Myles Brandt
Charleston Financial Advisors, LLC · Charleston, South Carolina
Myles Brandt is a fee-only financial advisor at Charleston Financial Advisors, LLC in Charleston, South Carolina, who holds the CFP and MS credentials. Myles charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,000 a year and one-time plans from $850) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
- Multi-generational families
Facts
| Firm | Charleston Financial Advisors, LLC |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,000 a year · One-time plans from $850 |
| Accepting new clients | Yes |
| Assets under management | $262.4M across 643 accounts |
| Credentials | CFP · MS |
| SEC registration | Investment adviser representative in GA, NC, SC, TX · CRD 5637391 |
| Exams passed | Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | charlestonfinancial.net |
| Profile |
How Myles's firm compares
- Ongoing planning starts at $1,000 a year, below the South Carolina median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $850, below the US median of $2,000 for fee-only firms that publish prices.
- Charleston Financial Advisors, LLC's average account is about $408,000, from its Form ADV (assets managed divided by 643 accounts).
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Questions about Myles
Is Myles Brandt a fee-only financial advisor?
Yes. Myles Brandt is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Myles's firm.
How does Myles charge for financial advice?
Myles charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Myles charge?
According to Charleston Financial Advisors, LLC's website, checked October 28, 2026: ongoing planning from $1,000 a year; one-time plans from $850.
Where is Myles Brandt based?
Myles Brandt is based in Charleston, South Carolina.
What does Myles specialize in?
Myles's specialties include retirement planning and tax planning. Myles works with retirees, pre-retirees, divorced individuals and multi-generational families.
What credentials does Myles Brandt hold?
Myles Brandt holds the CFP and MS credentials.
Is Myles Brandt registered with the SEC?
Yes. Myles Brandt is registered as an investment adviser representative in GA, NC, SC and TX (CRD 5637391), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Charleston Financial Advisors, LLC manage?
Charleston Financial Advisors, LLC reports $262.4M across 643 accounts in assets under management.
How do I contact Myles Brandt?
Through Myles's website, charlestonfinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Charleston Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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