Financial advisors for people close to retirement in South Carolina
Which financial advisor should I talk to if you're close to retirement in South Carolina?
For people close to retirement in South Carolina, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Charles Harper of Harper Financial Planning LLC, Charles Crouch of CMC Wealth Management and John Gugle of Gugle Wealth Advisory LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Charles Harper Harper Financial Planning LLC, Columbia Holds the CFP and RICP. Fees on file: percentage of assets, flat fee or retainer.
- Charles Crouch CMC Wealth Management, Lexington Holds the CFP. Fees on file: percentage of assets.
- John Gugle Gugle Wealth Advisory LLC, Indian Land Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- David Hunter Horizons Wealth Management, Inc, Greenville Holds the CFP. Fees on file: one-time planning fee.
- Jennifer Sokolowski Metis Wealth, Bluffton Holds the CFP. Fees on file: percentage of assets, hourly.
- Jeremy Finger Riverbend Wealth Management, Myrtle Beach Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in South Carolina work with people close to retirement?
The Wellspent public graph lists 56 fee-only advisors for people close to retirement in South Carolina, at 31 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for people close to retirement in South Carolina located?
Of the 56 fee-only advisors for people close to retirement in South Carolina, 11 are in Beaufort, followed by 9 in Greenville and 5 in Charleston.
Plus 22 in other cities.
How do fee-only advisors for people close to retirement in South Carolina charge?
The most common fee among fee-only advisors for people close to retirement in South Carolina is a percentage of assets, used by 91% of the 56 with fees on file. Many use more than one: 45% charge fixed fees and 36% charge by the hour.
How much do fee-only financial advisors charge in South Carolina?
Fee-only financial advisors in South Carolina charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 12 South Carolina firms.
What credentials should a financial advisor for people close to retirement have?
For people close to retirement, look for the CFP and RICP. In South Carolina, 50% of the 56 advisors listed hold the CFP.
- CFP50% in South Carolina
- The CFP covers the whole transition.
- RICP2% in South Carolina
- The RICP focuses on turning savings into income.
How do South Carolina advisors for people close to retirement compare with the rest of the US?
91% of fee-only advisors for people close to retirement in South Carolina charge a percentage of assets, compared with 85% of the 2,969 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are South Carolina. Light bars are all US advisors for people close to retirement.
Does South Carolina tax Social Security?
No. South Carolina doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in South Carolina?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does South Carolina tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement in South Carolina?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 56 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Charles Harper | Harper Financial Planning LLC | Columbia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| John Gugle | Gugle Wealth Advisory LLC | Indian Land | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| Jim Mahaney One-time, tax-efficient retirement income plans for DIY investors entering retirement who want to skip ongoing AUM fees. | Mavericus Retirement Services | Georgetown | CFP | One-time planning fee |
| Matthew McCoy | Southbound Wealth LLC | Rock Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| Myles Brandt | Charleston Financial Advisors, LLC | Charleston | CFP, MS | Percentage of assets, One-time planning fee |
| Clayton Quamme | AP Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| George Jameson | Capital Wealth Group | Columbia | CFP, MBA | Percentage of assets, Hourly |
| Manuel Martinez | Charleston Wealth Advisors | Mount Pleasant | CFP | Flat fee or retainer, Percentage of assets |
| David Hunter | Horizons Wealth Management, Inc | Greenville | CFP | One-time planning fee |
| Conrad Seastrunk | Seastrunk Financial Management, LLC | Florence | CFP | Percentage of assets, Hourly |
| Daniel Johnson | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Jeremy Finger | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Brandon Cox | Coastline Complete Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Daniel Heidel | Integritas Wealth Strategies | Charleston | CFP | Percentage of assets, Hourly |
| Jamie Stone | Means Wealth Management | Greenville | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jonathan Wallace | Wayfinder Wealth Warriors | Lexington | CFA | Flat fee or retainer, Hourly |
| Charles Crouch | CMC Wealth Management | Lexington | CFP | Percentage of assets |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| Jennifer Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Robert Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Andrew Jones | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Craig Ritter | Continuum Wealth Management | Greenville | CFP | Percentage of assets, Ongoing planning fee |
| Derek Lewis | Catawba River Capital | Lake Wylie | CFP | Percentage of assets, Hourly |
| Gregory Goff | Goepper Burkhardt | Greenville | CFP, CFA | Percentage of assets |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” | Reconstructing Wealth | Daniel Island | Not listed | Percentage of assets, Flat fee or retainer |
| Robert Flink | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| Nancy Fellinger | Sensible Money | Pawleys Island | CFP, ChFC | Percentage of assets, Fixed fees |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Michael Klaiber | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Kuehn | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Nix | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Charles Anderson | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| David Poole | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Edward Taylor | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Jonathan Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
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