Retirement Funding Advisors, LLC

Retirement Funding Advisors, LLC (CRD# 148891) is a financial advisory firm headquartered in Greenville, SC. They manage $28,476,210 in 42 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $678,005
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, NC, SC

Financial Advisors at Retirement Funding Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James C. Vaughan
CRD#: 5323217
220 N. Main Street, Suite 303, Greenville, SC 29601
93
Wealthminder
score

James Vaughan (CRD# 5323217) is an Investment Advisor Representative working at Retirement Funding Advisors, LLC in Greenville, SC and has over 9 years of experience in the finance industry.

2
Susan M. Wright
CRD#: 6147326
Port Saint Joe, FL
90
Wealthminder
score

Susan Wright (CRD# 6147326) is an Investment Advisor Representative working at Retirement Funding Advisors, LLC in Port Saint Joe, FL and has over 3 years of experience in the finance industry.

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