Top financial advisors in Newberry, SC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering financial advisors in Newberry, SC because you're facing a major life event like buying a home, planning for college costs, or preparing for retirement. Without focused guidance, it's easy to overlook local tax rules or investment options that could impact your financial goals.
- Local tax knowledge. Confirm how they incorporate South Carolina's tax laws into your planning to avoid surprises.
- Experience with regional markets. Ask how they tailor investment strategies to the economic conditions and opportunities in Newberry.
- Communication style. Ensure their approach matches your preferences for updates and decision-making support.
- Fee structure clarity. Understand how they charge for their services to see if it aligns with your budget and expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jeffrey S
Series 63, Series 65
Prosperity, SC
Compass Financial, LLC
Jeffrey Smith offers expertise in passive and index investing along with tax-loss harvesting, which can be valuable for managing investments in Newberry's regional market. With 19 years of experience and a focus on pension plans at Compass Financial, LLC, he provides independent advice and a clear fee structure of 0.80% annually, distinguishing him from advisors with different specialties or fee models nearby.
Experience: 20 years
Avg account: $262,637
-
Robert K
Series 66
Newberry, SC
Thrivent Investment Management
Robert Kopp in Newberry, SC, offers expertise in business ownership considerations, supported by five years of industry experience and a Series 66 designation. Working with Thrivent Investment Management, a large firm providing dedicated planning services and integrated managed-account programs, he can support both one-time and ongoing financial planning needs, distinguishing him from advisors at smaller firms.
Experience: 5 years
Avg account: $162,801
-
Thomas H
Series 63, Series 65
Newberry, SC
LPL Financial
Thomas Holland III offers expertise in wealth management and retirement plans tailored for business owners, with 30 years of experience in Newberry, SC. Operating through LPL Financial, a large firm known for diverse investment solutions and in-house research, he provides flat-fee financial planning, which may appeal to clients seeking transparent pricing and seasoned guidance.
Experience: 30 years
Avg account: $399,489
-
Buford G
CFP®, Series 63
Newberry, SC
Cambridge Investment Research Advisors
Buford Glover brings 21 years of experience and CFP® certification to clients in Newberry, SC, specializing in retirement income strategies and plans for business owners. Working with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he supports diverse clients including executives and retirees, providing tailored financial planning and portfolio management services.
Experience: 21 years
Avg account: $378,281
-
David S
Series 63, Series 66
Newberry, SC
Edward Jones
David Senn offers expertise in retirement income strategy and business succession planning, making him well-suited for clients in Newberry, SC facing major life events like retirement or business transitions. With 24 years at Edward Jones, a large full-service firm managing over $1 trillion in assets, he provides seasoned guidance with a clear fee structure of up to 1.35% annually, serving a diverse client base including executives and business owners.
Experience: 25 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Newberry, SC
Find advisors by type
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")