Angelroyce Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
AngelRoyce Wealth Advisors, LLC provides fee-based financial planning and investment management to individuals, trusts, estates, charitable organizations and business entities. Its services include asset management through third‑party money managers, comprehensive financial planning, and consultation on tax, estate and insurance matters.
The firm generally operates on a non‑discretionary basis, acting as a liaison to third‑party institutional managers, conducting periodic (typically quarterly) account reviews, and delivering written financial plans within set timeframes. Investment analysis draws on fundamental, technical and cyclical methods, and the firm does not act as custodian of client assets.
Noteworthy for a solo independent adviser, the firm maintains formal affiliations with other advisory and brokerage entities, may receive solicitor fees for referrals to third‑party managers, and has an affiliated insurance business whose representatives sell commissionable insurance products. The adviser also provides educational programming and financial literacy initiatives and offers pension distribution consulting, all of which are disclosed as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
General estate planning guidance
General tax planning
Cash flow / budgeting
Occupation focus
Retired
Fee options
Financial planning flat fees between $500 and $2,500 (negotiable)
$0 - $1,000,000: 1.50% annually $1,000,000 - $2,000,000: 1.35% annually $2,000,000 - $3,000,000: 1.25% annually $3,000,000+: 1.00% annually
Fee-only: Financial planning flat fees between $500 and $2,500 (negotiable)
Main office location
Angelroyce Wealth Advisors, LLC
Greer SC, United States
Number of offices
2
Most active in
Angelroyce Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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