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Home > Financial Planner Directory > South Carolina > Greenville > Devery R. Cagle, CFP®, CRPC®, CAP™
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Devery R. Cagle, CFP®, CRPC®, CAP™

ASE Wealth Advisors

9 Buena Vista Way
Ste B
Greenville, SC 29615-6621
Phone: (864) 254-0032
Fax: (864) 254-0036

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: Primarly fee compensation with a small portion of offerings that are commission based

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.