Flat-fee financial advisors in South Carolina
How do I find fee-only advisors who charge flat or fixed fees in South Carolina?
In South Carolina, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Stephen Maggard of Abacus Planning Group, Inc. and Katherine Hollenbeck of Keen Capital.
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.
- Stephen Maggard Abacus Planning Group, Inc., Columbia Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Katherine Hollenbeck Keen Capital, Chapin Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matthew McCoy Southbound Wealth LLC, Rock Hill Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Jamie Stone Means Wealth Management, Greenville Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Myles Brandt Charleston Financial Advisors, LLC, Charleston Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 215
- Firms
- 121
- Cities
- 42
- Hold the CFP
- 43%
- Other credentials: CFA 7% · EA 0% · ChFC 3%
- How they charge (of 215 with fees on file): percentage of assets 94% · fixed fees 82% · hourly 60% · one-time planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in South Carolina are there?
The Wellspent public graph lists 215 fee-only advisors who charge flat or fixed fees in South Carolina, at 121 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in South Carolina located?
Of the 215 fee-only advisors who charge flat or fixed fees in South Carolina, 25 are in Columbia, followed by 25 in Greenville and 25 in Charleston.
How do fee-only advisors who charge flat or fixed fees in South Carolina charge?
The most common fee among fee-only advisors who charge flat or fixed fees in South Carolina is a percentage of assets, used by 94% of the 215 with fees on file. Many use more than one: 82% charge fixed fees and 60% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in South Carolina hold the CFP?
43% of the 215 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in South Carolina?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 215 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 |
| Jim Mahaney One-time, tax-efficient retirement income plans for DIY investors entering retirement who want to skip ongoing AUM fees. | Mavericus Retirement Services | Georgetown | CFP | One-time planning fee |
| 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 |
| Stephen Maggard | Abacus Planning Group, Inc. | Columbia | CFP, MS, CAIA, CFA | 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 |
| 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 |
| 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 Cabaniss | Telos Partners | Greenville | 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 |
| Heidi Yoshida | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| Katherine Hollenbeck | Keen Capital | Chapin | CFP, CFA | Percentage of assets, Hourly |
| Laura Cook | Flourish Financial Life Planning | Anderson | CFP | Ongoing planning fee, One-time planning fee |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Michelle Myhre | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Sarah Huie | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Steven Mullooly | Mullooly Wealth Planning | Clover | CFP | One-time planning fee, Percentage of assets |
| Thomas Gore | Keen Capital | Chapin | CFP | Percentage of assets, Hourly |
| Andrew Jones | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Charles Capasso | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Craig Ritter | Continuum Wealth Management | Greenville | CFP | Percentage of assets, Ongoing planning fee |
| Jared Crawford | Rigden Capital Strategies | Myrtle Beach | CFP | Percentage of assets, Hourly |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| 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 |
| Steven Pickard | Carswell Investments | Daniel Island | CFP | Percentage of assets, Fixed fees |
| Brooke Crawford | Wise Planning | York | CFP | Ongoing planning fee |
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