Advisors for under $500,000 in South Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Daniel Patterson Sweetgrass Financial Planning, Mt. Pleasant Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Gregory Goff Goepper Burkhardt, Greenville Holds the CFP and CFA. Fees on file: percentage of assets.
- Barry Kyte Gunderson Capital Management, Mount Pleasant Holds the CFP and CFA. Fees on file: percentage of assets.
- Charles Harper Harper Financial Planning LLC, Columbia Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Grant Maddox Hampton Park Financial Planning, Charleston Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Manuel Martinez Charleston Wealth Advisors, Mount Pleasant Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
By the numbers
- Advisors listed
- 175
- Firms
- 114
- Cities
- 39
- Hold the CFP
- 42%
- Other credentials: CFA 3% · EA 1% · ChFC 3%
- How they charge (of 175 with fees on file): percentage of assets 95% · hourly 61% · fixed fees 51% · one-time planning fee 9%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 175 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 |
| Charles Thomas | Intrepid Eagle Finance | Clover | CFP, MBA | Ongoing planning fee, Percentage of assets |
| Brittany Wolff | Wolff Financial | Greenville | CFP, AAMS | Ongoing planning fee, Percentage of assets |
| Matthew McCoy | Southbound Wealth LLC | Rock Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Morris | Multipath Wealth Management | Columbia | CFP, MSFP | 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 |
| Colin Moynahan | TWENTY FIFTY CAPITAL, LLC | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| George Jameson | Capital Wealth Group | Columbia | CFP, MBA | Percentage of assets, Hourly |
| Grant Maddox | Hampton Park Financial Planning | Charleston | CFP | Flat fee or retainer, Ongoing planning fee |
| Manuel Martinez | Charleston Wealth Advisors | Mount Pleasant | CFP | Flat fee or retainer, Percentage of assets |
| Reggie Fairchild | Flip Flops and Pearls, LLC | Mount Pleasant | CFP, MBA | Percentage of assets, Hourly |
| Daniel Patterson | Sweetgrass Financial Planning | Mt. Pleasant | CFP, MBA, EA | Ongoing planning fee, 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 |
| Shawn Brunner | Coastal Wealth Advisors | Johns Island | CFP | One-time planning fee |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Brandon Cox | Coastline Complete Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Claudia Bellars | Bellars Harris Wealth Management | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| 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 |
| Brett Fellows | Oak Capital Advisors | Mt. Pleasant | CFP | Percentage of assets, Ongoing planning fee |
| Charles Crouch | CMC Wealth Management | Lexington | CFP | Percentage of assets |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| Laura Cook | Flourish Financial Life Planning | Anderson | CFP | Ongoing planning fee, One-time planning fee |
| Steven Mullooly | Mullooly Wealth Planning | Clover | CFP | One-time planning fee, Percentage of assets |
| Charles Capasso | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| 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 |
| Jared Crawford | Rigden Capital Strategies | Myrtle Beach | CFP | Percentage of assets, Hourly |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Kellen Thayer | Advisor.com | Charleston | Not listed | Flat fee or retainer, 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 |
| Michael O'Connor | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Michael Williamson | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| 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 |
| Mary Ivy | Gordon Financial | Mount Pleasant | CFP | Percentage of assets, One-time planning fee |
| Patricia Bailey | Bailey & Associates Investment Management and Financial Planning | Columbia | CFP | Percentage of assets, Hourly |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| 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 |
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