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Advisors for under $500,000 in South Carolina

All 175 advisors

Advisors for under $500,000 in South Carolina: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Kenson Marbut Red Triangle Mt. Pleasant Not listed Percentage of assets, Hourly
Lemuel Mitchum Burkett Financial Services Rock Hill Not listed Percentage of assets, Hourly
Martin Lunn Wilson David Investment Advisors Aiken Not listed Percentage of assets, Hourly
Matthew Kovalcik Kovalcik & Geraghty Wealth Partners Bluffton Not listed Percentage of assets, Hourly
Matthew McCloghry Headland Capital Mt. Pleasant Not listed Percentage of assets, Hourly
Nicholas Kalkas Daniel Island Wealth Management Daniel Island Not listed Percentage of assets
Nolan Robbins Hampton Park Financial Planners Charleston Not listed Percentage of assets, Hourly
Parker Allen Warren Capital Group Charleston Not listed Percentage of assets, Fixed fees
Patrick Hauer Wilson David Investment Advisors Aiken Not listed Percentage of assets, Hourly
Phillip Smiley Burkett Financial Services Rock Hill Not listed Percentage of assets, Hourly
Robert Francis Wealth Intelligently Navigated Greer Not listed Percentage of assets, Hourly
Robert Kubiszyn Blue Bear Financial Mt. Pleasant Not listed Percentage of assets, Hourly
Ryan Cooper Oak Street Advisors Myrtle Beach Not listed Percentage of assets, Hourly
Sallie Goldfinch Hilton Head Capital Partners Hilton Head Island Not listed Percentage of assets, Hourly
Shane Kozusko Global View Investment Advisors Greenville Not listed Percentage of assets, Hourly
Stephen Hunt SE Hunt Capital Sumter Not listed Percentage of assets
Steven Tolleson Wealth Intelligently Navigated Greer Not listed Percentage of assets, Hourly
Theodore Fairchild Flip Flops and Pearls Financial Planning Mount Pleasant Not listed Percentage of assets, Hourly
Timothy Few Wealth Intelligently Navigated Spartanburg Not listed Percentage of assets, Hourly
William Bastian Loveland & Bastian Financial Services Group Mt. Pleasant Not listed Percentage of assets
William Fields Shadow Wealth Management Lexington Not listed Percentage of assets
William Goldfinch Hilton Head Capital Partners Hilton Head Island Not listed Percentage of assets, Hourly
William Gunderson Gunderson Capital Management Mount Pleasant Not listed Percentage of assets
William Hickman Minas Wealth Management Okatie Not listed Percentage of assets, Hourly
William Kemp Integrated Planning Aiken Not listed Percentage of assets, Hourly