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Herman Alfred Dodson Jr.

Advisor at Macro Advisors, Inc. — Little River, SC

Updated today

Credentials

ChFC®, Series 63

Experience

19 years

Location

Little River, SC

Macro Advisors, Inc. logo

Macro Advisors, Inc.

Team

Total advisors

9

Across 3 offices

Clients per advisor

74 High

Avg AUM per client

$533,891 Low

HNW client ratio

10% Very Low

About

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Client services

Based on Macro Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Macro Advisors, Inc.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning

Occupation focus

Based on Macro Advisors, Inc.

Retired Founder/Business Owner

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Fee options

Percentage

Less than $250,000 - $250,000: 1.5% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable

Commissions

Insurance commissions earned by persons licensed as insurance agents affiliated with the firm, separate and in addition to advisory fees.

Project-based

$150.00 per hour for financial planning services, negotiable depending on scope and complexity.

Other

Account minimum: $100,000

Location

See office

Little River, SC

Little River SC

Advisors at this office

1

Most active in

Pennsylvania · South Carolina

Work history

19 years of industry experience

Macro Advisors, Inc.

2006 - Present • 20 years

Hazleton, PA

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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Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
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Francis R

Series 65

North Myrtle Beach, SC

FPR Investments LLC

Francis Rivell is a Series 65-licensed financial advisor at FPR Investments LLC with two years of industry experience. Prior to founding FPR Investments, he was involved with NMBNB LLC and had roles related to property and financial consulting. He is also a part owner of Hillside Apartments in North Myrtle Beach, SC. FPR Investments LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and retirement plans. The firm customizes portfolios using fundamental, technical, charting, and cyclical analysis and serves clients with both ongoing portfolio management and periodic financial planning engagements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance
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George S

Series 63, Series 65

Longs, SC

Sedona Asset Management Services, LLC

George Steer is the sole advisor at Sedona Asset Management Services, LLC, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sedona since 2004. Sedona Asset Management Services provides discretionary asset management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a long-term global macro-economic approach supplemented by trend-following and offers personalized portfolio management and financial planning services without a stated account minimum.

Options & derivatives strategies
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Patrick T

Series 66

North Myrtle Beach, SC

Ramsey Smith Investment Solutions

Patrick Tuite is a financial advisor at Ramsey Smith Investment Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including Masonboro Advisors and BB&T Securities. He is also the managing member of MAMB, LLC. Ramsey Smith Advisors LLC provides asset management and financial planning services to individuals, small businesses, high-net-worth individuals, and charities. The firm employs a discretionary asset-management approach using methods such as fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, alongside offering hourly financial planning and educational seminars.

Retirement income strategy Cash flow / budgeting Active portfolio management Tax-loss harvesting Founder/Business Owner Executive
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Ryan C

Series 65

Myrtle Beach, SC

Oak Street Advisors

Ryan Cooper is a financial advisor at Oak Street Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at The Bowery and Jimmy John's of Myrtle Beach. Oak Street Advisors provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, with a focus on retirement. The firm manages approximately $126 million in assets using a flexible, asset-allocation approach centered on Core ETFs and offers distinctive retirement-plan consulting services.

General retirement planning Retirement income strategy Social Security optimization Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Self-Employed
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Jeremy F

CFP®, Series 66

Myrtle Beach, SC

Riverbend Wealth Management, LLC

Jeremy Finger is a CFP® and holds a Series 66 license with 29 years of industry experience. He currently works at Riverbend Wealth Management, LLC, joining the firm in 2024 after five years at Stratos Wealth Advisors and prior roles at Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Securities. In addition to his advisory work, he engages in paid speaking on educational topics unrelated to investments. Riverbend Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with financial planning, portfolio management, and retirement plan referral services. The firm manages a substantial discretionary asset base primarily through a wrap fee program and employs both internal and external asset allocation models, catering to clients with a generally high account minimum.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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