Advisors for $500,000 to $1 million in South Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Katherine Hollenbeck Keen Capital, Chapin Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Stephen Maggard Abacus Planning Group, Inc., Columbia Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Robert Sokolowski Metis Wealth, Bluffton Holds the CFP. Fees on file: percentage of assets, hourly.
- Joseph Baker Baker Asset Management, Mount Pleasant Holds the CFP. Fees on file: percentage of assets.
- Ramon Franklin Capital Focus, Greenville Holds the CFP. Fees on file: percentage of assets, hourly.
- Lisa Quadrini Brandywine Oak Private Wealth, Kiawah Island Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 94
- Firms
- 38
- Cities
- 23
- Hold the CFP
- 46%
- Other credentials: CFA 11% · ChFC 2%
- How they charge (of 94 with fees on file): percentage of assets 99% · fixed fees 67% · hourly 59% · performance-based fees 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 94 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Stephen Maggard | Abacus Planning Group, Inc. | Columbia | CFP, MS, CAIA, CFA | Percentage of assets, Hourly |
| Eden Bowen | Fee-Only Financial Planning, L.C. | Okatie | CFP, MS | Percentage of assets, Hourly |
| Brad Kingsley | Kingsley Financial LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Ramon Franklin | Capital Focus | Greenville | CFP | Percentage of assets, Hourly |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| Heidi Yoshida | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Jennifer Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Katherine Hollenbeck | Keen Capital | Chapin | CFP, CFA | Percentage of assets, Hourly |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Michelle Myhre | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Robert Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Sarah Huie | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Thomas Gore | Keen Capital | Chapin | CFP | Percentage of assets, Hourly |
| Amy Fisher | WebsterRogers Financial Advisors | Florence | CFP | Percentage of assets, Hourly |
| Steven Pickard | Carswell Investments | Daniel Island | CFP | Percentage of assets, Fixed fees |
| William Hardaway | WebsterRogers Financial Advisors | Florence | CFP, PFS | Percentage of assets, Hourly |
| Brooke Crawford | Wise Planning | York | CFP | Ongoing planning fee |
| Joseph Baker | Baker Asset Management | Mount Pleasant | CFP | Percentage of assets |
| Nancy Fellinger | Sensible Money | Pawleys Island | CFP, ChFC | Percentage of assets, Fixed fees |
| Alexander Rasmussen | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Carson Strom | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| James Blackwelder | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| James Fiske | Colonial Trust Company | Greenville | CFP | Percentage of assets, Fixed fees |
| Joseph Anderson | Colonial Trust Company | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Kathryn Smith | Colonial Trust Company | Greenville | CFP, PFS | Percentage of assets, Fixed fees |
| Matthew Van Name | Colonial Trust Company | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Robert Norman | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Bert Barre | Colonial Trust Company | Spartanburg | CFA | Percentage of assets, Fixed fees |
| Camp Wynn | Colonial Trust Company | Spartanburg | CFA | Percentage of assets, Fixed fees |
| Drake Wright | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Jessica Harrington | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Thomas Ledbetter | Colonial Trust Company | Greenville | CFA | Percentage of assets, Fixed fees |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| David Hone | LCV Advisors | Johns Island | CFA | Percentage of assets, Hourly |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Barry Wynn | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Brittany Bynum | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Charles Clementson | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Charles Williams | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Cullen Coxe | Colonial Trust Company | Greenville | Not listed | Percentage of assets, Fixed fees |
| Greg Dunston | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Henry Barre | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Henry Batts | Colonial Trust Company | Columbia | Not listed | Percentage of assets, Fixed fees |
| John Moorman | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Sarah Shalala | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| William Wieters | Colonial Trust Company | Charleston | Not listed | Percentage of assets, Fixed fees |
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