Advisor at ONESOURCE Wealth Advisors
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
ONESOURCE Wealth Advisors
Location
Lyman, SC
Credentials
Series 63, Series 65
Industry experience
23 years
Constantine Burlos is a financial advisor at OneSource Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Advisors and Virtue Capital Management. Outside of advising, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. OneSource Wealth Advisors is a two-advisor firm offering discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm employs various investment analysis methods and often engages third-party managers to implement investment models.
Based on ONESOURCE Wealth Advisors
Based on ONESOURCE Wealth Advisors
Financial planning fixed fees up to $1,500
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.70% annually $500,001 - $1,000,000: 1.60% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.20% annually
Insurance products commissions paid to representatives (typical separate compensation)
Financial planning services hourly fee $150/hour
Fee-only: Financial planning hourly fee $150/hour; fixed fee up to $1,500
Lyman, SC
South Carolina · Texas
OneSource Wealth Management
2021 - Present (5 years)
CoreCap Advisors
2017 - 2020 (3 years)
CoreCap Investments
2016 - 2020 (4 years)
Virtue Capital Management, LLC
2015 - 2016 (1 year)
Burlos Marketing LLC
2001 - Present (25 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.
Is not active or affiliated with:
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.
CFP®, Series 65
Greenville, SC
Capital Focus, Inc.
CFA®, Series 63
Greenville, SC
Olympia Advisors LLC
Series 66
Campobello, SC
133 Legacy
CFP®, AAMS®
Greenville, SC
Wolff Financial
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.
Series 63, Series 65
Greer, SC
Angelroyce Wealth Advisors, LLC
CFP®, Series 63
Greenville, SC
Continuum Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")