# Virtual financial advisors in South Carolina

> In South Carolina, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Daniel Johnson of Riverbend Wealth Management and Matthew Morris of Multipath Wealth Management.

Page: https://find.wellspent.co/by/virtual-financial-advisors/south-carolina/
26 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 who work with clients virtually in South Carolina?

In South Carolina, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Daniel Johnson of Riverbend Wealth Management and Matthew Morris of Multipath Wealth Management.

## How many fee-only advisors who work with clients virtually in South Carolina are there?

The Wellspent public graph lists 26 fee-only advisors who work with clients virtually in South Carolina, at 21 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who work with clients virtually in South Carolina located?

Of the 26 fee-only advisors who work with clients virtually in South Carolina, 5 are in Mount Pleasant, followed by 4 in Myrtle Beach and 3 in Columbia.

## How do fee-only advisors who work with clients virtually in South Carolina charge?

The most common fee among fee-only advisors who work with clients virtually in South Carolina is a percentage of assets, used by 81% of the 26 with fees on file. Many use more than one: 35% charge an ongoing planning fee and 27% charge by the hour.

## How many fee-only advisors who work with clients virtually in South Carolina hold the CFP?

54% of the 26 fee-only advisors who work with clients virtually 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 work with clients virtually?

We count an advisor here when their firm's website says they work with clients virtually.

## What should I ask fee-only advisors who work with clients virtually in South Carolina?

Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?

## How current is this list of fee-only advisors who work with clients virtually 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 |
| [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 |
| [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 |
| [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 |
| [Brad Kingsley](https://find.wellspent.co/advisors/brad-kingsley.md) | Kingsley Financial LLC | Mount Pleasant, 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 |
| [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 |
| [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 |
| [Brooke Crawford](https://find.wellspent.co/advisors/brooke-crawford.md) | Wise Planning | York, South Carolina | CFP | Ongoing planning fee |
| [John McNamara](https://find.wellspent.co/advisors/john-mcnamara.md) | Highball Advisors | Simsponville, South Carolina |   | Percentage of assets |
| [Paul Saunders](https://find.wellspent.co/advisors/paul-saunders.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina |   | Percentage of assets |
| [Tyler Batts](https://find.wellspent.co/advisors/tyler-batts.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina |   | Percentage of assets |
| [Justin Luther](https://find.wellspent.co/advisors/justin-luther.md) | Luther Wealth | North Charleston, South Carolina | CFA | Percentage of assets |
| [David Hone](https://find.wellspent.co/advisors/david-hone.md) | LCV Advisors | Johns Island, South Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jeremy Ellisor](https://find.wellspent.co/advisors/jeremy-ellisor.md) | Convergent Financial Group | Mount Pleasant, South Carolina |   | Percentage of assets |
| [Logan Dickey](https://find.wellspent.co/advisors/logan-dickey.md) | IntelliVest Wealth Management | Boiling Springs, South Carolina |   | Percentage of assets |
| [Matthew Erickson](https://find.wellspent.co/advisors/matthew-erickson.md) | Convergent Financial Group | Mount Pleasant, South Carolina |   | Percentage of assets |
| [Michael Dickey](https://find.wellspent.co/advisors/michael-dickey.md) | IntelliVest Wealth Management | Boiling Springs, South Carolina |   | Percentage of assets |
| [Michael Laubinger](https://find.wellspent.co/advisors/michael-laubinger.md) | Stono River Wealth Management | Johns Island, South Carolina |   | Percentage of assets, Fixed fees |
| [Jeffrey Silverman](https://find.wellspent.co/advisors/jeffrey-silverman.md) | NorthStar Advisory Group | Mount Pleasant, South Carolina |   | Percentage of assets |

## 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).
