# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Gregory Goff of Goepper Burkhardt and Barry Kyte of Gunderson Capital Management. Page: https://find.wellspent.co/by/financial-advisors-under-500k/south-carolina/ 175 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Gregory Goff of Goepper Burkhardt and Barry Kyte of Gunderson Capital Management. ## How many fee-only advisors for under $500,000 in South Carolina are there? The Wellspent public graph lists 175 fee-only advisors for under $500,000 in South Carolina, at 114 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in South Carolina located? Of the 175 fee-only advisors for under $500,000 in South Carolina, 24 are in Greenville, followed by 21 in Mt. Pleasant and 20 in Mount Pleasant. ## How do fee-only advisors for under $500,000 in South Carolina charge? The most common fee among fee-only advisors for under $500,000 in South Carolina is a percentage of assets, used by 95% of the 175 with fees on file. Many use more than one: 61% charge by the hour and 51% charge fixed fees. ## How many fee-only advisors for under $500,000 in South Carolina hold the CFP? 42% of the 175 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in South Carolina? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | | [Charles Thomas](https://find.wellspent.co/advisors/charles-thomas.md) | Intrepid Eagle Finance | Clover, South Carolina | CFP, MBA | Ongoing planning fee, Percentage of assets | | [Brittany Wolff](https://find.wellspent.co/advisors/brittany-wolff.md) | Wolff Financial | Greenville, South Carolina | CFP, AAMS | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Matthew McCoy](https://find.wellspent.co/advisors/matthew-mccoy.md) | Southbound Wealth LLC | Rock Hill, South Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris.md) | Multipath Wealth Management | Columbia, South Carolina | CFP, MSFP | Ongoing 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 | | [Clayton Quamme](https://find.wellspent.co/advisors/clayton-quamme.md) | AP Wealth Management | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Colin Moynahan](https://find.wellspent.co/advisors/colin-moynahan.md) | TWENTY FIFTY CAPITAL, LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [George Jameson](https://find.wellspent.co/advisors/george-jameson.md) | Capital Wealth Group | Columbia, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Grant Maddox](https://find.wellspent.co/advisors/grant-maddox.md) | Hampton Park Financial Planning | Charleston, South Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets | | [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 | | [Reggie Fairchild](https://find.wellspent.co/advisors/reggie-fairchild.md) | Flip Flops and Pearls, LLC | Mount Pleasant, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Daniel Patterson](https://find.wellspent.co/advisors/daniel-patterson.md) | Sweetgrass Financial Planning | Mt. Pleasant, South Carolina | CFP, MBA, EA | Ongoing planning fee, 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 | | [Shawn Brunner](https://find.wellspent.co/advisors/shawn-brunner.md) | Coastal Wealth Advisors | Johns Island, South Carolina | CFP | One-time planning fee | | [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 | | [Daniel Heidel](https://find.wellspent.co/advisors/daniel-heidel.md) | Integritas Wealth Strategies | Charleston, South Carolina | CFP | Percentage of assets, Hourly, 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 | | [Brett Fellows](https://find.wellspent.co/advisors/brett-fellows.md) | Oak Capital Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets, 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 | | [Laura Cook](https://find.wellspent.co/advisors/laura-cook.md) | Flourish Financial Life Planning | Anderson, South Carolina | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Steven Mullooly](https://find.wellspent.co/advisors/steven-mullooly.md) | Mullooly Wealth Planning | Clover, South Carolina | CFP | One-time planning fee, Percentage of assets | | [Charles Capasso](https://find.wellspent.co/advisors/charles-capasso.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, 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 | | [Jared Crawford](https://find.wellspent.co/advisors/jared-crawford.md) | Rigden Capital Strategies | Myrtle Beach, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [John Burkhardt](https://find.wellspent.co/advisors/john-burkhardt.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [Kellen Thayer](https://find.wellspent.co/advisors/kellen-thayer.md) | Advisor.com | Charleston, South Carolina | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Matt Morizio](https://find.wellspent.co/advisors/matt-morizio.md) | Reconstructing Wealth | Daniel Island, South Carolina | | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Michael O'Connor](https://find.wellspent.co/advisors/michael-o-connor.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Williamson](https://find.wellspent.co/advisors/michael-williamson.md) | Advisor.com | Charleston, South Carolina | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Robert Flink](https://find.wellspent.co/advisors/robert-flink.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [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 | | [Mary Ivy](https://find.wellspent.co/advisors/mary-ivy.md) | Gordon Financial | Mount Pleasant, South Carolina | CFP | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee | | [Patricia Bailey](https://find.wellspent.co/advisors/patricia-bailey.md) | Bailey & Associates Investment Management and Financial Planning | Columbia, South Carolina | CFP | Percentage of assets, Hourly | | [Paul Saunders](https://find.wellspent.co/advisors/paul-saunders.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | | Percentage of assets | | [Ty Kopke](https://find.wellspent.co/advisors/ty-kopke.md) | Silver Oak Leaf Financial Services | Bluffton, South Carolina | | Ongoing planning fee | | [Tyler Batts](https://find.wellspent.co/advisors/tyler-batts.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | | Percentage of assets | | [Christopher Langlois](https://find.wellspent.co/advisors/christopher-langlois.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [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 | Showing the first 50 of 175. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).