# Jeremy Finger

> Jeremy Finger is a fee-only financial advisor at Riverbend Wealth Management in Myrtle Beach, South Carolina, who holds the CFP credential. Jeremy charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jeremy-finger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Riverbend Wealth Management
- **Based in:** Myrtle Beach, South Carolina
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $281.0M across 568 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Founders
- **CRD:** 2945379 (https://adviserinfo.sec.gov/individual/summary/2945379)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 66 (1997)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://riverbendwealthmanagement.com/

## Frequently asked questions

### Is Jeremy Finger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Riverbend Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy charges a percentage of assets.

### How much does Jeremy charge?

According to Riverbend Wealth Management's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Does Jeremy work with clients virtually?

Yes. Riverbend Wealth Management says on its website that it works with clients remotely.

### Where is Jeremy Finger based?

Jeremy Finger is based in Myrtle Beach, South Carolina.

### What does Jeremy specialize in?

Jeremy's specialties include retirement planning, tax planning, estate & legacy planning and founders (pre-exit). Jeremy works with retirees, pre-retirees and founders.

### What credentials does Jeremy Finger hold?

Jeremy Finger holds the CFP credential.

### Is Jeremy Finger registered with the SEC?

Yes. Jeremy Finger is registered as an investment adviser representative in SC (CRD 2945379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Riverbend Wealth Management manage?

Riverbend Wealth Management reports $281.0M across 568 accounts in assets under management.

### How do I contact Jeremy Finger?

Through Jeremy's website, riverbendwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2945379): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://riverbendwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.