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 66
Experience Industry experience
9 years
Location
Beaufort, SC 29902
Edward Jones
Institution
Albert Fancher is a Series 66–licensed financial advisor with Edward Jones in Beaufort, South Carolina, where he has worked since 2017. He has eight years of industry experience, including prior roles at Schneider Electric Company. Edward Jones is a full-service wealth management firm that serves a diverse client base including individuals, institutions, and charitable organizations, managing over $1 trillion in assets through a network of more than 23,000 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Beaufort, SC Boundary Street
1208 Boundary Street
Beaufort SC 29902
Advisors at this office
1
South Carolina · Texas
9 years of industry experience
Edward Jones
2017 - Present • 9 years
St Louis, MO
Unemployed
2016 - 2017 • 1 year
Atlanta, GA
Schneider Electric Company
2013 - 2016 • 3 years
Atlanta, GA
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Beaufort, SC
Carolina Planning Group LLC
Jack Worrell is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Carolina Planning Group LLC in Beaufort, SC. He has worked with Woodbury Financial Services Inc. since 2006 and is also involved in property and casualty insurance sales through Kinghorn Insurance Agency. Carolina Planning Group provides personalized financial planning and investment management to individuals, high-net-worth clients, and entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation, core-and-satellite approach focused on passive, multi-factor investments and global diversification, primarily recommending Dimensional Fund Advisors mutual funds for core exposure.
ChFC®, Series 63
Beaufort, SC
BG Financial Advisors, LLC
Robert Green is the principal advisor at BG Financial Advisors, LLC in Beaufort, SC, with 24 years of industry experience. He holds the ChFC® and Series 63 designations and has been operating his advisory business since 1988. Green is also a licensed attorney, though he is not currently practicing law, and he spends a small portion of his time involved in insurance sales. BG Financial Advisors serves individual clients by providing financial planning and investment management focused on retirement strategies. The firm employs discretionary portfolio management using asset-allocation model portfolios through SEI Private Trust, supplemented with customized allocations, and coordinates planning with clients’ tax and legal advisors.
Series 63
Beaufort, SC
Atlantic Capital Investments, LLC
Kent Thune is a financial advisor at Atlantic Capital Investments, LLC with 22 years of industry experience. He has worked at Atlantic Capital Investments since 2006 and has been affiliated with American Pensions, Inc. since 2000. Atlantic Capital Investments is a fee-only registered investment adviser that provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate clients and pension plans. The firm operates primarily on a non-discretionary basis and emphasizes the use of no-load and load-waived mutual funds and ETFs, guided by a written investment policy statement and quarterly portfolio reviews.
CFP®, ChFC®, Series 63, Series 65
Bluffton, SC
The Bedminster Group
Marc Johnston is a CFP® and ChFC® with 27 years of industry experience. He is currently with The Bedminster Group in Bluffton, SC, and has previously worked at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using a broad range of analytical methods and serves in ERISA fiduciary roles, including as a Section 3(38) investment manager for trustee-directed retirement plans.
Series 63
Bluffton, SC
Walls Investment Management Company
Richard Walls is a financial advisor at Walls Investment Management Company in Bluffton, SC, with 30 years of industry experience. He has worked at Walls Investments since 1998 and holds a Series 63 designation. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.
Series 66
Bluffton, SC
Van Grouw Advisors, LLC
Matthew Van Grouw is a financial advisor at Van Grouw Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including IBN Financial Services, Inc. and Guardian Industries. In addition to his advisory role, he is employed as a staff accountant at James L. Van Grouw LLC, an accounting firm. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, including derivatives and margin use, and conducts regular portfolio reviews with tailored investment approaches.
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