# Financial advisors for retirees in South Carolina > For retirees in South Carolina, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Charles Harper of Harper Financial Planning LLC, Tyler Peterson of Runey & Associates Wealth Management and Manuel Martinez of Charleston Wealth Advisors. Page: https://find.wellspent.co/audiences/retirees/south-carolina/ 65 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a retiree in South Carolina? For retirees in South Carolina, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Charles Harper of Harper Financial Planning LLC, Tyler Peterson of Runey & Associates Wealth Management and Manuel Martinez of Charleston Wealth Advisors. - [Charles Harper](https://find.wellspent.co/advisors/charles-harper/), Harper Financial Planning LLC, Columbia. Holds the RICP and CFP. Fees on file: percentage of assets, flat fee or retainer. - [Tyler Peterson](https://find.wellspent.co/advisors/tyler-peterson/), Runey & Associates Wealth Management, Mount Pleasant. Holds the CFP. Fees on file: percentage of assets. - [Manuel Martinez](https://find.wellspent.co/advisors/manuel-martinez/), Charleston Wealth Advisors, Mount Pleasant. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-2206195/), Riverbend Wealth Management, Myrtle Beach. Holds the CFP. Fees on file: percentage of assets. - [Robert Sokolowski](https://find.wellspent.co/advisors/robert-sokolowski/), Metis Wealth, Bluffton. Holds the CFP. Fees on file: percentage of assets, hourly. - [Lisa Quadrini](https://find.wellspent.co/advisors/lisa-quadrini/), Brandywine Oak Private Wealth, Kiawah Island. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in South Carolina work with retirees? The Wellspent public graph lists 65 fee-only advisors for retirees in South Carolina, at 33 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for retirees in South Carolina located? Of the 65 fee-only advisors for retirees in South Carolina, 11 are in Beaufort, followed by 9 in Greenville and 7 in Mount Pleasant. ## How do fee-only advisors for retirees in South Carolina charge? The most common fee among fee-only advisors for retirees in South Carolina is a percentage of assets, used by 94% of the 65 with fees on file. Many use more than one: 42% charge fixed fees and 40% 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 retirees have? For retirees, look for the RICP and CFP. In South Carolina, 48% of the 65 advisors listed hold the CFP. - RICP (2% of advisors listed): The RICP focuses on income in retirement. - CFP (48% of advisors listed): The CFP covers tax, insurance, and estate decisions together. ## How do South Carolina advisors for retirees compare with the rest of the US? 94% of fee-only advisors for retirees in South Carolina charge a percentage of assets, compared with 87% of the 3,334 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 as a retiree in South Carolina? - How much can I spend each year, and how will you adjust it? - How do you plan around RMDs and Medicare premiums? - How would you pay for long-term care if I needed it? - What happens if I can't manage this myself, or my spouse dies first? - How does South Carolina tax each source of my retirement income? ## How current is this list of fee-only advisors for retirees 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Charles Harper](https://find.wellspent.co/advisors/charles-harper.md) | Harper Financial Planning LLC | Columbia, South Carolina | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [John Gugle](https://find.wellspent.co/advisors/john-gugle.md) | Gugle Wealth Advisory LLC | Indian Land, South Carolina | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee | | [Jim Mahaney](https://find.wellspent.co/advisors/jim-mahaney.md) | Mavericus Retirement Services | Georgetown, South Carolina | CFP | One-time planning fee | | [Myles Brandt](https://find.wellspent.co/advisors/myles-brandt.md) | Charleston Financial Advisors, LLC | Charleston, South Carolina | CFP, MS | Percentage of assets, One-time planning fee, Ongoing planning fee | | [George Jameson](https://find.wellspent.co/advisors/george-jameson.md) | Capital Wealth Group | Columbia, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Manuel Martinez](https://find.wellspent.co/advisors/manuel-martinez.md) | Charleston Wealth Advisors | Mount Pleasant, South Carolina | CFP | Flat fee or retainer, Percentage of assets | | [David Hunter](https://find.wellspent.co/advisors/david-hunter-8869.md) | Horizons Wealth Management, Inc | Greenville, South Carolina | CFP | One-time planning fee | | [Conrad Seastrunk](https://find.wellspent.co/advisors/conrad-seastrunk.md) | Seastrunk Financial Management, LLC | Florence, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-2206195.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets | | [Jeremy Finger](https://find.wellspent.co/advisors/jeremy-finger.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets | | [Tyler Peterson](https://find.wellspent.co/advisors/tyler-peterson.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets | | [Brandon Cox](https://find.wellspent.co/advisors/brandon-cox.md) | Coastline Complete Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Claudia Bellars](https://find.wellspent.co/advisors/claudia-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [Jamie Stone](https://find.wellspent.co/advisors/jamie-stone.md) | Means Wealth Management | Greenville, South Carolina | CFP, ChFC | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Jonathan Wallace](https://find.wellspent.co/advisors/jonathan-wallace.md) | Wayfinder Wealth Warriors | Lexington, South Carolina | CFA | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Charles Crouch](https://find.wellspent.co/advisors/charles-crouch.md) | CMC Wealth Management | Lexington, South Carolina | CFP | Percentage of assets | | [James Runey](https://find.wellspent.co/advisors/james-runey.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFA | Percentage of assets | | [Jennifer Sokolowski](https://find.wellspent.co/advisors/jennifer-sokolowski.md) | Metis Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Katherine Hollenbeck](https://find.wellspent.co/advisors/katherine-hollenbeck.md) | Keen Capital | Chapin, South Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Lisa Quadrini](https://find.wellspent.co/advisors/lisa-quadrini.md) | Brandywine Oak Private Wealth | Kiawah Island, South Carolina | CFP | Percentage of assets | | [Robert Sokolowski](https://find.wellspent.co/advisors/robert-sokolowski.md) | Metis Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Thomas Gore](https://find.wellspent.co/advisors/thomas-gore.md) | Keen Capital | Chapin, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Fisher](https://find.wellspent.co/advisors/amy-fisher.md) | WebsterRogers Financial Advisors | Florence, South Carolina | CFP | Percentage of assets, Hourly | | [Andrew Jones](https://find.wellspent.co/advisors/andrew-jones.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees | | [Craig Ritter](https://find.wellspent.co/advisors/craig-ritter.md) | Continuum Wealth Management | Greenville, South Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Derek Lewis](https://find.wellspent.co/advisors/derek-lewis.md) | Catawba River Capital | Lake Wylie, South Carolina | CFP | Percentage of assets, Hourly | | [Gregory Goff](https://find.wellspent.co/advisors/gregory-goff.md) | Goepper Burkhardt | Greenville, South Carolina | CFP, CFA | Percentage of assets | | [Jessica Rusnock](https://find.wellspent.co/advisors/jessica-rusnock.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees | | [John Burkhardt](https://find.wellspent.co/advisors/john-burkhardt.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [Robert Flink](https://find.wellspent.co/advisors/robert-flink.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [William Hardaway](https://find.wellspent.co/advisors/william-hardaway.md) | WebsterRogers Financial Advisors | Florence, South Carolina | CFP, PFS | Percentage of assets, Hourly | | [Hans Blake](https://find.wellspent.co/advisors/hans-blake.md) | Intelligent Investing | Greenville, South Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [John McNamara](https://find.wellspent.co/advisors/john-mcnamara.md) | Highball Advisors | Simsponville, South Carolina | | Percentage of assets | | [Nancy Fellinger](https://find.wellspent.co/advisors/nancy-fellinger.md) | Sensible Money | Pawleys Island, South Carolina | CFP, ChFC | Percentage of assets, Fixed fees | | [Paul Saunders](https://find.wellspent.co/advisors/paul-saunders.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | | Percentage of assets | | [Tyler Batts](https://find.wellspent.co/advisors/tyler-batts.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | | Percentage of assets | | [Alexander Rasmussen](https://find.wellspent.co/advisors/alexander-rasmussen.md) | WebsterRogers Financial Advisors | Florence, South Carolina | CFA | Percentage of assets, Hourly | | [Carson Strom](https://find.wellspent.co/advisors/carson-strom.md) | WebsterRogers Financial Advisors | Florence, South Carolina | CFA | Percentage of assets, Hourly | | [David Means](https://find.wellspent.co/advisors/david-means.md) | Means Wealth Management | Greenville, South Carolina | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [James Behr](https://find.wellspent.co/advisors/james-behr.md) | Stillwater Private Wealth | Mt. Pleasant, South Carolina | | Percentage of assets, Flat fee or retainer | | [Jeffrey Wildes](https://find.wellspent.co/advisors/jeffrey-wildes.md) | Wildes Financial Strategies | Georgetown, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan Bryant](https://find.wellspent.co/advisors/jordan-bryant.md) | Coastline Complete Wealth | Bluffton, South Carolina | | Percentage of assets, Hourly | | [Michael Klaiber](https://find.wellspent.co/advisors/michael-klaiber.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees | | [Michael Kuehn](https://find.wellspent.co/advisors/michael-kuehn.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees | | [Michael Nix](https://find.wellspent.co/advisors/michael-nix.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees | | [Timothy Bellars](https://find.wellspent.co/advisors/timothy-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | | Percentage of assets, Fixed fees | | [Amanda Blake](https://find.wellspent.co/advisors/amanda-blake.md) | Intelligent Investing | Greenville, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jeremiah Barwick](https://find.wellspent.co/advisors/jeremiah-barwick.md) | Keen Capital | Chapin, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Charles Anderson](https://find.wellspent.co/advisors/charles-anderson.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | | [David Poole](https://find.wellspent.co/advisors/david-poole.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | Showing the first 50 of 65. The full list, page by page: https://find.wellspent.co/audiences/retirees/south-carolina/?page=2 ## Related - [Retirement planning in South Carolina](https://find.wellspent.co/specialties/retirement-planning/south-carolina.md) - [Tax planning in South Carolina](https://find.wellspent.co/specialties/tax-planning/south-carolina.md) - [Estate planning in South Carolina](https://find.wellspent.co/specialties/estate-planning/south-carolina.md) - [Pre-retirees in South Carolina](https://find.wellspent.co/audiences/pre-retirees/south-carolina.md) - [Family wealth transfer in South Carolina](https://find.wellspent.co/specialties/family-wealth-transfer/south-carolina.md) - [Founders in South Carolina](https://find.wellspent.co/specialties/founders-pre-exit/south-carolina.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).