Angelroyce Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AngelRoyce Wealth Advisors, LLC provides fee-based financial planning and investment management to individuals, trusts, estates, charitable organizations and business entities. Its services include asset management through third‑party money managers, comprehensive financial planning, and consultation on tax, estate and insurance matters.
The firm generally operates on a non‑discretionary basis, acting as a liaison to third‑party institutional managers, conducting periodic (typically quarterly) account reviews, and delivering written financial plans within set timeframes. Investment analysis draws on fundamental, technical and cyclical methods, and the firm does not act as custodian of client assets.
Noteworthy for a solo independent adviser, the firm maintains formal affiliations with other advisory and brokerage entities, may receive solicitor fees for referrals to third‑party managers, and has an affiliated insurance business whose representatives sell commissionable insurance products. The adviser also provides educational programming and financial literacy initiatives and offers pension distribution consulting, all of which are disclosed as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees between $500 and $2,500 (negotiable)
$0 - $1,000,000: 1.50% annually $1,000,000 - $2,000,000: 1.35% annually $2,000,000 - $3,000,000: 1.25% annually $3,000,000+: 1.00% annually
Fee-only: Financial planning flat fees between $500 and $2,500 (negotiable)
Main office
Greer SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Angelroyce Wealth Advisors, LLC · Angelroyce Wealth Preserve
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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