# Advisors for $500,000 to $1 million in South Carolina > In South Carolina, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Katherine Hollenbeck of Keen Capital, Stephen Maggard of Abacus Planning Group, Inc. and Robert Sokolowski of Metis Wealth. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/south-carolina/ 94 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $500,000 to $1 million in South Carolina? In South Carolina, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Katherine Hollenbeck of Keen Capital, Stephen Maggard of Abacus Planning Group, Inc. and Robert Sokolowski of Metis Wealth. ## How many fee-only advisors for $500,000 to $1 million in South Carolina are there? The Wellspent public graph lists 94 fee-only advisors for $500,000 to $1 million in South Carolina, at 38 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in South Carolina located? Of the 94 fee-only advisors for $500,000 to $1 million in South Carolina, 22 are in Columbia, followed by 14 in Bluffton and 12 in Greenville. ## How do fee-only advisors for $500,000 to $1 million in South Carolina charge? The most common fee among fee-only advisors for $500,000 to $1 million in South Carolina is a percentage of assets, used by 99% of the 94 with fees on file. Many use more than one: 67% charge fixed fees and 59% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in South Carolina hold the CFP? 46% of the 94 fee-only advisors for $500,000 to $1 million in South Carolina hold the CFP certification, based on the credentials listed on each record. ## 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. ## How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $500,000 to $1 million in South Carolina? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 million 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 | |---|---|---|---|---| | [Stephen Maggard](https://find.wellspent.co/advisors/stephen-maggard.md) | Abacus Planning Group, Inc. | Columbia, South Carolina | CFP, MS, CAIA, CFA, AIF, BA | Percentage of assets, Hourly, Fixed fees | | [Eden Bowen](https://find.wellspent.co/advisors/eden-bowen.md) | Fee-Only Financial Planning, L.C. | Okatie, South Carolina | CFP, MS | Percentage of assets, Hourly, Fixed fees | | [Brad Kingsley](https://find.wellspent.co/advisors/brad-kingsley.md) | Kingsley Financial LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ramon Franklin](https://find.wellspent.co/advisors/ramon-franklin.md) | Capital Focus | Greenville, South Carolina | CFP | Percentage of assets, Hourly | | [Brandon Cabaniss](https://find.wellspent.co/advisors/brandon-cabaniss.md) | Telos Partners | Greenville, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Heidi Yoshida](https://find.wellspent.co/advisors/heidi-yoshida.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Michelle Myhre](https://find.wellspent.co/advisors/michelle-myhre.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Sokolowski](https://find.wellspent.co/advisors/robert-sokolowski.md) | Metis Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Sarah Huie](https://find.wellspent.co/advisors/sarah-huie.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Steven Pickard](https://find.wellspent.co/advisors/steven-pickard.md) | Carswell Investments | Daniel Island, South Carolina | CFP | Percentage of assets, Fixed fees | | [William Hardaway](https://find.wellspent.co/advisors/william-hardaway.md) | WebsterRogers Financial Advisors | Florence, South Carolina | CFP, PFS | Percentage of assets, Hourly | | [Brooke Crawford](https://find.wellspent.co/advisors/brooke-crawford.md) | Wise Planning | York, South Carolina | CFP | Ongoing planning fee | | [Joseph Baker](https://find.wellspent.co/advisors/joseph-baker.md) | Baker Asset Management | Mount Pleasant, South Carolina | CFP | 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 | | [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 | | [James Blackwelder](https://find.wellspent.co/advisors/james-blackwelder.md) | Anchor Investment Management | Columbia, South Carolina | CFP | Percentage of assets, Fixed fees | | [James Fiske](https://find.wellspent.co/advisors/james-fiske.md) | Colonial Trust Company | Greenville, South Carolina | CFP | Percentage of assets, Fixed fees | | [Joseph Anderson](https://find.wellspent.co/advisors/joseph-anderson.md) | Colonial Trust Company | Spartanburg, South Carolina | CFP | Percentage of assets, Fixed fees | | [Kathryn Smith](https://find.wellspent.co/advisors/kathryn-smith.md) | Colonial Trust Company | Greenville, South Carolina | CFP, PFS | Percentage of assets, Fixed fees | | [Matthew Van Name](https://find.wellspent.co/advisors/matthew-van-name.md) | Colonial Trust Company | Spartanburg, South Carolina | CFP | Percentage of assets, Fixed fees | | [Robert Norman](https://find.wellspent.co/advisors/robert-norman.md) | Anchor Investment Management | Columbia, South Carolina | CFP | Percentage of assets, Fixed fees | | [Alfred Cerrati](https://find.wellspent.co/advisors/alfred-cerrati.md) | Oak Advisors | Bluffton, 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 | | [John Chiacchiero](https://find.wellspent.co/advisors/john-chiacchiero.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kevin Myhre](https://find.wellspent.co/advisors/kevin-myhre.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Bert Barre](https://find.wellspent.co/advisors/bert-barre.md) | Colonial Trust Company | Spartanburg, South Carolina | CFA | Percentage of assets, Fixed fees | | [Camp Wynn](https://find.wellspent.co/advisors/camp-wynn.md) | Colonial Trust Company | Spartanburg, South Carolina | CFA | Percentage of assets, Fixed fees | | [Drake Wright](https://find.wellspent.co/advisors/drake-wright.md) | WebsterRogers Financial Advisors | Florence, South Carolina | | Percentage of assets, Hourly | | [Jessica Harrington](https://find.wellspent.co/advisors/jessica-harrington.md) | WebsterRogers Financial Advisors | Florence, South Carolina | | Percentage of assets, Hourly | | [Thomas Ledbetter](https://find.wellspent.co/advisors/thomas-ledbetter.md) | Colonial Trust Company | Greenville, South Carolina | CFA | Percentage of assets, Fixed fees | | [William Miles](https://find.wellspent.co/advisors/william-miles.md) | WebsterRogers Financial Advisors | Columbia, South Carolina | | Percentage of assets, Hourly | | [David Hone](https://find.wellspent.co/advisors/david-hone.md) | LCV Advisors | Johns Island, South Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Moise](https://find.wellspent.co/advisors/robert-moise.md) | Jackson Financial Services | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Barry Wynn](https://find.wellspent.co/advisors/barry-wynn.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Brittany Bynum](https://find.wellspent.co/advisors/brittany-bynum.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Charles Clementson](https://find.wellspent.co/advisors/charles-clementson.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Charles Williams](https://find.wellspent.co/advisors/charles-williams.md) | Anchor Investment Management | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [Cullen Coxe](https://find.wellspent.co/advisors/cullen-coxe.md) | Colonial Trust Company | Greenville, South Carolina | | Percentage of assets, Fixed fees | | [Greg Dunston](https://find.wellspent.co/advisors/greg-dunston.md) | Anchor Investment Management | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [Henry Barre](https://find.wellspent.co/advisors/henry-barre.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Henry Batts](https://find.wellspent.co/advisors/henry-batts.md) | Colonial Trust Company | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [John Moorman](https://find.wellspent.co/advisors/john-moorman.md) | Anchor Investment Management | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [Sarah Shalala](https://find.wellspent.co/advisors/sarah-shalala.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [William Wieters](https://find.wellspent.co/advisors/william-wieters.md) | Colonial Trust Company | Charleston, South Carolina | | Percentage of assets, Fixed fees | Showing the first 50 of 94. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/south-carolina/?page=2 ## 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).