Anna Flasch Wolford

CFP

3 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

The Fiduciary Alliance

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

6,662 clients

Average Client Portfolio

$288K average

Assets Under Management

$1.9B

Fee Structure

Location

135 S Main St, Suite 600, Greenville, SC, 29601

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

The Fiduciary Alliance

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Syntrinsic Investment Counsel, LLC.

November 2021 - February 2023 · 1 yr 3 mos

Beacon Pointe Advisors, LLC

August 2021 - October 2021 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.