#1Colonial Trust Advisors, Inc.
COLONIAL TRUST ADVISORS, INC.
Serves this area from Spartanburg, SC (25 mi)
Retirement Plan Advisors in Union County, SC
The top-ranked retirement plan advisors serving Union County, SC are Colonial Trust Advisors, Inc., Mtm Investment Management, LLC and Burkett Financial Services, LLC. We list 8 retirement plan advisors serving Union County, SC. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Union County, SC. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Union County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Colonial Trust Advisors, Inc. | SEC-registered investment adviser (CRD)#110257 | Spartanburg, SC (25 mi) | (864) 582-3356 |
| 2 | Mtm Investment Management, LLC | SEC-registered investment adviser (CRD)#297500 | Spartanburg, SC (25 mi) | (864) 582-7000 |
| 3 | Burkett Financial Services, LLC | SEC-registered investment adviser (CRD)#140168 | Rock Hill, SC (37 mi) | (803) 980-3232 |
| 4 | Core Advisory Group | SEC-registered investment adviser (CRD)#306661 | Rock Hill, SC (38 mi) | (803) 323-8706 |
| 5 | Intentional | SEC-registered investment adviser (CRD)#318570 | Fort Mill, SC (42 mi) | (866) 752-6410 |
| 6 | Bna Wealth | SEC-registered investment adviser (CRD)#39326 | Rock Hill, SC (42 mi) | (803) 324-7100 |
| 7 | Copperleaf Capital, LLC | SEC-registered investment adviser (CRD)#117823 | Lake Wylie, SC (43 mi) | (919) 787-9725 |
| 8 | Catawba River Capital | SEC-registered investment adviser (CRD)#134217 | Lake Wylie, SC (44 mi) | (803) 831-0911 |
#2Mtm Investment Management, LLC
MTM INVESTMENT MANAGEMENT, LLCServes this area from Spartanburg, SC (25 mi)#3Burkett Financial Services, LLC
BURKETT FINANCIAL SERVICES, LLCServes this area from Rock Hill, SC (37 mi)#4Core Advisory Group
CORE COMPLIANCE GROUP, LLCServes this area from Rock Hill, SC (38 mi)#5Intentional
INTENTIONAL, LLCServes this area from Fort Mill, SC (42 mi)#6Bna Wealth
BNA WEALTH, INC.Serves this area from Rock Hill, SC (42 mi)#7Copperleaf Capital, LLC
COPPERLEAF CAPITAL, LLCServes this area from Lake Wylie, SC (43 mi)#8Catawba River Capital
CATAWBA RIVER CAPITALServes this area from Lake Wylie, SC (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Union County?
We list 8 retirement plan advisors serving Union County, SC: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Union County?
The top-ranked retirement plan advisors serving Union County, SC are Colonial Trust Advisors, Inc., Mtm Investment Management, LLC, Burkett Financial Services, LLC, Core Advisory Group and Intentional. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Union County are verified against official records?
8 of the top 8 match an active official record: Colonial Trust Advisors, Inc. (U.S. Securities and Exchange Commission), Mtm Investment Management, LLC (U.S. Securities and Exchange Commission), Burkett Financial Services, LLC (U.S. Securities and Exchange Commission), Core Advisory Group (U.S. Securities and Exchange Commission) and Intentional (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Union, Monarch Mill, Buffalo, Jonesville, Lockhart, Carlisle