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Financial Planners in Five Forks, SC: 2026 rankings

83 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Five Forks: TruNorth Advisors | Retirement Wealth Management Group, RFA Score 76/100; 4.9★ from 183 Google reviews.

  2. 47

    Most-reviewed: Bank of America (with Drive-thru ATM), 77 Google reviews at 2.9★, the most of 83 ranked after TruNorth Advisors | Retirement Wealth Management Group; ranked #47.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

83 Five Forks financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 83 rated firms.

Top 10 financial planners in Five Forks at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Five Forks at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1TruNorth Advisors | Retirement Wealth Management Group764.9★ (183)Greenville, 10 mi awayTop score
2Sovereign Private Wealth735.0★ (73)Greenville, 10 mi away—
3Bailley Group Wealth Management735.0★ (42)Greenville, 3 mi away—
4JEHM Wealth & Retirement734.9★ (36)Simpsonville, 1 mi away—
5First Command Financial Advisor - Benn Stocum, RICP®725.0★ (37)Greenville, 4 mi away—
6United Community724.8★ (55)Simpsonville, 8 mi away—
7Truliant Federal Credit Union Greer724.8★ (63)Greer, 10 mi away—
8United Community724.7★ (43)Simpsonville, 5 mi away—
9Clients Excel Financial Planning715.0★ (47)Greer, 12 mi away—
10Muncaster Financial Group715.0★ (37)Greenville, 10 mi away—

All 83 financial planners in Five Forks, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Sovereign Private Wealth

    Based in Greenville, 10 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 73 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    21 Augusta St C, Greenville, SC 29601
    View profile for Sovereign Private Wealth(864) 501-5108

  4. #4 JEHM Wealth & Retirement

    Based in Simpsonville, 1 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    117 Woodruff Pl Cir Ste a, Simpsonville, SC 29681
    View profile for JEHM Wealth & Retirement(864) 527-0482

  6. #6 United Community

    Based in Simpsonville, 8 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 55 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    300 N Weston St, Fountain Inn, SC 29644
    View profile for United Community(864) 862-4411

  8. #8 United Community

    Based in Simpsonville, 5 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 43 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    106 W College St, Simpsonville, SC 29681
    View profile for United Community(864) 963-3671

  12. #12 United Community

    Based in Greenville, 2 mi away

    71/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2101 Woodruff Rd, Greenville, SC 29607
    View profile for United Community(864) 240-4489

  15. #15 United Bank

    Based in Greer, 10 mi away

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 37 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1111 W Poinsett St, Greer, SC 29650
    View profile for United Bank(864) 655-6478

  16. #16 United Community

    Based in Mauldin, 5 mi away

    71/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.7★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 32 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    401 W Butler Rd, Mauldin, SC 29662
    View profile for United Community(864) 240-4499

  18. #18 Asset Preservation Wealth & Tax, Financial Advisors

    Based in Greenville, 6 mi away

    70/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed 8:30 AM–5:30 PM · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10 Patewood Dr Ste 100, Greenville, SC 29615
    View profile for Asset Preservation Wealth & Tax, Financial Advisors(864) 405-8578

  23. #23 United Bank

    Based in Greer, 8 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    871 S Buncombe Rd, Greer, SC 29650
    View profile for United Bank(864) 655-6479

  25. #25 Alan Hyatt - Thrivent

    Based in Greenville, 3 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    128 Millport Cir Ste. 200, Greenville, SC 29607
    View profile for Alan Hyatt - Thrivent(803) 957-3073

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 83 ranked financial planners here; the rest are on their profiles.

financial planners in Five Forks, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Wealth Training Academy LLC695.0★ (15)6 mi
27PrimeTRUST Advisors695.0★ (17)8 mi
28Tax Law & Accounting Group Inc684.4★ (26)9 mi
29Carter Agency LLC674.6★ (10)5 mi
30Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc674.9★ (14)11 mi
31Graves Wealth Management675.0★ (12)10 mi
32Alloy Wealth Management674.8★ (14)10 mi
33Horizons Wealth Management674.8★ (14)10 mi
34United Bank674.9★ (13)10 mi
35Giovanni Luccia - Private Wealth Advisor, Ameriprise Financial Services, LLC674.3★ (11)5 mi
36Hopper Financial674.6★ (14)10 mi
37Hucks Financial Services673.6★ (17)5 mi
38Trade Street Wealth Advisors675.0★ (10)10 mi
39Foster Victor665.0★ (9)10 mi
40Secure Financial Solutions665.0★ (9)10 mi
41Unity Benefits Group665.0★ (7)8 mi
42Oxford Advisory Group665.0★ (4)4 mi
43Bull Financial664.6★ (9)10 mi
44Beacon Pointe Advisors664.3★ (10)10 mi
45McBee Avenue Wealth Advisors664.4★ (9)10 mi
46Bank of America (with Drive-thru ATM)653.3★ (39)9 mi
47Bank of America (with Drive-thru ATM)652.9★ (77)3 mi
48Rae & Co Capital655.0★ (3)3 mi
49The Prosperity Group655.0★ (3)3 mi
50Bank of America (with Drive-thru ATM)653.0★ (41)5 mi

Also serving Five Forks

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Five Forks
BusinessGoogle ratingDistance
3D Advisory GroupIn Five Forks
Aegis Financial Group Inc5.0★ (2)10 mi
ASE Wealth Advisors5.0★ (2)10 mi
Atkins Financial Group5.0★ (2)20 mi
Bank of America Private Client Advisor Ann Robinson5.0★ (2)10 mi
BCA Private Wealth5.0★ (2)6 mi
East Main Management5.0★ (13)In Five Forks
Edgeworth Capital Group - Ameriprise Financial Services, LLC5.0★ (2)10 mi
First Command5.0★ (2)4 mi
First Command Financial Advisor - Katherine Steifle5.0★ (1)4 mi
Huddleston & Associates, Ameriprise Financial5.0★ (2)6 mi
Loyal Trust Private WealthIn Five Forks
Masters Financial Group5.0★ (1)5 mi
Merrill Lynch Wealth Management3.0★ (2)10 mi
Palmetto Private Wealth LLC3.0★ (2)18 mi
Robbin Broome Inc / The S.M.A.R.T. Lifestyle5.0★ (2)21 mi
SmartPro Financial - Greenville Branch5.0★ (2)5 mi
The Retirement Company, LLC5.0★ (2)7 mi
WCM Global Wealth LLC5.0★ (2)10 mi
WSG Partners LLC5.0★ (1)4 mi

How we ranked Five Forks financial planners

We scored 83 Five Forks financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Five Forks data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Five Forks: frequently asked questions

Which financial planner has the highest RFA Score in Five Forks?

By RFA Score, the highest-ranked financial planner in Five Forks, SC is TruNorth Advisors | Retirement Wealth Management Group with an RFA Score of 76/100. It has 4.9★ from 183 Google reviews. Sovereign Private Wealth (#2) and Bailley Group Wealth Management (#3) follow. We ranked 83 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Five Forks?

RankedFinancialAdvisors ranks 83 financial planners serving Five Forks, SC. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Five Forks work on weekends?

7 of 83 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is United Bank (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Five Forks financial planners have?

The median Google rating among 83 rated financial planners in Five Forks is 5.0★, with a median of 14 reviews. TruNorth Advisors | Retirement Wealth Management Group has the most, 183 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Five Forks count in this ranking?

Yes, if they are within 25 mi of the Five Forks city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Five Forks ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Five Forks a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Five Forks

  1. November 2026: RFA Scores recalculated for 83 financial planners serving Five Forks.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Five Forks pages