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Beth Wright Woodside, Cfp (Greenville)


Beth Wright Woodside, Cfp is a large advisory firm based in Greenville. It manages $99.95 million of regulatory assets for 410 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of South Carolina.




Beth Wright Woodside, Cfp provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beth Wright Woodside, Cfp: assets under management

The assets under management (AUM) of Beth Wright Woodside, Cfp is $99.95 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $70.52 million in discretionary accounts and $29.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $174.15 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beth Wright Woodside, Cfp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenville

The principal office where Beth Wright Woodside, Cfp performs its advisory services is located at 104 South Main St., Greenville, SC 29601 The mailing address of the firm is P.O. Box 10737, Greenville, SC 29603. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-232-9950 or by fax 864-232-3224. The normal business hours are 8:30am - 5:00pm on Other.


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