A complete list of active advisors currently associated with BNA Wealth
Warmer can help you find a great advisor at BNA Wealth or one who fits your needs even better.
BNA Wealth is a registered investment adviser that provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, Section 529 plans, endowments and charitable organizations. The firm works with both individual and institutional clients and bills for advisory services on a percentage‑of‑AUM or hourly basis. BNA Wealth predominantly manages client accounts on a non‑discretionary basis; as of 12/31/2025 $513,645,081 of its $619,754,403 in AUM was non‑discretionary while $106,109,322 was discretionary, requiring client approval before trades are executed. Portfolios are implemented mainly through mutual funds and ETFs, with individual securities used as appropriate and investment selections informed by fundamental, technical and charting analyses and a mix of long‑ and short‑term strategies tailored to each client’s plan. Notably, the firm is also a licensed insurance agency and discloses the resulting conflicts of interest in recommending insurance products, and it offers estate‑planning services via an external technology platform (Wealth.com) with an optional attorney consult component. BNA Wealth commonly recommends Schwab Advisor Services for custody and describes the institutional services Schwab provides to the firm, and it maintains written policies (including prohibitions on principal/agency cross transactions and a policy not to vote client proxies) to address potential conflicts.
To learn more about the advisors currently working at BNA Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rock Hill, SC
| 27
| |
Rock Hill, SC
| 4
| |
Rock Hill, SC
| 6
| |
Rock Hill, SC
| 10
| |
Rock Hill, SC
| 25
|
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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.
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