Planfirst Inc.

Planfirst Inc. (CRD# 108941) is a financial advisory firm headquartered in Greenville, SC. They manage $303,407,161 in 1,514 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    1,514
    ACCOUNTS
  • Average Account Value
    $200,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NH, SC, TX

Financial Advisors at Planfirst Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Norman M. Avinger
CRD#: 2489917
9 Halton Green Way, Greenville, SC 29607
96
Wealthminder
score

Norman Avinger (CRD# 2489917) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 22 years of experience in the finance industry. Norman Avinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas S. Clark
CRD#: 4182488
9 Halton Green Way, Greenville, SC 29607
96
Wealthminder
score

Thomas Clark (CRD# 4182488) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 16 years of experience in the finance industry. Thomas Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James L. Fayonsky
CRD#: 1207718
9 Halton Green Way, Greenville, SC 29607
96
Wealthminder
score

James Fayonsky (CRD# 1207718) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 32 years of experience in the finance industry. James Fayonsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Adam M. Kleinfelter
CRD#: 4717869
9 Halton Green Way, Greenville, SC 29607
96
Wealthminder
score

Adam Kleinfelter (CRD# 4717869) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 13 years of experience in the finance industry. Adam Kleinfelter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael W. Miller
CRD#: 1175542
9 Halton Green Way, Greenville, SC 29607
96
Wealthminder
score

Michael Miller (CRD# 1175542) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 33 years of experience in the finance industry. Michael Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Justin C. Meade
CRD#: 5697504
9 Halton Green Way, Greenville, SC 29607
93
Wealthminder
score

Justin Meade (CRD# 5697504) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 7 years of experience in the finance industry.

7
James R. Rook
CRD#: 4914133
9 Halton Green Way, Greenville, SC 29607
93
Wealthminder
score

James Rook (CRD# 4914133) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 14 years of experience in the finance industry.

8
Sherri N. White
CRD#: 4334600
9 Halton Green Way, Greenville, SC 29607
93
Wealthminder
score

Sherri White (CRD# 4334600) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 15 years of experience in the finance industry.

9
Hans T. Blake
CRD#: 5982431
9 Halton Green Way, Greenville, SC 29607
90
Wealthminder
score

Hans Blake (CRD# 5982431) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 5 years of experience in the finance industry.

10
Roy E. Holland
CRD#: 6179543
9 Halton Green Way, Greenville, SC 29607
90
Wealthminder
score

Roy Holland (CRD# 6179543) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has 1 year of experience in the finance industry. Roy Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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