Advisor at Flourish Financial Life Planning
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
Flourish Financial Life Planning
Location
Anderson, SC
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
One Time Comprehensive Financial Plan: up to $1,000 (negotiable); Ongoing Comprehensive Financial Planning: up to $1,250 per quarter (negotiable); Project-Based Financial Planning: up to $5,000 (negotiable); Educational Seminars: $0 to $1,000 per seminar or $0 to $50 per participant (negotiable)
$0 - $5,000,000: 0.50% annually
Fee-only: Fixed fees for financial planning and educational seminars
Flourish Financial Life Planning, LLC
2023 - Present (3 years)
Ameriprise Financial Services, LLC
2020 - 2023 (3 years)
Raymond James & Associates
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 66
Belton, SC
Edward Jones
Series 63, Series 66
Anderson, SC
Edward Jones
CFP®, Series 66
Anderson, SC
Edward Jones
Series 65
Anderson, SC
King and Company, Incorporated
Series 63, Series 65
Anderson, SC
Andrew Garrett Inc.
Series 63, Series 66
Anderson, SC
Wealth Management Advisors, LLC
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