Advisor at Means Wealth Management
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Firm
Means Wealth Management
Location
Greenville, SC 29601
Credentials
Series 65
Industry experience
< 1 year
Tinsley Newton is a financial advisor at Means Wealth Management in Greenville, SC, holding a Series 65 designation with one year of industry experience. Prior to joining Means Wealth Management, Newton worked at Stekoa Creek and Gratus Capital. Means Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm employs both active and passive investment strategies, offers customized model portfolios, and emphasizes regular client communication through market updates and educational materials.
Based on Means Wealth Management
Based on Means Wealth Management
Financial plan initial review and development: $2,500; Annual financial plan reviews: $500; Additional reviews: $500 each; Exit planning project-based fees typically $15,000 to $50,000.
$0 - $100,000: 2.00% $100,001 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $1,000,000 (minimum household relationship size, waived at discretion) Minimum fee: Up to $5,000 minimum annual fee for Investment Advisory Services Fee-only: Fee-only investment advisor; no commissions, transaction fees, or markups charged.
325 Augusta Street
Greenville, SC 29601
South Carolina
Means Wealth Management
2025 - Present (1 year)
Stekoa Creek
2024 - 2025 (1 year)
Gratus Capital
2024 - 2024 (1 year)
Clocked Diner
2023 - 2024 (1 year)
University of Georgia
2023 - 2025 (2 years)
Doug's Hood River
2022 - 2022 (1 year)
Banks Cafe
2022 - 2022 (1 year)
Teton Village Sports
2022 - 2022 (1 year)
Starbucks
2021 - 2021 (1 year)
Banks Cafe
2021 - 2021 (1 year)
ColeSport
2020 - 2021 (1 year)
Syracuse University
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Public School
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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