{
  "path": "/advisors/sc/greenville/fee-only",
  "url": "https://advisorcensus.com/advisors/sc/greenville/fee-only",
  "page_type": "metro_fee",
  "title": "Fee-only financial advisors in Greenville, SC",
  "filters": {},
  "scope_total": 14,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Greenville, SC?",
      "a": "AdvisorCensus lists 45 investment advisory firms with a principal office in the Greenville metro area, from Form ADV filings as of October 2026: 23 SEC-registered, 21 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Greenville, SC?",
      "a": "14 of the 45 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Greenville, SC offer financial planning?",
      "a": "37 of the 44 firms in Greenville, SC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Greenville, SC fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 14 investment advisory firms with a principal office in the Greenville metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Greenville has 45 investment advisory firms with a principal office in the metro area as of October 2026: 23 SEC-registered, 21 state-registered, and 1 exempt reporting adviser. 14 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 21 report under $100 million in regulatory assets under management. The metro area has 383,842 households, 34,732 of them with income of $200,000 or more, or 772 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Fee-only financial advisors in Greenville, SC: 14 firms from Form ADV filings as of October 2026.",
  "total_firms": 14,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 3,
    "state": 11,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 14
    },
    {
      "code": "percentage_of_aum",
      "count": 14
    },
    {
      "code": "hourly",
      "count": 5
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 9
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 4
    },
    {
      "code": "5_to_9",
      "count": 5
    },
    {
      "code": "10_to_19",
      "count": 3
    },
    {
      "code": "20_plus",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 5
    },
    {
      "code": "100m_500m",
      "count": 2
    },
    {
      "code": "500m_1b",
      "count": 1
    },
    {
      "code": "1b_5b",
      "count": 0
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "firms": [
    {
      "crd_number": 343115,
      "name": "Clocktower Private Wealth",
      "name_as_filed": "CLOCKTOWER PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/clocktower-private-wealth-simpsonville-sc-343115",
      "city": "Simpsonville",
      "state": "SC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148844,
      "name": "Continuum Wealth Management, LLC",
      "name_as_filed": "CONTINUUM WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325661,
      "name": "Fiduciary Organization, LLC",
      "name_as_filed": "FIDUCIARY ORGANIZATION, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-organization-llc-greenville-sc-325661",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145499,
      "name": "Global View Investment Advisors, LLC",
      "name_as_filed": "GLOBAL VIEW INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127896,
      "name": "Goepper Burkhardt LLC",
      "name_as_filed": "GOEPPER BURKHARDT LLC",
      "url": "https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309954,
      "name": "Greenville Capital",
      "name_as_filed": "GREENVILLE CAPITAL",
      "url": "https://advisorcensus.com/firm/greenville-capital-greenville-sc-309954",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339377,
      "name": "Insight Tax & Finance LLC",
      "name_as_filed": "INSIGHT TAX & FINANCE LLC",
      "url": "https://advisorcensus.com/firm/insight-tax-and-finance-llc-greenville-sc-339377",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286436,
      "name": "Intelligent Investing",
      "name_as_filed": "INTELLIGENT INVESTING",
      "url": "https://advisorcensus.com/firm/intelligent-investing-greenville-sc-286436",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291443,
      "name": "Matthews Wealth Management LLC",
      "name_as_filed": "MATTHEWS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/matthews-wealth-management-llc-greenville-sc-291443",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105977,
      "name": "Morgan Investments Inc",
      "name_as_filed": "MORGAN INVESTMENTS INC",
      "url": "https://advisorcensus.com/firm/morgan-investments-inc-greenville-sc-105977",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126810,
      "name": "Thomas Smith and Associates, Inc.",
      "name_as_filed": "THOMAS SMITH AND ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/thomas-smith-and-associates-inc-greenville-sc-126810",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135556,
      "name": "Van DER Noord Financial Advisors, Inc.",
      "name_as_filed": "VAN DER NOORD FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/van-der-noord-financial-advisors-inc-greer-sc-135556",
      "city": "Greer",
      "state": "SC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314116,
      "name": "Wolff Financial",
      "name_as_filed": "WOLFF FINANCIAL",
      "url": "https://advisorcensus.com/firm/wolff-financial-greenville-sc-314116",
      "city": "Greenville",
      "state": "SC",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338146,
      "name": "Yellow Oak Financial Planning, LLC",
      "name_as_filed": "YELLOW OAK FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/yellow-oak-financial-planning-llc-simpsonville-sc-338146",
      "city": "Simpsonville",
      "state": "SC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/sc",
      "label": "Financial advisors in South Carolina"
    },
    "metro": {
      "path": "/advisors/sc/greenville",
      "label": "Financial advisors in Greenville, SC"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/sc/greenville/flat-fee",
        "label": "Flat-fee financial advisors in Greenville, SC",
        "firm_count": 27
      },
      {
        "path": "/advisors/sc/greenville/hourly",
        "label": "Hourly financial advisors in Greenville, SC",
        "firm_count": 21
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/sc/greenville/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Greenville, SC"
      }
    ],
    "state_fee": {
      "path": "/advisors/sc/fee-only",
      "label": "Fee-only financial advisors in South Carolina"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}