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Angela Hamilton

Advisor at Cetera

Updated today

Location

Spartanburg, SC 29306

Credentials

Series 66

Industry experience

1 year

About

Angela Hamilton is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services Inc. Outside of her advisory role, Hamilton is a managing partner of Lee, MacBay, Hamilton & Associates, LLC, a public accounting firm providing accounting and tax services. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

109 Southport Road

Spartanburg, SC 29306

Most active in

South Carolina

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Advisory Services

2024 - 2025 (1 year)

Avantax Investment Services Inc.

2024 - 2025 (1 year)

Southport Rd Associates, LLC

2019 - Present (7 years)

Lee, MacBay, Hamilton & Associates, LLC

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Royce A

Series 63, Series 65

Greer, SC

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Royce Angel is the sole advisor at Angelroyce Wealth Advisors, LLC, an independent firm based in Greer, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Angelroyce Wealth Advisors in 2011, he was associated with Change Path LLC for one year and has been involved with R. Neal Angel, Jr. since 2002. He also works as an insurance agent and serves as an instructor at Furman University. Angelroyce Wealth Advisors provides investment management and financial planning services primarily for individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm operates on a non-discretionary basis, typically recommending third-party institutional managers, and offers services including asset management, financial planning, pension distribution consulting, and advice on tax, insurance, estate, and cash-flow matters.

Retirement income strategy Income planning General estate planning guidance General tax planning Cash flow / budgeting Retired
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Christopher A

Series 66

Greer, SC

Anderson Wealth Management, Inc.

Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
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Aden P

CFP®, Series 65

Simpsonville, SC

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Aden Partee is a financial advisor at JEHM Wealth & Retirement, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and Chick-fil-A in various roles. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Annuities Life insurance needs analysis Long-term care insurance
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Michael D

Series 66

Boiling Springs, SC

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Michael Dickey is a Series 66-credentialed financial advisor with 11 years of industry experience. He currently works at Intellivest Wealth Management Corporation and previously held roles at Capital Investment Group Inc and Edward Jones. Outside of his advisory role, he operates a real estate appraisal business providing single-family home valuations in the Boiling Springs, SC area. Intellivest Wealth Management Corporation offers comprehensive financial planning, investment management, and qualified plan consulting to a diverse client base including individuals, families, trusts, and businesses. The firm employs a proprietary strategic asset-allocation approach integrating various analytical methods and includes digital estate-planning services as part of its offering.

General retirement planning Options & derivatives strategies Active portfolio management
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Andrew B

CFP®, Series 65

Greer, SC

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General retirement planning Social Security optimization Income planning Medicare planning
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Joshua S

Series 66

Spartanburg, SC

Palmetto Private Wealth, LLC

Joshua Spencer is a financial advisor with Palmetto Private Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, First Citizens Investor Services, Edward Jones, and Wells Fargo. He is also a licensed insurance professional in a non-investment capacity. Palmetto Private Wealth advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary investment management alongside financial planning and retirement-account guidance. The firm employs a long-term, goals-based approach combining fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon.

Wealth management Tax-loss harvesting
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