Riverbend Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$265,825,766
Clients
181
Advisors
4
of 8 employees
About
Riverbend Wealth Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and business entities, offering financial planning, portfolio management, and retirement plan referral services. As of January 2026 the firm reported roughly $280.98 million in discretionary assets across about 181 client relationships and generally applies a $500,000 account minimum (waivable at the firm’s discretion).
The firm typically provides discretionary portfolio management and operates the Riverbend Wrap Fee Program, which bundles portfolio management, trade execution and custody with Fidelity Institutional Wealth Services and may deploy internally developed or externally sourced asset allocation models (including managers from Fidelity’s FMAX and SAN). Riverbend also offers financial planning either directly or via outside advisers, aggregates held‑away retirement assets through Pontera, and implements strategies such as direct indexing and securities‑backed lines of credit when appropriate.
Distinctive features include acting as sponsor and portfolio manager of a wrap fee program—a relatively uncommon arrangement for firms of this team size—and a disclosed use of client testimonials in its advertising. Riverbend is a relatively new, compact advisory team managing a sizable asset base and discloses targeted service arrangements for larger clients, such as a partnership to reimburse CPA tax preparation fees and subscription access to Encor Estate Plans for certain new clients.
Client services
Expertise
Fee options
Fixed fee up to $10,000 for financial planning services
$0 - $250,000: 1.50% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001+: 0.80%
Up to $500/hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning services hourly fee up to $500/hour; fixed fee up to $10,000
Main office
1341 44th Avenue North, Suite 102
Myrtle Beach SC 29577
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · North Carolina · South Carolina · Virginia
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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
Jeremy F
CFP®, Series 66
Myrtle Beach, SC
Riverbend Wealth Management, LLC
Jeremy Finger is a CFP® with 28 years of experience in the financial services industry. He is currently with Riverbend Wealth Management, LLC and has previously worked at Stratos Wealth Advisors, Bank of America, and Merrill Lynch. Outside of his advisory role, he engages in paid speaking on educational topics unrelated to investments. Riverbend Wealth Management, LLC serves individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and discretionary portfolio management. The firm employs both internal and external asset-allocation models and manages approximately $233 million across 157 client relationships.
Tyler B
Series 65
Myrtle Beach, SC
Riverbend Wealth Management, LLC
Tyler Batts is a financial advisor at Riverbend Wealth Management, LLC in Myrtle Beach, SC, holding a Series 65 designation and over six years of experience across financial services and community organizations. His background includes roles at Northwestern Mutual and involvement with several churches and publishing ventures. He is also engaged in a creative business, June Co. Creative, which he has operated since 2018. Riverbend Wealth Management provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across 157 client relationships and employs both proprietary and external asset-allocation models, often utilizing Fidelity’s managed account platforms.
Daniel J
CFP®, Series 63, Series 65, Series 66
Myrtle Beach, SC
Riverbend Wealth Management, LLC
Daniel Johnson is a CFP® professional with 25 years of industry experience. He is currently with Riverbend Wealth Management, LLC and has previously worked at Stratos Wealth Advisors, LLC and Fidelity in various advisory roles. Riverbend Wealth Management, LLC provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across about 157 client relationships and employs both internal and external asset-allocation models, often utilizing Fidelity’s Managed Account Xchange and Separate Account Network for external manager selection.
Paul S
Series 65
Myrtle Beach, SC
Riverbend Wealth Management, LLC
Paul Saunders is a financial advisor at Riverbend Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Stratos Wealth Advisors, LLC and Thompson Creek Window Company. Outside of his advisory role, Saunders is the CEO and owner of Force Field Finance LLC, an online education company focused on personal finance for young adults. Riverbend Wealth Management provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across about 157 client relationships and employs both internal and external asset-allocation models, often utilizing Fidelity’s Managed Account Xchange and Separate Account Network.
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