Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Charleston, SC 29403
Synovus Securities, Inc.
Multi-team
Aimee Horstman is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Synovus Securities and Synovus Trust Company since 2012. Outside of her advisory role, she works as a suite attendant for a local concert venue. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm employs a risk-tolerance-based approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.
Based on Synovus Securities, Inc.
Based on Synovus Securities, Inc.
Flat fees for financial planning engagements, typically $1,500 and up depending on complexity; flat fee arrangements for advisory accounts may also be negotiated.
$0 - $500,000: 1.40% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $0 - $500,000: 1.26% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.16% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $1,000,001 - $2,000,000: 1.06% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $2,000,001+: 0.96% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $0 - $500,000: 1.30% paid to SSI plus 0.25% to 0.35% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.20% paid to SSI plus 0.23% to 0.30% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $1,000,001 - $2,000,000: 1.10% paid to SSI plus 0.20% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $2,000,001+: 1.00% paid to SSI plus 0.15% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $0 - $500,000: 1.15% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program, minimum $15,000) $500,001 - $2,000,000: 1.05% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $2,000,001+: 0.95% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $0 - $500,000: 1.46% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program, minimum $100,000) $500,001 - $1,000,000: 1.36% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $1,000,001 - $2,000,000: 1.26% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $2,000,001+: 1.16% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $0 - $500,000: 1.40% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program, minimum $100,000) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program)
Commission-based compensation for brokerage accounts and insurance product sales.
Hourly financial planning services at rates from $150 to $300 depending on complexity and advisor experience.
Account minimum: $15,000 Minimum fee: Minimum annual fee of $500 for Variable Insurance Contract Program. Fee-only: Financial planning fees starting at $1,500 per comprehensive plan or $150 to $300 per hour depending on complexity; fees negotiable.
Charleston, SC Morrison Drive
1080 Morrison Drive, Suite 300
Charleston SC 29403
Advisors at this office
1
South Carolina
25 years of industry experience
Synovus Trust Company
2022 - Present • 4 years
Charleston, SC
Synovus Securities, Inc.
2022 - 2022 • 1 year
Charleston, SC
Synovus Securities, Inc.
2012 - 2022 • 10 years
Columbus, GA
Legg Mason Wood Walker, Incorporated
2000 - 2004 • 4 years
Baltimore, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
CFP®, Series 66, CPWA®
Mt. Pleasant, SC
Blue Bear Financial, LLC
Anthony Kinzie is a CFP®, CEPA, CPWA®, professional with nine years of industry experience, currently serving as the President of Blue Bear Private Wealth. His career includes roles at Cetera Advisors LLC, Principal Securities, and Nucor Steel Berkeley. Outside of advisory services, he is co-owner and president of ICAP, LLC, a property and casualty business. Blue Bear Private Wealth is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with the ability to incorporate individual securities and options to meet client objectives.
Verified by Warmer
Series 66, CFP®, EA
Charleston, SC
Integritas Wealth Strategies, LLC
Daniel Heidel is the founder and lead financial planner at Integritas Wealth Strategies, LLC with three years of industry experience. He holds a Series 66 designation, CFP® designation, CKA® designation, is an Enrolled Agent, and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management, tax preparation + planning, and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm seeks to be the best in the region and is constantly evolving to meet client needs in house. Daniel Heidel has recently expanded the firm to include opportunities for clients to have estate documents written through Trust&Will and with lending solutions through Flourish lending.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Kaizen Wealth Management since 2004. The firm provides financial planning and portfolio management for individuals, families, trusts, and retirement accounts, managing approximately $58.5 million in client assets for a small client base. Kaizen Wealth Management employs an evidence-based investment approach grounded in Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios tailored to client risk tolerance and time horizon.
CFP®, Series 63
Charleston, SC
YourValues Wealth Counsel, LLC
M Wertz is a CFP® and holds a Series 63 license with 22 years of industry experience. He previously worked for Johnson Investment Counsel, Inc. for 27 years before joining YourValues Wealth Counsel, LLC in 2026. YourValues Wealth Counsel, LLC offers financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written financial plans and ad-hoc consultations. The firm operates as a fiduciary and emphasizes planning over asset management, relying on fundamental analysis and third-party research to inform its recommendations.
Series 65
Daniel Island, SC
Reconstructing Wealth
Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
Joseph Baker is a CFP® professional with 21 years of industry experience. He is the sole advisor at Baker Asset Management, LLC, an independent firm he has led since 2017. His prior experience includes roles at Visionquest Wealth Management, Wealth Management, LLC, and Alcus Financial Group, LLC. Baker Asset Management, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering modular financial planning, discretionary portfolio management, and customized pension consulting. The firm combines fundamental and technical analysis with a long-term trading orientation and maintains a significant focus on pension plan consulting, managing approximately $44.8 million in client assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)