Jeremy Finger
Riverbend Wealth Management · Myrtle Beach, South Carolina
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
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 |
| Accepting new clients | Yes |
| Assets under management | $281.0M across 568 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 2945379 |
| Exams passed | Series 66 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | riverbendwealthmanagement.com |
| Profile |
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Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Riverbend Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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