Professional Planning & Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Professional Planning & Wealth is an SEC‑registered investment adviser that states it will serve individuals, high‑net‑worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm offers discretionary investment management, written financial planning and consulting services, and provides retirement plan fiduciary and pension‑plan consulting as part of its service menu.
The brochure describes an investment approach that blends fundamental, quantitative and technical analysis with strategic and tactical asset allocation, and notes the use of model portfolios and third‑party money managers when appropriate. The firm retains discretionary trading authority, may recommend alternative investments or maintain cash allocations as part of its strategies, and offers written plans supported by third‑party planning software and reporting tools.
Noteworthy items in the brochure include a fixed‑fee financial planning arrangement and an explicit process for selecting and integrating third‑party advisers and model managers—features that are relatively uncommon for firms in this regulatory category. The firm also discloses plans to engage promoters under the SEC’s Marketing Rule (with required disclosure of referral arrangements), uses third‑party technology for reporting and fee calculation, does not accept performance‑based fees, and currently reports no regulatory assets under management or active advisors.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $10,000; consulting fixed fees up to $10,000 (negotiable based on scope and complexity).
$0 - Not explicitly stated: Blended tiered fee, total advisory fees do not exceed 1.50% annually +:
Account minimum: $750,000
Main office
242 South Pleasantburg Drive
Greenville SC 29607
Advisors at this office
4
Most active in
South Carolina · Texas
Also doing business as
Professional Planning & Wealth · Professional Planning & Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kelly E
Series 66
Greenville, SC
Professional Planning & Wealth
Kelly Eldridge is a financial advisor at Professional Planning & Wealth with six years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Triad Advisors, and OSAIC. Professional Planning & Wealth is an SEC-registered investment adviser that serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm provides discretionary investment management and financial planning services using a blend of fundamental, quantitative, and technical analysis along with strategic and tactical asset allocation.
Jesse H
CFP®, Series 66
Greenville, SC
Professional Planning & Wealth
Jesse Hansford is a CFP® with 17 years of industry experience, currently serving as managing director at Professional Planning & Wealth. His prior experience includes roles at Osaic Advisory Services, Triad Advisors, Travelers Rest Bancshares Inc., Raymond James Financial Services, and Edward Jones. He is treasurer of Loaves & Fishes, a nonprofit organization working to eliminate hunger. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a blended investment approach that incorporates fundamental, quantitative, and technical analysis along with strategic and tactical asset allocation, utilizing model portfolios and third-party money managers when appropriate.
Christopher B
CFP®, Series 63, Series 65
Greenville, SC
Professional Planning & Wealth
Christopher Beard is a CFP® professional with over 31 years of experience in financial planning and wealth management. He is currently with Professional Planning & Wealth in Greenville, SC, where he has served as managing director since 2026. His prior experience includes roles at Raymond James Financial, Triad Advisors, and OSAIC. Beard contributes to a finance-focused blog and serves as secretary for the nonprofit Local Boys Do Good. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, families, estates, trusts, retirement plans, businesses, and charitable foundations. The firm combines fundamental, quantitative, and technical analysis with strategic asset allocation and utilizes model portfolios and third-party managers when appropriate.
Thomas M
Series 63, Series 65
Greenville, SC
Professional Planning & Wealth
Thomas Miller is a financial advisor with Professional Planning & Wealth, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Osaic Advisory Services, Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. He is also active in life and health insurance sales. Professional Planning & Wealth serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a blend of fundamental, quantitative, and technical analysis alongside strategic asset allocation.
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")