Advisor at Consolidated Portfolio Review Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Consolidated Portfolio Review Corp
Location
Greenville, SC 29601
Credentials
Series 63, Series 65
Industry experience
34 years
Cary Urich is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has previously worked with Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and H. Beck, Inc. Outside of his advisory role, Urich serves as President of EM-Greenville, an organization focused on spreading the Gospel. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment approach that combines strategic asset allocation with fundamental and technical analysis across a broad range of securities.
Based on Consolidated Portfolio Review Corp
Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.
$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.
Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.
330 E. Coffee St
Greenville, SC 29601
South Carolina · Texas
Consolidated Portfolio Review Corp
2025 - Present (1 year)
Vanderbilt Advisory Services
2024 - Present (2 years)
Vanderbilt Securities, LLC
2024 - Present (2 years)
Em Greenville
2017 - Present (9 years)
Cary E. Urich
2017 - 2023 (6 years)
WealthVest (FMO/IMO)
2017 - 2023 (6 years)
Crump (FMO/IMO)
2017 - 2023 (6 years)
Mallard Creek Hoa
2017 - 2019 (2 years)
United Planners Financial Services
2017 - 2023 (6 years)
StreamLine Asset Management, LLC
2017 - 2023 (6 years)
StreamLine Asset Management, LLC
2017 - 2023 (6 years)
H. Beck, Inc.
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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:
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.
CFP®, Series 65
Greenville, SC
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Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.
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