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Best Financial Advisors near Anderson, SC
We have one firm in Anderson on file, and it is on this list, along with 23 from towns including Greenville (16, 27 mi), Clemson (2, 15 mi) and Pendleton (1, 12 mi).
21 rated 4.5+ · 3 show a license
Data verified October 21, 2026
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The Baker Financial Group
“I've found, through my time knowing Charles Baker and his employees, that the people of the Baker Financial Group truly care about the financial well-being of their customers.”
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ACI Financial
“They offer wise advice on financial planning and help you invest.”
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Pathway Financial Management
“He is very professional, knowledgeable, and honest.”
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Rise Financial Strategies Group
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Albright Associates
- Payroll
- Team
- Company
“I know they work hard and make things get done right; even when they might have a lot of tax returns, they will see it to be done in the most timely manner possible.”
The 24 firms listed for Anderson, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Anderson, SC
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 394 reviews; 3 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (72%) and quality (65%). The services the firms on this page list most often on their websites are charitable giving (2), estate planning (2), fractional cfo services (2) and retirement planning (2). 3 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Anderson take financial planning bookings online?
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Big Money Retirement Solutions
- Team
- Future
- Ideas
“Thank you Big Money Management for helping me grow my money into and through retirement, for your honesty and expertise, and most of all for being a company led by a person with principles.”
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Trunorth Advisors | Retirement Wealth Management Group
- Questions
- Social Security
- Learned
“Matt and various members of the team have worked with me and my wife, Lisa and provided knowledge and expertise in answering all of our questions and that allows us to feel very comfortable with Tru North.”
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Jehm Wealth & Retirement
- Financial Advisor
- Sell
- Education
“So they made sure that if something happened to either one of us, the income for the other one would be enough by investing our money in the correct funds and advising us when to turn on the different income sources once retired.”
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Sovereign Private Wealth
- Goals
- Morally
- Jesus
“Having Will's advice and knowledgeable support as we get our finances in order has been invaluable and knowing our investments are going to be aligning with our values and biblical worldview is such a unique gift!”
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Advanced Planning
“Biblical based principals”
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The Hultquist Firm
“In addition to preparing our yearly taxes, he also works with us to create a tax plan to forecast what we will owe, and suggest some options that may reduce the amount we pay in the coming year.”
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Bailley Group Wealth Management
- Questions
- Life
- Seminar
“I have attended 3 of Higgins and Bailley dinner seminars with my family and friends to give them a chance to met Paul and David and let Higgins and Bailley give them the piece of mind that their financial future, was in good hands.”
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Phillip Allen
“This company has helped us in retirement to increase our income as well as save the principle all while limiting the risk!”
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ASE Wealth Advisors
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Clay Financial
- Goals
- Investment
- Needs
“Honestly, when it comes to the financial world, being truly charismatic is the end-all-be-all for me, personally, when deciding who I'm going to go to to resolve all monetary issues/ future investment opportunities.”
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Primetrust Advisors
- Strategy
“I would recommend Prime Trust to anyone who is looking for a reliable and honest financial advisor who is looking out for your best interest not theirs.”
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R&R Financial Advisors
“With their experience in tax planning, and their partnership with Stokes, they're well qualified to help with anything from a basic investment plan to an advanced estate plan.”
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Equitable Advisors
- Retirement
“Mc Gregor, due to a doctor's appointment for me being injured at work, I do appreciate him for having an AXA representative, Ms.”
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Woodmark Wealth Management
“Can always rely on Woodmark for quality, level-headed advise.”
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Muncaster Financial Group
- Company
- Team
“It is a position that not only requires expertise and deep knowledge of financial markets and investments, but one that demands a significant amount of trust.”
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Spara
“We launched our music studio and media business in 2020 and Spara has been with us every step of the way, laying a rock-solid operational foundation for growth.”
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The Wealth Training Academy
- Mind
- Team
- Retirement
“The Wealth Training Academy Team has been doing an excellent job helping me with all my financial needs, retirement planning, estate planning, taxes for many years.”
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Core Advisors
- Investing
- Finance
- Communicate
“We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us.”
Retirement Planning and Investment Management Services in Anderson, SC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 362 cost profiles
Why these companies made our list
What clients say about firms near Anderson
- “David's knowledge, experience and personality made us comfortable moving forward with him in developing an in-depth financial plan not only for college expenses but for our own future, with an emphasis on retirement planning.” — client of Bailley Group Wealth Management
- “When I started my financial planning with Stephen, he was very kind in making sure I understood how I am going to reach my financial goals.” — client of Clay Financial
- “As a recent new customer of Sovereign I was very impressed with the staff, their attention to detail, and the custom approach they took to our retirement planning.” — client of Sovereign Private Wealth
- “Great experience! Paul is very professional and helped with our retirement planning and life insurance needs.” — client of Bailley Group Wealth Management
Excerpts from public reviews of the firms listed on this page.
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