5 advisors | |||
| 2 | Assets under management $177,714,640 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 Rock Hill, 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.
Burkett Financial Services, LLC
Burkett Financial Services, LLC is an investment advisory firm established in 2000, offering financial planning, portfolio management, and consulting services. The firm manages assets on a discretionary basis, with a minimum portfolio value requirement of $500,000. Clients can opt for financial planning services covering various areas like estate planning, retirement planning, and investment portfolio design. The investment strategy primarily involves mutual funds, ETFs, and fixed income investments. The fee structure is based on a percentage of assets under management, ranging from 1.00% for the first $1,000,000 to 0.40% for amounts over $10,000,000. Fees are generally payable quarterly and may be debited directly from client accounts. The firm does not engage in performance-based fees or side-by-side management. Burkett Financial Services serves individuals, pension and profit-sharing plans, trusts, and estates, with a minimum portfolio value requirement of $500,000. The firm acts as a fiduciary when providing individual retirement advice, ensuring recommendations are in the client's best interest. The firm does not vote proxies related to securities held in client accounts. The firm's team includes Donald H. Burkett, Ronald H. Burkett, Phillip K. Smiley, Neil A. Brown, Lemuel H. Mitchum, and Jana B. Morrison, who bring diverse financial expertise and qualifications to the advisory services. The team is committed to providing comprehensive financial planning and investment management services to clients.
$381,931,890 under management
5 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Core Advisory Group
Core Advisory Group is a financial advisory firm based in Rock Hill, South Carolina. It currently has approximately $177,714,640 of assets under management and employs about 4 people. Core Advisory Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$177,714,640 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
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 Rock Hill, 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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