Virtual financial advisors in South Carolina
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.
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.
- Daniel Johnson Riverbend Wealth Management, Myrtle Beach Holds the CFP. Fees on file: percentage of assets.
- Matthew Morris Multipath Wealth Management, Columbia Holds the CFP. Fees on file: ongoing planning fee.
- Laura Cook Flourish Financial Life Planning, Anderson Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Grant Maddox Hampton Park Financial Planning, Charleston Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Charles Thomas Intrepid Eagle Finance, Clover Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
By the numbers
- Advisors listed
- 26
- Firms
- 21
- Cities
- 15
- Hold the CFP
- 54%
- Other credentials: CFA 12% · EA 4% · ChFC 4%
- How they charge (of 26 with fees on file): percentage of assets 81% · ongoing planning fee 35% · hourly 27% · flat fee or retainer 19%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
Questions about virtual financial advisors
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.
All 26 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Jonathan Wallace | Wayfinder Wealth Warriors | Lexington | CFA | Flat fee or retainer, Hourly |
| Laura Cook | Flourish Financial Life Planning | Anderson | CFP | Ongoing planning fee, One-time planning fee |
| Brooke Crawford | Wise Planning | York | CFP | Ongoing planning fee |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Justin Luther | Luther Wealth | North Charleston | CFA | Percentage of assets |
| David Hone | LCV Advisors | Johns Island | CFA | Percentage of assets, Hourly |
| Jeremy Ellisor | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Logan Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Michael Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Michael Laubinger | Stono River Wealth Management | Johns Island | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Silverman | NorthStar Advisory Group | Mount Pleasant | Not listed | Percentage of assets |
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