• About
    • Our Core Values
    • Our Team
    • What Sets Us Apart?
    • Who We Work Best With
  • Services
    • Our Proven Process
    • Initial Services
    • Continuous Services
    • Request a Meeting
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    • Schedule a Meeting
  • Contact

Fee Based Financial Advisor, Rock Hill, SC

Your Brighter Financial Future

  • Facebook
  • LinkedIn
  • About
    • Our Core Values
    • Our Team
    • What Sets Us Apart?
    • Who We Work Best With
  • Services
    • Our Proven Process
    • Initial Services
    • Continuous Services
    • Request a Meeting
  • Clients
    • Client Login
    • Schedule a Meeting
  • Contact
  • Facebook
  • LinkedIn

Services

Continue

Our Proven Process

Our Proven Process
View as PDF

Initial Services

A Plan for Every Stage

  • Aspire
  • Transition
  • Steady

Single, Starting a Family, or a Growing Family

What Does It Cost? $1,800 (A One-Time Fee)

What is Included
 
Guidance
 
Goal Setting
✔
Goal Tracking
✔
Budget Creation
✔
Estate Document Coordination
✔
Financial Organization System Binder or Virtual
✔
6 Month Check-Up
✔
12 Month Check-Up
✔
Analysis
 
Emergency Savings
✔
Employee Benefits
✔
Loans/Debts
✔
Retirement Savings
✔
Insurance
✔
Investment
✔
 

Don’t need a full comprehensive plan?
Topic-specific help is $275/hour.

Near or Entering Retirement

What Does It Cost? $2,300 (A One-Time Fee)

What is Included
 
Guidance
 
Goal Setting
✔
Goal Tracking
✔
Budget Creation
✔
Estate Document Coordination
✔
Financial Organization System Binder or Virtual
✔
6 Month Check-Up
✔
12 Month Check-Up
✔
Analysis
 
Emergency Savings
✔
Employee Benefits
✔
Loans/Debts
✔
Retirement Savings
✔
Social Security Strategy
✔
Insurance
✔
Investment
✔
 

Don’t need a full comprehensive plan?
Topic specific help is $275/hour.

Settled into Retirement

What Does It Cost? $1,200 (A One-Time Fee)

What is Included
 
Guidance
 
Goal Setting
✔
Goal Tracking
✔
Estate Document Coordination
✔
Financial Organization System Binder or Virtual
✔
6 Month Check-Up
✔
12 Month Check-Up
✔
Analysis
 
Emergency Savings
✔
Retirement Savings
✔
Investment
✔
 

Don’t need a full comprehensive plan?
Topic specific help is $275/hour.

Continuous Services

Progress Throughout Life

What It Costs

Assets Under Advisement Annual Fee Schedule

Up to $2,000,000

1.00%

$2,000,001 – $5,000,000

0.90%

$5,000,001 +

0.85%

What is Included

Up to $500,000

$500,001-$1,000,000

$1,000,001 +

Organization

Your Personal Financial Website

✔

✔

✔

Goal Setting & Plan Update
In Person or Virtual

Every 3 Years

Every 2 Years

Every Year

Ongoing Accountability Partner

✔

✔

✔

Beneficiary Management

✔

✔

Management

Cash Flow Guidance

✔

✔

✔

Investment Management

✔

✔

✔

Performance Monitoring

✔

✔

✔

Goal Tracking

✔

✔

✔

Insurance Management

✔

✔

✔

Investment Review
In Person or Virtual

Annual

Annual

Annual
Separate from Goal Setting & Plan Update Meeting


View as PDF

See account agreements for more information.
Fee schedule is as of 1/30/2019 and subject to change.

Chip Pointing at Financial Graph

On the right track to a Brighter Financial Future?

Before we can build a plan to help you address your financial goals, we’ll need to know a bit more about you. In this short exercise, please answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Request a Meeting

Schedule an Appointment

Contact Us Today

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Rock Hill Office

1420 Ebenezer Road Suite 106
Rock Hill, SC 29732
Phone: 803-985-2447
Mon-Fri: 9:00 AM - 5:00 PM

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Great Valley Advisory Group, a registered investment advisor. Great Valley Advisory Group and Parker Bennett are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida (FL), North Carolina (NC), Ohio (OH), South Carolina (SC), Tennessee (TN), and Texas (TX).

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