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
CFP®, Series 63
Experience Industry experience
40 years
Location
Greenwood, SC 29649
Colorado Financial Service Corporation
Team
Rodney Stone is a CFP® with 40 years of industry experience, currently serving at Colorado Financial Service Corporation since 2010. He was previously with Going & Associates LLP for 35 years. Stone is president of Stone Accounting & Business Services, Inc., which provides accounting, tax preparation, payroll, and trustee services. He also serves as treasurer for the South Carolina Jaycee Foundation, a nonprofit supporting a summer camp for the mentally disabled, and as assistant treasurer for First Presbyterian Church of Greenwood, SC. Colorado Financial Service Corporation offers financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using various investment vehicles and employs both discretionary and non-discretionary management approaches, relying on advisor and third-party research.
Based on Colorado Financial Service Corporation
Fixed fee range of $200 to $1,500 for financial planning services
Less than $100,000 - $100,000: 2.5% $100,001 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.5% Over $2,500,000+: Negotiable
Separate compensation in the form of commissions for securities and insurance product transactions
$200 per hour for financial planning services
Fee-only: Hourly fee of $200 per hour; Fixed fee range of $200 to $1,500 for financial planning services
Greenwood, SC
1138 Reynolds Ave
Greenwood SC 29649
Advisors at this office
1
South Carolina
40 years of industry experience
Stone Accounting & Business Services, Inc.
2024 - Present • 2 years
Greenwood, SC
Colorado Financial Service Corporation
2010 - Present • 16 years
Centennial, CO
Going & Associates LLP
1989 - 2024 • 35 years
Greenwood, SC
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.
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:
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.
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.
CFA®, Series 63, Series 65
Greenwood, SC
Stokes Capital Advisors, LLC
Taylor Stokes is the sole advisor at Stokes Capital Advisors, LLC in Greenwood, SC. He holds the CFA® designation and has 10 years of industry experience. In addition to his advisory role, he owns Paradiddle Properties, LLC, which manages the office building leased by his firm. Stokes Capital Advisors provides portfolio management and investment consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes dividend-growth equity selection combined with strategic asset allocation and conducts regular portfolio reviews, managing approximately $499 million across 277 client relationships.
CFP®, Series 63, Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
John Cooper is a CFP® with 10 years of industry experience and has been with Greenwood Capital Associates, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cooper is a joint owner and property manager of Midtown Property Management, LLC, where he spends several hours monthly coordinating rental property services. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and institutional investment services, overseen by an internal Investment Committee employing fundamental, technical, and risk analyses.
CFP®, Series 63, Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
Brian Disher is a CFP® professional with 24 years of industry experience, currently serving at Greenwood Capital Associates, LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Disher is involved with DACC, LLC, a non-investment-related entity that holds a piece of lake property in South Carolina. Greenwood Capital Associates is an SEC-registered investment advisory firm offering financial planning and portfolio management to individuals, families, and institutional clients, including foundations and municipal entities. The firm employs a multi-team approach with a dedicated Wealth team and Investment Managers, utilizing fundamental, technical, and cyclical analysis to oversee discretionary management and customized investment strategies.
Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
Karen Smith is a financial advisor with Greenwood Capital Associates, LLC, holding a Series 65 designation and seven years of industry experience. She has been with Greenwood Capital Associates since 2016. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and retirement guidance through a team-based approach supported by an internal Investment Committee that employs fundamental and technical analysis in its strategies.
Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Wallick Investments, Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, and Presbyterian College. Greenwood Capital Associates is an SEC-registered firm that provides financial planning and portfolio management services to individuals, families, and institutional clients such as foundations, endowments, trusts, healthcare providers, and government entities. The firm employs a multi-disciplinary investment approach overseen by an internal Investment Committee and offers discretionary management, model portfolios, and third-party platform management for retirement plan assets.
Series 65, Series 63
Greenwood, SC
Greenwood Capital Associates, LLC
Callie Roper is a financial advisor at Greenwood Capital Associates, LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Greenwood Capital, she worked at E*TRADE Securities and has a background that includes roles in education and hospitality. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, endowments, and government entities. The firm employs an internal Investment Committee to guide its strategies and offers services including discretionary management, model portfolios, and consulting for group retirement plans.
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